PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $315,503 (100.0% shares, 0.0% debt)

Holdings (75)

AAPL APPLE INC 5.3%
Value ($000) $16,700 Shares 118,016 Est. Cost $89.86 Unrealized +60.1%
GOOGL ALPHABET INC CL A 4.8%
Value ($000) $15,279 Shares 5,715 Est. Cost $38.50 Unrealized +250.8%
DHR DANAHER CORP 4.1%
Value ($000) $12,805 Shares 42,062 Est. Cost $68.23 Unrealized +291.0%
MA MASTERCARD 3.6%
Value ($000) $11,477 Shares 33,004 Est. Cost $142.19 Unrealized +149.5%
CNI CANADIAN NATL RAILWAY 3.6%
Value ($000) $11,431 Shares 98,836 Est. Cost $64.81 Unrealized +56.7%
ADP AUTOMATIC DATA PROCESSING 3.6%
Value ($000) $11,214 Shares 56,087 Est. Cost $66.86 Unrealized +180.7%
MSFT MICROSOFT CORP 3.5%
Value ($000) $11,144 Shares 39,527 Est. Cost $38.04 Unrealized +638.0%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $10,713 Shares 66,330 Est. Cost $79.93 Unrealized +88.0%
PG PROCTER & GAMBLE 3.3%
Value ($000) $10,504 Shares 75,136 Est. Cost $70.19 Unrealized +81.3%
NSRGY NESTLE SA ADR 3.2%
Value ($000) $10,017 Shares 83,336 Est. Cost $71.54 Unrealized
ABT ABBOTT LABS 3.2%
Value ($000) $9,979 Shares 84,472 Est. Cost $42.69 Unrealized +165.8%
ADI ANALOG DEVICES 3.1%
Value ($000) $9,625 Shares 57,476 Est. Cost $68.02 Unrealized +128.3%
FISV FISERV 2.7%
Value ($000) $8,493 Shares 78,275 Est. Cost $53.36 Unrealized +109.4%
ATR APTARGROUP 2.7%
Value ($000) $8,486 Shares 71,109 Est. Cost $55.80 Unrealized +122.2%
XILINX 2.6%
Value ($000) $8,342 Shares 55,250 Est. Cost $59.74 Unrealized
ROK ROCKWELL AUTOMATION 2.5%
Value ($000) $7,779 Shares 26,454 Est. Cost $128.81 Unrealized +121.0%
NVS NOVARTIS AG ADR 2.4%
Value ($000) $7,606 Shares 93,002 Est. Cost $72.44 Unrealized
DIS DISNEY 2.4%
Value ($000) $7,437 Shares 43,966 Est. Cost $113.86 Unrealized +52.9%
RTX RAYTHEON TECHNOLOGIES 2.3%
Value ($000) $7,122 Shares 82,865 Est. Cost $55.52 Unrealized +39.4%
HD HOME DEPOT 2.2%
Value ($000) $7,005 Shares 21,342 Est. Cost $89.34 Unrealized +229.7%
BRK/A BERKSHIRE HATHAWAY CL A 2.1%
Value ($000) $6,582 Shares 16 Est. Cost $309674.97 Unrealized +36.5%
BDX BECTON DICKINSON 2.1%
Value ($000) $6,567 Shares 26,714 Est. Cost $216.98 Unrealized +5.1%
AMZN AMAZON.COM 1.9%
Value ($000) $6,034 Shares 1,837 Est. Cost $95.09 Unrealized +81.4%
XYL XYLEM INC 1.8%
Value ($000) $5,682 Shares 45,938 Est. Cost $48.34 Unrealized +152.7%
UNILEVER PLC NEW ADR 1.7%
Value ($000) $5,434 Shares 100,204 Est. Cost $49.01 Unrealized
PYPL PAYPAL HOLDINGS 1.7%
Value ($000) $5,429 Shares 20,866 Est. Cost $95.57 Unrealized +196.2%
CVS CVS HEALTH 1.7%
Value ($000) $5,405 Shares 63,688 Est. Cost $52.43 Unrealized +38.3%
INTC INTEL CORP 1.6%
Value ($000) $5,183 Shares 97,285 Est. Cost $24.83 Unrealized +100.6%
KONINKLIJKE DSM NV 1.5%
Value ($000) $4,768 Shares 95,413 Est. Cost $45.03 Unrealized
CVX CHEVRON 1.5%
Value ($000) $4,603 Shares 45,375 Est. Cost $85.84 Unrealized -2.9%
UNH UNITED HEALTH GROUP 1.4%
Value ($000) $4,466 Shares 11,430 Est. Cost $263.84 Unrealized +45.9%
TJX TJX COS 1.4%
Value ($000) $4,334 Shares 65,692 Est. Cost $51.60 Unrealized +26.8%
NKE NIKE INC CLASS B 1.3%
Value ($000) $4,076 Shares 28,075 Est. Cost $115.76 Unrealized +31.8%
ILMN ILLUMINA 1.3%
Value ($000) $3,959 Shares 9,760 Est. Cost $168.20 Unrealized +173.4%
NOVOZYMES A S DKK 2.0 1.2%
Value ($000) $3,720 Shares 54,440 Est. Cost $36.29 Unrealized
RHHBY ROCHE HLDG LTD ADR 1.2%
Value ($000) $3,667 Shares 80,645 Est. Cost $38.50 Unrealized
PEP PEPSICO 1.0%
