PUZO MICHAEL J Diversified Active

CIK: 0001053914 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $314,107 (100.0% shares, 0.0% debt)

Holdings (75)

AAPL APPLE INC 5.1%
Value ($000) $16,030 Shares 131,231 Est. Cost $89.86 Unrealized +39.2%
GOOGL ALPHABET INC CL A 4.4%
Value ($000) $13,695 Shares 6,640 Est. Cost $38.50 Unrealized +154.4%
MA MASTERCARD 4.0%
Value ($000) $12,415 Shares 34,870 Est. Cost $142.19 Unrealized +138.8%
CNI CANADIAN NATL RAILWAY 3.7%
Value ($000) $11,766 Shares 101,443 Est. Cost $64.81 Unrealized +55.9%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $11,131 Shares 67,728 Est. Cost $79.93 Unrealized +76.1%
ADP AUTOMATIC DATA PROCESSING 3.5%
Value ($000) $10,951 Shares 58,102 Est. Cost $66.86 Unrealized +134.3%
DHR DANAHER CORP 3.4%
Value ($000) $10,719 Shares 47,623 Est. Cost $68.23 Unrealized +191.2%
MSFT MICROSOFT CORP 3.3%
Value ($000) $10,509 Shares 44,573 Est. Cost $38.04 Unrealized +485.9%
ABT ABBOTT LABS 3.3%
Value ($000) $10,487 Shares 87,505 Est. Cost $42.69 Unrealized +154.4%
ATR APTARGROUP 3.3%
Value ($000) $10,433 Shares 73,634 Est. Cost $55.80 Unrealized +131.9%
PG PROCTER & GAMBLE 3.3%
Value ($000) $10,292 Shares 75,998 Est. Cost $70.19 Unrealized +64.8%
NSRGY NESTLE SA ADR 3.1%
Value ($000) $9,591 Shares 86,008 Est. Cost $71.54 Unrealized
FISV FISERV 3.0%
Value ($000) $9,576 Shares 80,447 Est. Cost $53.36 Unrealized +115.1%
ADI ANALOG DEVICES 2.9%
Value ($000) $9,148 Shares 58,987 Est. Cost $68.02 Unrealized +107.5%
NVS NOVARTIS AG ADR 2.7%
Value ($000) $8,375 Shares 97,987 Est. Cost $72.44 Unrealized
DIS DISNEY 2.6%
Value ($000) $8,191 Shares 44,381 Est. Cost $113.86 Unrealized +58.2%
INTC INTEL CORP 2.5%
Value ($000) $7,884 Shares 123,180 Est. Cost $24.83 Unrealized +117.8%
XILINX 2.2%
Value ($000) $6,943 Shares 56,032 Est. Cost $59.74 Unrealized
ROK ROCKWELL AUTOMATION 2.2%
Value ($000) $6,837 Shares 25,755 Est. Cost $124.74 Unrealized +88.1%
HD HOME DEPOT 2.1%
Value ($000) $6,753 Shares 22,121 Est. Cost $89.34 Unrealized +173.6%
RTX RAYTHEON TECHNOLOGIES 2.0%
Value ($000) $6,215 Shares 80,432 Est. Cost $54.87 Unrealized +18.9%
BRK/A BERKSHIRE HATHAWAY CL A 2.0%
Value ($000) $6,171 Shares 16 Est. Cost $309674.97 Unrealized +18.4%
BDX BECTON DICKINSON 2.0%
Value ($000) $6,143 Shares 25,264 Est. Cost $216.53 Unrealized +4.2%
PYPL PAYPAL HOLDINGS 1.8%
Value ($000) $5,708 Shares 23,505 Est. Cost $95.57 Unrealized +163.6%
AMZN AMAZON.COM 1.8%
Value ($000) $5,560 Shares 1,797 Est. Cost $93.72 Unrealized +69.1%
UNILEVER PLC NEW ADR 1.7%
Value ($000) $5,366 Shares 96,119 Est. Cost $48.70 Unrealized
NOVOZYMES A S DKK 2.0 1.7%
Value ($000) $5,342 Shares 83,635 Est. Cost $36.29 Unrealized
CVS CVS HEALTH 1.6%
Value ($000) $5,011 Shares 66,601 Est. Cost $52.43 Unrealized +18.8%
XYL XYLEM INC 1.5%
Value ($000) $4,862 Shares 46,232 Est. Cost $48.34 Unrealized +98.2%
CVX CHEVRON 1.5%
Value ($000) $4,606 Shares 43,955 Est. Cost $85.93 Unrealized -7.4%
UNH UNITED HEALTH GROUP 1.4%
Value ($000) $4,295 Shares 11,545 Est. Cost $263.84 Unrealized +21.2%
TJX TJX COS 1.3%
Value ($000) $3,939 Shares 59,547 Est. Cost $50.29 Unrealized +23.8%
ILMN ILLUMINA 1.2%
Value ($000) $3,835 Shares 9,984 Est. Cost $168.20 Unrealized +142.4%
MMM 3M 1.2%
Value ($000) $3,835 Shares 19,909 Est. Cost $103.68 Unrealized +20.7%
RHHBY ROCHE HLDG LTD ADR 1.1%
Value ($000) $3,368 Shares 83,005 Est. Cost $38.50 Unrealized
PEP PEPSICO 1.0%
Value ($000) $3,066 Shares 21,675 Est. Cost $72.98 Unrealized +61.6%
NKE NIKE INC CLASS B 0.9%
