PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $321,838 (100.0% shares, 0.0% debt)

Holdings (76)

AAPL APPLE INC 5.3%
Value ($000) $17,039 Shares 124,415 Est. Cost $89.86 Unrealized +40.7%
GOOGL ALPHABET INC CL A 4.6%
Value ($000) $14,890 Shares 6,098 Est. Cost $38.50 Unrealized +201.1%
MA MASTERCARD 3.8%
Value ($000) $12,231 Shares 33,504 Est. Cost $142.19 Unrealized +154.8%
DHR DANAHER CORP 3.8%
Value ($000) $12,114 Shares 45,141 Est. Cost $68.23 Unrealized +218.3%
ADP AUTOMATIC DATA PROCESSING 3.5%
Value ($000) $11,253 Shares 56,660 Est. Cost $66.86 Unrealized +163.6%
MSFT MICROSOFT CORP 3.5%
Value ($000) $11,217 Shares 41,407 Est. Cost $38.04 Unrealized +543.3%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $10,948 Shares 66,458 Est. Cost $79.93 Unrealized +81.3%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $10,414 Shares 83,484 Est. Cost $71.54 Unrealized
CNI CANADIAN NATL RAILWAY 3.2%
Value ($000) $10,399 Shares 98,554 Est. Cost $64.81 Unrealized +55.7%
PG PROCTER & GAMBLE 3.2%
Value ($000) $10,164 Shares 75,326 Est. Cost $70.19 Unrealized +72.0%
ATR APTARGROUP 3.1%
Value ($000) $9,958 Shares 70,704 Est. Cost $55.80 Unrealized +148.3%
ADI ANALOG DEVICES 3.1%
Value ($000) $9,916 Shares 57,600 Est. Cost $68.02 Unrealized +117.1%
ABT ABBOTT LABS 3.1%
Value ($000) $9,823 Shares 84,732 Est. Cost $42.69 Unrealized +151.3%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $8,628 Shares 94,582 Est. Cost $72.44 Unrealized
FISV FISERV 2.6%
Value ($000) $8,390 Shares 78,495 Est. Cost $53.36 Unrealized +117.9%
XILINX 2.5%
Value ($000) $8,022 Shares 55,457 Est. Cost $59.74 Unrealized
DIS DISNEY 2.4%
Value ($000) $7,697 Shares 43,786 Est. Cost $113.86 Unrealized +54.3%
ROK ROCKWELL AUTOMATION 2.4%
Value ($000) $7,615 Shares 26,626 Est. Cost $128.81 Unrealized +93.4%
HD HOME DEPOT 2.1%
Value ($000) $6,883 Shares 21,587 Est. Cost $89.34 Unrealized +217.7%
RTX RAYTHEON TECHNOLOGIES 2.1%
Value ($000) $6,864 Shares 80,462 Est. Cost $54.87 Unrealized +38.0%
BRK/A BERKSHIRE HATHAWAY CL A 2.1%
Value ($000) $6,698 Shares 16 Est. Cost $309674.97 Unrealized +35.7%
BDX BECTON DICKINSON 2.0%
Value ($000) $6,340 Shares 26,070 Est. Cost $216.70 Unrealized +2.5%
PYPL PAYPAL HOLDINGS 2.0%
Value ($000) $6,301 Shares 21,614 Est. Cost $95.57 Unrealized +175.7%
AMZN AMAZON.COM 1.9%
Value ($000) $6,209 Shares 1,805 Est. Cost $93.72 Unrealized +77.3%
INTC INTEL CORP 1.8%
Value ($000) $5,900 Shares 105,075 Est. Cost $24.83 Unrealized +115.7%
UNILEVER PLC NEW ADR 1.8%
Value ($000) $5,740 Shares 98,121 Est. Cost $48.90 Unrealized
XYL XYLEM INC 1.7%
Value ($000) $5,518 Shares 45,997 Est. Cost $48.34 Unrealized +123.7%
CVS CVS HEALTH 1.7%
Value ($000) $5,342 Shares 64,018 Est. Cost $52.43 Unrealized +34.4%
NOVOZYMES A S DKK 2.0 1.5%
Value ($000) $4,735 Shares 62,960 Est. Cost $36.29 Unrealized
ILMN ILLUMINA 1.4%
Value ($000) $4,609 Shares 9,740 Est. Cost $168.20 Unrealized +139.5%
CVX CHEVRON 1.4%
Value ($000) $4,590 Shares 43,825 Est. Cost $85.93 Unrealized +1.4%
UNH UNITED HEALTH GROUP 1.4%
Value ($000) $4,563 Shares 11,395 Est. Cost $263.84 Unrealized +39.9%
TJX TJX COS 1.3%
Value ($000) $4,293 Shares 63,697 Est. Cost $51.16 Unrealized +24.4%
NKE NIKE INC CLASS B 1.2%
Value ($000) $3,903 Shares 25,265 Est. Cost $111.67 Unrealized +12.5%
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,807 Shares 81,025 Est. Cost $38.50 Unrealized
KONINKLIJKE DSM NV 1.2%
Value ($000) $3,718 Shares 79,483 Est. Cost $44.04 Unrealized
PEP PEPSICO 0.9%
Value ($000) $2,989 Shares 20,175 Est. Cost $72.98 Unrealized +72.9%
