PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 17, 2022

Total Value ($000): $332,273 (100.0% shares, 0.0% debt)

Holdings (78)

AAPL APPLE INC 5.8%
Value ($000) $19,201 Shares 109,963 Est. Cost $89.86 Unrealized +83.4%
GOOGL ALPHABET INC CL A 4.5%
Value ($000) $14,811 Shares 5,325 Est. Cost $38.50 Unrealized +250.2%
CNI CANADIAN NATL RAILWAY 4.0%
Value ($000) $13,183 Shares 98,287 Est. Cost $64.81 Unrealized +78.5%
ADP AUTOMATIC DATA PROCESSING 3.8%
Value ($000) $12,722 Shares 55,912 Est. Cost $66.86 Unrealized +194.5%
JNJ JOHNSON & JOHNSON 3.6%
Value ($000) $12,055 Shares 68,022 Est. Cost $81.66 Unrealized +85.9%
MSFT MICROSOFT CORP 3.6%
Value ($000) $11,995 Shares 38,905 Est. Cost $43.85 Unrealized +564.5%
MA MASTERCARD 3.6%
Value ($000) $11,970 Shares 33,493 Est. Cost $145.58 Unrealized +141.5%
DHR DANAHER CORP 3.6%
Value ($000) $11,908 Shares 40,593 Est. Cost $68.23 Unrealized +260.2%
PG PROCTER & GAMBLE 3.5%
Value ($000) $11,703 Shares 76,589 Est. Cost $71.81 Unrealized +97.9%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $10,763 Shares 82,735 Est. Cost $71.54 Unrealized
ABT ABBOTT LABS 3.1%
Value ($000) $10,182 Shares 86,030 Est. Cost $43.78 Unrealized +163.5%
AMD ADVANCED MICRO DEVICES INC 2.9%
Value ($000) $9,603 Shares 87,822 Est. Cost $119.38 Unrealized 0.0%
ADI ANALOG DEVICES 2.9%
Value ($000) $9,576 Shares 57,965 Est. Cost $68.98 Unrealized +119.2%
ATR APTARGROUP 2.6%
Value ($000) $8,500 Shares 72,343 Est. Cost $56.63 Unrealized +96.8%
BRK/A BERKSHIRE HATHAWAY CL A 2.5%
Value ($000) $8,463 Shares 16 Est. Cost $309674.97 Unrealized +56.8%
RTX RAYTHEON TECHNOLOGIES 2.5%
Value ($000) $8,430 Shares 85,084 Est. Cost $56.23 Unrealized +54.3%
FISV FISERV 2.4%
Value ($000) $8,079 Shares 79,676 Est. Cost $54.15 Unrealized +86.9%
NVS NOVARTIS AG ADR 2.3%
Value ($000) $7,587 Shares 86,459 Est. Cost $72.44 Unrealized
ROK ROCKWELL AUTOMATION 2.3%
Value ($000) $7,532 Shares 26,896 Est. Cost $128.81 Unrealized +108.3%
CVX CHEVRON 2.2%
Value ($000) $7,438 Shares 45,685 Est. Cost $85.84 Unrealized +43.0%
CVS CVS HEALTH 1.9%
Value ($000) $6,366 Shares 62,898 Est. Cost $52.43 Unrealized +75.5%
AMZN AMAZON.COM 1.9%
Value ($000) $6,345 Shares 1,946 Est. Cost $98.93 Unrealized +56.2%
DIS DISNEY 1.9%
Value ($000) $6,326 Shares 46,133 Est. Cost $115.68 Unrealized +22.1%
HD HOME DEPOT 1.9%
Value ($000) $6,264 Shares 20,926 Est. Cost $92.48 Unrealized +239.5%
BDX BECTON DICKINSON 1.8%
Value ($000) $5,907 Shares 22,203 Est. Cost $217.13 Unrealized +11.0%
UNH UNITED HEALTH GROUP 1.8%
Value ($000) $5,849 Shares 11,470 Est. Cost $266.57 Unrealized +69.2%
KONINKLIJKE DSM NV 1.5%
Value ($000) $4,899 Shares 109,282 Est. Cost $45.88 Unrealized
TJX TJX COS 1.4%
Value ($000) $4,509 Shares 74,438 Est. Cost $53.13 Unrealized +19.0%
NKE NIKE INC CLASS B 1.3%
Value ($000) $4,332 Shares 32,193 Est. Cost $119.61 Unrealized +10.3%
INTC INTEL CORP 1.3%
Value ($000) $4,320 Shares 87,170 Est. Cost $24.83 Unrealized +86.0%
XYL XYLEM INC 1.2%
Value ($000) $4,091 Shares 47,969 Est. Cost $50.77 Unrealized +80.0%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,901 Shares 78,966 Est. Cost $38.50 Unrealized
UNILEVER PLC NEW ADR 1.2%
Value ($000) $3,864 Shares 84,804 Est. Cost $49.16 Unrealized
ILMN ILLUMINA 1.1%
Value ($000) $3,718 Shares 10,641 Est. Cost $183.99 Unrealized +83.6%
XOM EXXON MOBIL 1.0%
Value ($000) $3,445 Shares 41,710 Est. Cost $53.32 Unrealized +27.3%
HON HONEYWELL INTL 1.0%
Value ($000) $3,280 Shares 16,858 Est. Cost $167.59 Unrealized +1.6%
PEP PEPSICO 1.0%
Value ($000) $3,216 Shares 19,214 Est. Cost $72.98 Unrealized +103.4%
PYPL PAYPAL HOLDINGS 0.9%