Value ($000) $3,005 Shares 19,979 Est. Cost $72.98 Unrealized +85.0%
HON HONEYWELL INTL 0.9%
Value ($000) $2,800 Shares 13,192 Est. Cost $165.43 Unrealized +17.6%
XOM EXXON MOBIL 0.8%
Value ($000) $2,458 Shares 41,775 Est. Cost $53.32 Unrealized -9.1%
MRK MERCK 0.6%
Value ($000) $1,803 Shares 24,000 Est. Cost $37.69 Unrealized +75.5%
MKC MCCORMICK & CO 0.5%
Value ($000) $1,584 Shares 19,550 Est. Cost $58.65 Unrealized +33.0%
EMR EMERSON ELECTRIC 0.5%
Value ($000) $1,576 Shares 16,727 Est. Cost $53.23 Unrealized +71.3%
OZK BANK OZK 0.5%
Value ($000) $1,429 Shares 33,245 Est. Cost $31.35 Unrealized +13.3%
ABBV ABBVIE 0.4%
Value ($000) $1,399 Shares 12,960 Est. Cost $31.63 Unrealized +207.4%
MUNICH RE GROUP 0.4%
Value ($000) $1,230 Shares 4,486 Est. Cost $193.76 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,092 Shares 4,000 Est. Cost $154.30 Unrealized +82.0%
V VISA 0.3%
Value ($000) $957 Shares 4,295 Est. Cost $73.49 Unrealized +208.9%
DE DEERE & CO 0.3%
Value ($000) $813 Shares 2,425 Est. Cost $86.42 Unrealized +292.6%
MMM 3M 0.3%
Value ($000) $811 Shares 4,623 Est. Cost $103.68 Unrealized +32.5%
CAT CATERPILLAR 0.2%
Value ($000) $782 Shares 4,075 Est. Cost $112.99 Unrealized +70.0%
UNP UNION PACIFIC 0.2%
Value ($000) $735 Shares 3,750 Est. Cost $100.44 Unrealized +94.4%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $695 Shares 15,600 Est. Cost $68.43 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $673 Shares 2,912 Est. Cost $75.28 Unrealized +214.4%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $638 Shares 10,784 Est. Cost $39.28 Unrealized +39.6%
PFE PFIZER 0.2%
Value ($000) $601 Shares 13,996 Est. Cost $21.01 Unrealized +69.7%
ORSTED A S 0.2%
Value ($000) $577 Shares 4,375 Est. Cost $69.73 Unrealized
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $577 Shares 3,000 Est. Cost $92.76 Unrealized +81.1%
DOV DOVER CORP 0.2%
Value ($000) $568 Shares 3,650 Est. Cost $49.52 Unrealized +216.2%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $548 Shares 7,250 Est. Cost $64.40 Unrealized +11.3%
IDXX IDEXX CORP 0.2%
Value ($000) $498 Shares 800 Est. Cost $246.39 Unrealized +172.7%
NVO NOVO NORDISK A S ADR 0.2%
Value ($000) $490 Shares 5,100 Est. Cost $63.01 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $464 Shares 2,225 Est. Cost $174.64 Unrealized +19.4%
SYY SYSCO 0.1%
Value ($000) $463 Shares 5,900 Est. Cost $59.55 Unrealized +13.8%
BMO BANK OF MONTREAL 0.1%
Value ($000) $349 Shares 3,500 Est. Cost $46.24 Unrealized +81.5%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $344 Shares 34,200 Est. Cost $18.77 Unrealized
PAYX PAYCHEX 0.1%
Value ($000) $337 Shares 3,000 Est. Cost $58.96 Unrealized +68.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $288 Shares 5,300 Est. Cost $27.97 Unrealized +76.0%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $268 Shares 1,600 Est. Cost $124.36 Unrealized +27.3%
META FACEBOOK INC 0.1%
Value ($000) $250 Shares 735 Est. Cost $207.33 Unrealized +72.5%
KERRY GROUP PLC 0.1%
Value ($000) $242 Shares 1,800 Est. Cost $112.33 Unrealized
WFC WELLS FARGO 0.1%
Value ($000) $232 Shares 5,000 Est. Cost $39.98 Unrealized +4.0%
AMT AMERICAN TOWER 0.1%
Value ($000) $219 Shares 825 Est. Cost $221.28 Unrealized +12.4%
KO COCA COLA 0.1%
Value ($000) $217 Shares 4,125 Est. Cost $40.79 Unrealized +19.6%
EOG EOG RESOURCES 0.1%
Value ($000) $214 Shares 2,665 Est. Cost $50.41 Unrealized +16.7%
GILD GILEAD SCIENCES 0.1%
Value ($000) $210 Shares 3,000 Est. Cost $56.68 Unrealized +4.8%