BAKER BOYER NATIONAL BANK Diversified Active

CIK: 0001079398 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 10, 2017

Total Value ($000): $25,095 (100.0% shares, 0.0% debt)

Holdings (44)

AAPL APPLE INC 17.9%
Value ($000) $4,484 Shares 31,138 Est. Cost $18.30 Unrealized +87.5%
JNJ JOHNSON & JOHNSON COM 5.2%
Value ($000) $1,293 Shares 9,769 Est. Cost $60.15 Unrealized +66.9%
MSFT MICROSOFT CORP COM 4.3%
Value ($000) $1,086 Shares 15,758 Est. Cost $30.41 Unrealized +104.9%
NKE NIKE INC CL B COM 3.9%
Value ($000) $967 Shares 16,393 Est. Cost $41.60 Unrealized +16.0%
GENERAL ELECTRIC CO 3.5%
Value ($000) $873 Shares 32,334 Est. Cost $6887.03 Unrealized
VMI VALMONT INDUSTRIES, INC. 3.3%
Value ($000) $823 Shares 5,500 Est. Cost $123.73 Unrealized +21.5%
DE DEERE & COMPANY 3.2%
Value ($000) $812 Shares 6,570 Est. Cost $67.99 Unrealized +51.2%
BA BOEING COMPANY 3.1%
Value ($000) $788 Shares 3,987 Est. Cost $115.71 Unrealized +51.1%
CVX CHEVRON CORPORATION 3.1%
Value ($000) $784 Shares 7,510 Est. Cost $70.64 Unrealized +3.6%
CMI CUMMINS INC 2.8%
Value ($000) $714 Shares 4,400 Est. Cost $92.58 Unrealized +33.7%
USB US BANCORP DEL COM NEW 2.8%
Value ($000) $702 Shares 13,527 Est. Cost $23.95 Unrealized +54.4%
MCD MCDONALDS CORP COM 2.8%
Value ($000) $699 Shares 4,563 Est. Cost $73.08 Unrealized +61.4%
PG PROCTER & GAMBLE CO COM 2.7%
Value ($000) $683 Shares 7,831 Est. Cost $55.31 Unrealized +26.8%
UNITED TECHNOLOGIES CORP COM 2.6%
Value ($000) $654 Shares 5,362 Est. Cost $90783.40 Unrealized
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $626 Shares 7,761 Est. Cost $54.91 Unrealized +1.0%
DHR DANAHER CORP 2.4%
Value ($000) $612 Shares 7,256 Est. Cost $25.01 Unrealized +187.0%
SO SOUTHERN CO 2.3%
Value ($000) $581 Shares 12,152 Est. Cost $27.14 Unrealized +29.3%
T AT&T INC 2.2%
Value ($000) $559 Shares 14,825 Est. Cost $11.45 Unrealized +39.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP COM 2.0%
Value ($000) $511 Shares 3,320 Est. Cost $114.54 Unrealized -9.4%
PCAR PACCAR INC 1.6%
Value ($000) $407 Shares 6,170 Est. Cost $22.27 Unrealized +38.8%
PEP PEPSICO INC COM 1.5%
Value ($000) $380 Shares 3,293 Est. Cost $56.92 Unrealized +54.9%
VNQ VANGUARD REIT ETF 1.4%
Value ($000) $347 Shares 4,175 Est. Cost $65801.20 Unrealized
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $344 Shares 368 Est. Cost $56.16 Unrealized +71.1%
CSCO CISCO SYS INC 1.4%
Value ($000) $341 Shares 10,901 Est. Cost $23.06 Unrealized +8.6%
INTC INTEL CORPORATION COM 1.3%
Value ($000) $332 Shares 9,856 Est. Cost $28.63 Unrealized +3.3%
UNP UNION PAC CORP COM 1.3%
Value ($000) $329 Shares 3,018 Est. Cost $66.44 Unrealized +35.6%
HD HOME DEPOT INC COM 1.3%
Value ($000) $325 Shares 2,116 Est. Cost $56.05 Unrealized +122.1%
VB VANGUARD SMALL CAP ETF 1.2%
Value ($000) $291 Shares 2,150 Est. Cost $82453.53 Unrealized
VZ VERIZON COMMUNICATIONS 1.1%
Value ($000) $288 Shares 6,461 Est. Cost $27.00 Unrealized +9.4%
CAT CATERPILLAR INC COM 1.1%
Value ($000) $269 Shares 2,500 Est. Cost $66.01 Unrealized +27.3%
UPS UNITED PARCEL SERVICE COM 1.0%
Value ($000) $263 Shares 2,375 Est. Cost $73.08 Unrealized +5.8%
GLD SPDR GOLD TRUST ETF 1.0%
Value ($000) $260 Shares 2,200 Est. Cost $116.15 Unrealized
UNH UNITED HEALTH GROUP INC 1.0%
Value ($000) $252 Shares 1,360 Est. Cost $120.51 Unrealized +26.7%
DIS DISNEY (WALT) COMPANY HOLDING CO 1.0%
Value ($000) $251 Shares 2,366 Est. Cost $59.70 Unrealized +71.6%
GLW CORNING INC COM 1.0%
Value ($000) $245 Shares 8,150 Est. Cost $20.97 Unrealized +8.6%
ITW ILLINOIS TOOL WKS INC COM 0.9%
Value ($000) $229 Shares 1,600 Est. Cost $104.58 Unrealized +8.4%
BANR BANNER CORPORATION 0.9%
Value ($000) $226 Shares 4,000 Est. Cost $30.78 Unrealized +29.6%
MO ALTRIA GROUP INC 0.9%
Value ($000) $223 Shares 3,000 Est. Cost $33.98 Unrealized +15.6%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $223 Shares 1,833 Est. Cost $77.45 Unrealized +46.0%
KO COCA COLA CO COM 0.8%
Value ($000) $209 Shares 4,660 Est. Cost $33.67 Unrealized 0.0%
ABBV ABBVIE INC 0.8%
Value ($000) $204 Shares 2,811 Est. Cost $46.96 Unrealized 0.0%
BAC BANK OF AMERICA CORP COM 0.8%
Value ($000) $203 Shares 8,382 Est. Cost $19.10 Unrealized 0.0%
XLK TECHNOLOGY SECTOR INDEX 0.8%
Value ($000) $203 Shares 3,708 Est. Cost $54.75 Unrealized
GOOG ALPHABET INC CLASS C 0.8%
Value ($000) $200 Shares 220 Est. Cost $45.44 Unrealized 0.0%