Value ($000) $3,007 Shares 26,006 Est. Cost $107.32 Unrealized +23.7%
NOVOZYMES A S DKK 2.0 0.7%
Value ($000) $2,392 Shares 34,825 Est. Cost $36.29 Unrealized
ABBV ABBVIE 0.6%
Value ($000) $2,134 Shares 13,168 Est. Cost $37.31 Unrealized +238.8%
MKC MCCORMICK & CO 0.6%
Value ($000) $1,952 Shares 19,550 Est. Cost $58.65 Unrealized +52.7%
MRK MERCK 0.6%
Value ($000) $1,945 Shares 23,700 Est. Cost $37.69 Unrealized +85.4%
NVDA NVIDIA CORP 0.5%
Value ($000) $1,665 Shares 6,104 Est. Cost $25.50 Unrealized -1.8%
MDT MEDTRONIC 0.5%
Value ($000) $1,591 Shares 14,328 Est. Cost $93.67 Unrealized 0.0%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $1,465 Shares 14,942 Est. Cost $53.23 Unrealized +64.3%
EW EDWARDS LIFESCIENCES 0.4%
Value ($000) $1,245 Shares 10,577 Est. Cost $114.95 Unrealized -2.4%
MUNICH RE GROUP 0.4%
Value ($000) $1,204 Shares 4,486 Est. Cost $193.76 Unrealized
OZK BANK OZK 0.3%
Value ($000) $1,077 Shares 25,225 Est. Cost $31.35 Unrealized +28.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,059 Shares 3,000 Est. Cost $154.30 Unrealized +109.6%
DE DEERE & CO 0.3%
Value ($000) $1,007 Shares 2,425 Est. Cost $86.42 Unrealized +320.1%
UNP UNION PACIFIC 0.3%
Value ($000) $997 Shares 3,650 Est. Cost $100.44 Unrealized +129.6%
APTIV PLC 0.3%
Value ($000) $915 Shares 7,645 Est. Cost $149.78 Unrealized
CAT CATERPILLAR 0.3%
Value ($000) $897 Shares 4,025 Est. Cost $119.58 Unrealized +63.5%
SHEL SHEL PLC 0.3%
Value ($000) $857 Shares 15,600 Est. Cost $54.94 Unrealized
V VISA 0.2%
Value ($000) $829 Shares 3,740 Est. Cost $73.49 Unrealized +185.8%
LLY ELI LILLY & CO 0.2%
Value ($000) $788 Shares 2,750 Est. Cost $75.28 Unrealized +230.1%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $744 Shares 10,184 Est. Cost $39.28 Unrealized +44.7%
PFE PFIZER 0.2%
Value ($000) $717 Shares 13,846 Est. Cost $21.01 Unrealized +102.1%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $660 Shares 5,950 Est. Cost $71.69 Unrealized
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $549 Shares 7,240 Est. Cost $64.40 Unrealized +12.3%
ORSTED A S 0.2%
Value ($000) $535 Shares 4,250 Est. Cost $69.73 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $514 Shares 2,800 Est. Cost $92.76 Unrealized +69.6%
DOV DOVER CORP 0.2%
Value ($000) $502 Shares 3,200 Est. Cost $49.52 Unrealized +215.1%
SYY SYSCO 0.1%
Value ($000) $482 Shares 5,900 Est. Cost $59.55 Unrealized +22.0%
BMO BANK OF MONTREAL 0.1%
Value ($000) $413 Shares 3,500 Est. Cost $46.24 Unrealized +112.6%
IDXX IDEXX CORP 0.1%
Value ($000) $410 Shares 750 Est. Cost $246.39 Unrealized +113.5%
PAYX PAYCHEX 0.1%
Value ($000) $409 Shares 3,000 Est. Cost $58.96 Unrealized +86.1%
ECL ECOLAB INC 0.1%
Value ($000) $393 Shares 2,225 Est. Cost $174.64 Unrealized +2.8%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $299 Shares 1,600 Est. Cost $124.36 Unrealized +38.1%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $288 Shares 29,400 Est. Cost $18.77 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $273 Shares 4,900 Est. Cost $27.97 Unrealized +79.8%
NUE NUCOR CORP 0.1%
Value ($000) $268 Shares 1,800 Est. Cost $102.52 Unrealized +12.7%
EOG EOG RESOURCES 0.1%
Value ($000) $267 Shares 2,240 Est. Cost $50.41 Unrealized +85.4%
FXAIX FIDELITY 500 INDEX FUND FUND 0.1%
Value ($000) $259 Shares 1,642 Est. Cost $165.04 Unrealized
KO COCA COLA 0.1%
Value ($000) $255 Shares 4,125 Est. Cost $40.79 Unrealized +32.5%
WFC WELLS FARGO 0.1%
Value ($000) $242 Shares 5,000 Est. Cost $39.98 Unrealized +21.3%
FNCMX FIDELITY NASDAQ COMPOSITE INDE 0.1%
Value ($000) $233 Shares 1,303 Est. Cost $196.47 Unrealized
KERRY GROUP PLC 0.1%
Value ($000) $202 Shares 1,800 Est. Cost $112.33 Unrealized