XOM EXXON MOBIL 0.8%
Value ($000) $2,647 Shares 41,965 Est. Cost $53.32 Unrealized -6.2%
HON HONEYWELL INTL 0.8%
Value ($000) $2,415 Shares 11,012 Est. Cost $159.66 Unrealized +20.4%
MMM 3M 0.6%
Value ($000) $2,005 Shares 10,090 Est. Cost $103.68 Unrealized +35.4%
MRK MERCK 0.6%
Value ($000) $1,867 Shares 24,000 Est. Cost $37.69 Unrealized +70.2%
MKC MCCORMICK & CO 0.5%
Value ($000) $1,726 Shares 19,550 Est. Cost $58.65 Unrealized +37.6%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,687 Shares 17,527 Est. Cost $53.23 Unrealized +60.6%
ABBV ABBVIE 0.5%
Value ($000) $1,484 Shares 13,175 Est. Cost $31.63 Unrealized +199.6%
OZK BANK OZK 0.4%
Value ($000) $1,402 Shares 33,245 Est. Cost $31.35 Unrealized +12.6%
BRK/B BERKSHIRE HATHAWAY CL B 0.4%
Value ($000) $1,321 Shares 4,750 Est. Cost $154.30 Unrealized +81.1%
MUNICH RE GROUP 0.4%
Value ($000) $1,235 Shares 4,486 Est. Cost $193.76 Unrealized
V VISA 0.3%
Value ($000) $1,099 Shares 4,700 Est. Cost $73.49 Unrealized +200.7%
CAT CATERPILLAR 0.3%
Value ($000) $930 Shares 4,275 Est. Cost $112.99 Unrealized +87.5%
DE DEERE & CO 0.3%
Value ($000) $864 Shares 2,450 Est. Cost $86.42 Unrealized +296.7%
UNP UNION PACIFIC 0.3%
Value ($000) $852 Shares 3,872 Est. Cost $100.44 Unrealized +99.5%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $721 Shares 10,784 Est. Cost $39.28 Unrealized +37.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $720 Shares 3,137 Est. Cost $75.28 Unrealized +154.9%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $654 Shares 3,400 Est. Cost $92.76 Unrealized +77.0%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $630 Shares 15,600 Est. Cost $68.43 Unrealized
ORSTED A S 0.2%
Value ($000) $613 Shares 4,375 Est. Cost $69.73 Unrealized
IDXX IDEXX CORP 0.2%
Value ($000) $600 Shares 950 Est. Cost $246.39 Unrealized +124.1%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $590 Shares 7,250 Est. Cost $64.40 Unrealized +14.0%
PFE PFIZER 0.2%
Value ($000) $556 Shares 14,196 Est. Cost $21.01 Unrealized +47.5%
DOV DOVER CORP 0.2%
Value ($000) $550 Shares 3,650 Est. Cost $49.52 Unrealized +180.8%
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $461 Shares 5,500 Est. Cost $63.01 Unrealized
SYY SYSCO 0.1%
Value ($000) $459 Shares 5,900 Est. Cost $59.55 Unrealized +19.8%
ECL ECOLAB INC 0.1%
Value ($000) $458 Shares 2,225 Est. Cost $174.64 Unrealized +18.1%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $416 Shares 34,500 Est. Cost $18.77 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $359 Shares 3,500 Est. Cost $46.24 Unrealized +76.5%
PAYX PAYCHEX 0.1%
Value ($000) $322 Shares 3,000 Est. Cost $58.96 Unrealized +49.7%
META FACEBOOK INC 0.1%
Value ($000) $304 Shares 875 Est. Cost $207.33 Unrealized +53.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $291 Shares 5,500 Est. Cost $27.97 Unrealized +63.9%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $264 Shares 1,600 Est. Cost $124.36 Unrealized +18.9%
EOG EOG RESOURCES 0.1%
Value ($000) $260 Shares 3,115 Est. Cost $50.41 Unrealized +24.7%
KERRY GROUP PLC 0.1%
Value ($000) $252 Shares 1,800 Est. Cost $112.33 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $226 Shares 5,000 Est. Cost $39.98 Unrealized 0.0%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $225 Shares 1,590 Est. Cost $81.15 Unrealized +64.3%
KO COCA COLA 0.1%
Value ($000) $223 Shares 4,125 Est. Cost $40.79 Unrealized +15.9%
AMT AMERICAN TOWER 0.1%
Value ($000) $223 Shares 825 Est. Cost $221.28 Unrealized 0.0%
GILD GILEAD SCIENCES 0.1%
Value ($000) $207 Shares 3,000 Est. Cost $56.68 Unrealized -1.5%