BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 12, 2016

Total Value ($000): $24,263 (100.0% shares, 0.0% debt)

Holdings (42)

AAPL APPLE INC 16.5%
Value ($000) $4,014 Shares 35,506 Est. Cost $18.30 Unrealized +32.4%
NKE NIKE INC CL B COM 5.0%
Value ($000) $1,214 Shares 23,058 Est. Cost $41.60 Unrealized +20.2%
WY WEYERHAEUSER CO COM 4.9%
Value ($000) $1,198 Shares 37,506 Est. Cost $19.34 Unrealized +13.4%
JNJ JOHNSON & JOHNSON COM 4.8%
Value ($000) $1,157 Shares 9,792 Est. Cost $60.15 Unrealized +55.6%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $898 Shares 15,597 Est. Cost $29.93 Unrealized +68.1%
CVX CHEVRON CORPORATION 3.2%
Value ($000) $779 Shares 7,570 Est. Cost $70.64 Unrealized -3.1%
VMI VALMONT INDUSTRIES, INC. 3.0%
Value ($000) $740 Shares 5,500 Est. Cost $123.73 Unrealized +6.6%
PG PROCTER & GAMBLE CO COM 3.0%
Value ($000) $723 Shares 8,056 Est. Cost $55.31 Unrealized +22.1%
BAC BANK OF AMERICA CORP COM 2.9%
Value ($000) $709 Shares 45,318 Est. Cost $12.59 Unrealized -4.1%
GENERAL ELECTRIC CO 2.9%
Value ($000) $695 Shares 23,444 Est. Cost $9794.59 Unrealized
XOM EXXON MOBIL CORP COM 2.6%
Value ($000) $635 Shares 7,280 Est. Cost $54.84 Unrealized +6.7%
T AT&T INC 2.5%
Value ($000) $608 Shares 14,977 Est. Cost $11.45 Unrealized +42.3%
SO SOUTHERN CO 2.4%
Value ($000) $591 Shares 11,522 Est. Cost $26.71 Unrealized +33.3%
USB US BANCORP DEL COM NEW 2.4%
Value ($000) $584 Shares 13,627 Est. Cost $23.95 Unrealized +25.2%
BA BOEING COMPANY 2.4%
Value ($000) $578 Shares 4,387 Est. Cost $115.71 Unrealized +4.4%
DHR DANAHER CORP 2.3%
Value ($000) $569 Shares 7,256 Est. Cost $25.01 Unrealized +169.0%
UNITED TECHNOLOGIES CORP COM 2.3%
Value ($000) $553 Shares 5,445 Est. Cost $90783.40 Unrealized
DE DEERE & COMPANY 2.3%
Value ($000) $552 Shares 6,470 Est. Cost $67.78 Unrealized +3.8%
MCD MCDONALDS CORP COM 2.2%
Value ($000) $534 Shares 4,633 Est. Cost $73.08 Unrealized +29.4%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 2.2%
Value ($000) $528 Shares 3,320 Est. Cost $114.54 Unrealized -11.2%
CMI CUMMINS INC 2.2%
Value ($000) $525 Shares 4,100 Est. Cost $90.77 Unrealized +4.4%
INTC INTEL CORPORATION COM 1.6%
Value ($000) $391 Shares 10,346 Est. Cost $28.62 Unrealized 0.0%
PEP PEPSICO INC COM 1.6%
Value ($000) $383 Shares 3,523 Est. Cost $56.92 Unrealized +42.4%
PCAR PACCAR INC 1.5%
Value ($000) $363 Shares 6,170 Est. Cost $22.27 Unrealized +19.8%
VNQ VANGUARD REIT ETF 1.5%
Value ($000) $362 Shares 4,175 Est. Cost $65801.20 Unrealized
VZ VERIZON COMMUNICATIONS 1.5%
Value ($000) $353 Shares 6,783 Est. Cost $27.00 Unrealized +21.9%
CSCO CISCO SYS INC 1.4%
Value ($000) $349 Shares 11,009 Est. Cost $23.06 Unrealized 0.0%
UNP UNION PAC CORP COM 1.3%
Value ($000) $310 Shares 3,170 Est. Cost $66.44 Unrealized +14.3%
HD HOME DEPOT INC COM 1.2%
Value ($000) $295 Shares 2,288 Est. Cost $56.05 Unrealized +89.7%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $283 Shares 2,778 Est. Cost $77.45 Unrealized +17.3%
GLD SPDR GOLD TRUST ETF 1.1%
Value ($000) $276 Shares 2,200 Est. Cost $116.26 Unrealized
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $267 Shares 368 Est. Cost $56.16 Unrealized +36.3%
VB VANGUARD SMALL CAP ETF 1.1%
Value ($000) $263 Shares 2,150 Est. Cost $82453.53 Unrealized
UPS UNITED PARCEL SERVICE COM 1.1%
Value ($000) $260 Shares 2,375 Est. Cost $73.08 Unrealized +5.7%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.0%
Value ($000) $239 Shares 2,576 Est. Cost $59.70 Unrealized +48.9%
BANR BANNER CORPORATION 0.9%
Value ($000) $225 Shares 5,146 Est. Cost $30.78 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.9%
Value ($000) $222 Shares 2,500 Est. Cost $66.01 Unrealized 0.0%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $216 Shares 3,241 Est. Cost $48.33 Unrealized +5.2%
KO COCA COLA CO COM 0.9%
Value ($000) $212 Shares 5,000 Est. Cost $27.01 Unrealized +20.5%
UNH UNITED HEALTH GROUP INC 0.9%
Value ($000) $207 Shares 1,476 Est. Cost $120.51 Unrealized 0.0%
ENBRIDGE ENERGY PRTNRS LP 0.8%
Value ($000) $203 Shares 8,000 Est. Cost $25.38 Unrealized
SBUX STARBUCKS CORP COM 0.8%
Value ($000) $200 Shares 3,690 Est. Cost $49.41 Unrealized -7.2%