Value ($000) $2,753 Shares 20,712 Est. Cost $108.59 Unrealized +19.3%
XOM EXXON MOBIL 0.8%
Value ($000) $2,497 Shares 44,740 Est. Cost $53.32 Unrealized -18.8%
KONINKLIJKE DSM NV 0.7%
Value ($000) $2,301 Shares 54,068 Est. Cost $42.75 Unrealized
HON HONEYWELL INTL 0.6%
Value ($000) $1,973 Shares 9,092 Est. Cost $152.80 Unrealized +15.6%
MRK MERCK 0.6%
Value ($000) $1,858 Shares 24,100 Est. Cost $37.69 Unrealized +67.3%
EMR EMERSON ELECTRIC 0.6%
Value ($000) $1,771 Shares 19,627 Est. Cost $53.23 Unrealized +46.2%
ABBV ABBVIE 0.6%
Value ($000) $1,750 Shares 16,175 Est. Cost $31.63 Unrealized +181.1%
MKC MCCORMICK & CO 0.6%
Value ($000) $1,742 Shares 19,550 Est. Cost $58.65 Unrealized +36.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $1,596 Shares 6,250 Est. Cost $154.30 Unrealized +57.4%
OZK BANK OZK 0.5%
Value ($000) $1,481 Shares 36,245 Est. Cost $31.35 Unrealized +5.5%
MUNICH RE GROUP 0.4%
Value ($000) $1,383 Shares 4,486 Est. Cost $193.76 Unrealized
V VISA 0.3%
Value ($000) $1,038 Shares 4,900 Est. Cost $73.49 Unrealized +176.5%
CAT CATERPILLAR 0.3%
Value ($000) $1,020 Shares 4,400 Est. Cost $112.99 Unrealized +67.4%
DE DEERE & CO 0.3%
Value ($000) $926 Shares 2,475 Est. Cost $86.42 Unrealized +255.8%
UNP UNION PACIFIC 0.3%
Value ($000) $875 Shares 3,972 Est. Cost $100.44 Unrealized +87.3%
ORSTED A S 0.2%
Value ($000) $713 Shares 4,425 Est. Cost $69.73 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $681 Shares 10,784 Est. Cost $39.28 Unrealized +29.9%
CL COLGATE-PALMOLIVE 0.2%
Value ($000) $666 Shares 8,450 Est. Cost $64.40 Unrealized +8.7%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $661 Shares 3,500 Est. Cost $92.76 Unrealized +63.2%
ROYAL DUTCH SHELL PLC SPONS 0.2%
Value ($000) $612 Shares 15,600 Est. Cost $68.43 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $605 Shares 3,237 Est. Cost $75.28 Unrealized +147.2%
PFE PFIZER 0.2%
Value ($000) $515 Shares 14,196 Est. Cost $21.01 Unrealized +33.4%
DOV DOVER CORP 0.2%
Value ($000) $501 Shares 3,650 Est. Cost $49.52 Unrealized +141.5%
IDXX IDEXX CORP 0.2%
Value ($000) $489 Shares 1,000 Est. Cost $246.39 Unrealized +103.3%
ECL ECOLAB INC 0.2%
Value ($000) $482 Shares 2,250 Est. Cost $174.64 Unrealized +15.4%
SYY SYSCO 0.1%
Value ($000) $465 Shares 5,900 Est. Cost $59.55 Unrealized +14.3%
ESBA EMPIRE STATE REALTY OP LP 0.1%
Value ($000) $404 Shares 36,500 Est. Cost $18.77 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value ($000) $371 Shares 5,500 Est. Cost $63.01 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $349 Shares 6,750 Est. Cost $27.97 Unrealized +45.2%
BMO BANK OF MONTREAL 0.1%
Value ($000) $312 Shares 3,500 Est. Cost $46.24 Unrealized +44.5%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $295 Shares 2,100 Est. Cost $81.15 Unrealized +50.7%
PAYX PAYCHEX 0.1%
Value ($000) $294 Shares 3,000 Est. Cost $58.96 Unrealized +36.3%
GILD GILEAD SCIENCES 0.1%
Value ($000) $284 Shares 4,400 Est. Cost $56.68 Unrealized -5.9%
META FACEBOOK INC 0.1%
Value ($000) $265 Shares 900 Est. Cost $207.33 Unrealized +29.0%
ORCL ORACLE 0.1%
Value ($000) $232 Shares 3,300 Est. Cost $43.49 Unrealized +39.4%
EOG EOG RESOURCES 0.1%
Value ($000) $230 Shares 3,165 Est. Cost $50.41 Unrealized 0.0%
AXP AMERICAN EXPRESS 0.1%
Value ($000) $226 Shares 1,600 Est. Cost $124.36 Unrealized 0.0%
KERRY GROUP PLC 0.1%
Value ($000) $225 Shares 1,800 Est. Cost $112.33 Unrealized
KO COCA COLA 0.1%
Value ($000) $218 Shares 4,125 Est. Cost $40.79 Unrealized +6.4%