Fund HoldingsPUZO MICHAEL J

Total Portfolio Value
$315.90M
Total Bought
$12.13M
Total Sold
$12.09M
Net Transaction
+$38.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
NVIDIA CORP(NVDA)16,47816,504+264,5776,9822.21%+2,404
APPLE(AAPL)95,91791,531-4,38615,81717,7545.62%+1,938
MICROSOFT(MSFT)40,30338,852-1,45111,61913,2314.19%+1,611
AMAZON.COM(AMZN)45,45346,363+9104,6956,0441.91%+1,349
ROCKWELL AUTOMATION(ROK)29,39729,995+5988,6279,8823.13%+1,255
ALPHABET INC CL A(GOOG)106,889102,286-4,60311,08812,2443.88%+1,156
ADVANCED MICRO DEVICES(AMD)89,52886,106-3,4228,7759,8083.10%+1,034
FISERV(FISV)80,22980,074-1559,06810,1013.20%+1,033
MEDTRONIC(MDT)40,68546,784+6,0993,2804,1221.30%+842
JOHNSON & JOHNSON(JNJ)68,41369,138+72510,60411,4443.62%+840
BERKSHIRE HATHAWAY CL A151506,9847,7672.46%+783
NOVARTIS AG ADR(NVS)79,76179,985+2247,3388,0712.56%+733
MASTERCARD(MA)32,39031,732-65811,77112,4803.95%+709
XYLEM INC(XYL)56,70258,578+1,8765,9376,5972.09%+660
ABBOTT LABS88,82788,548-2798,9959,6543.06%+659
TJX COS(TJX)76,57076,870+3006,0006,5182.06%+518
BECTON DICKINSON(BDX)20,01420,353+3394,9545,3731.70%+419
HOME DEPOT(HD)20,89620,725-1716,1676,4382.04%+271
HONEYWELL INTL(HON)17,46517,324-1413,3383,5951.14%+257
CANADIAN NATL RAILWAY(CNI)95,33694,929-40711,24711,4933.64%+246
EDWARDS LIFESCIENCES13,60214,522+9201,1251,3700.43%+245
ALPHABET INC CL C(GOOG)01,860+1,86002250.07%+225
WELLS FARGO(WFC)05,000+5,00002130.07%+213
MERCK(MRK)23,10022,875-2252,4582,6400.84%+182
UNITED HEALTH GROUP(UNH)11,61611,776+1605,4905,6601.79%+170
ELI LILLY & CO(LLY)2,2251,900-3257648910.28%+127
ROCHE HLDG LTD ADR70,70169,351-1,3502,5352,6490.84%+114
BERKSHIRE HATHAWAY CL B3,7103,665-451,1461,2500.40%+104
MUNICH RE GROUP4,4864,48601,5721,6730.53%+101
PROCTER & GAMBLE(PG)78,21277,216-99611,62911,7173.71%+87
BANK OZK(OZK)13,13513,13504495280.17%+78
MCCORMICK & CO(MKC)19,35019,35001,6101,6880.53%+78
ORSTED A S5,8705,890+204975550.18%+58
ECOLAB INC(ECL)2,2252,22503684150.13%+47
CATERPILLAR(CAT)4,0253,925-1009219660.31%+45
VISA(V)3,6753,67508298730.28%+44
SHEL PLC(SHEL)14,25014,25008208600.27%+40
COLGATE-PALMOLIVE(CL)8,7258,875+1506566840.22%+28
FIDELITY NASDAQ COMPOSITE INDE1,3031,30302012270.07%+26
FIDELITY 500 INDEX FUND FUND1,6421,64202352540.08%+20
NUCOR CORP(NUE)1,8001,80002782950.09%+17
AMERICAN EXPRESS(AXP)1,6001,60002642790.09%+15
NOVO NORDISK A S ADR(NVO)4,4004,40007007120.23%+12
UNION PACIFIC(UNP)3,4303,43006907020.22%+12
PEPSICO(PEP)19,07018,820-2503,4763,4861.10%+9
BANK OF MONTREAL3,5003,50003123160.10%+4
RAYTHEON TECHNOLOGIES(RTX)86,21986,218-18,4438,4462.67%+2
EOG RESOURCES(EOG)1,7651,76502022020.06%-0
EMPIRE STATE REALTY OP LP(ESBA)14,80011,700-3,10096860.03%-10
COCA COLA(KO)4,1254,075-502562450.08%-10
SYSCO(SYY)6,5256,650+1255044930.16%-10
DOVER CORP(DOV)2,9752,97504524390.14%-13
GILEAD SCIENCES(GILD)2,6502,600-502202000.06%-19
ASML HOLDING NV
N Y REGISTRY SHS
824750-745605400.17%-20
CISCO SYS INC(CSCO)4,6824,282-4002452220.07%-23
PAYCHEX(PAYX)3,0502,715-3353493040.10%-46
IDEXX CORP(IDXX)650550-1003252760.09%-49
TEXAS INSTRUMENTS(TXN)2,2002,000-2004093600.11%-49
UNILEVER PLC NEW ADR(UL)6,4995,475-1,0243372850.09%-52
BRISTOL-MYERS SQUIBB(BMY)8,4508,250-2005865280.17%-58
APTIV PLC(APTV)10,89511,400+5051,2221,1640.37%-58
DEERE & CO(DE)2,2502,125-1259298610.27%-68
NOVOZYMES A S DKK 2.013,32013,120-2006786090.19%-69
PFIZER(PFE)16,62516,575-506786080.19%-70
EMERSON ELECTRIC(EMR)14,69213,247-1,4451,2801,1970.38%-83
INTEL(INTC)43,66539,600-4,0651,4271,3240.42%-102
EXXON MOBIL(XOM)37,30137,021-2804,0903,9711.26%-120
APTARGROUP73,76373,960+1978,7188,5692.71%-149
NESTLE SA ADR82,92682,287-63910,0919,9033.13%-188
NIKE INC CLASS B(NKE)35,63737,807+2,1704,3714,1731.32%-198
CHEVRON(CVX)43,64343,655+127,1216,8692.17%-252
ANALOG DEVICES(ADI)55,68454,923-76110,98210,7003.39%-282
DISNEY(DIS)32,40032,848+4483,2442,9330.93%-312
CVS HEALTH(CVS)64,21364,381+1684,7724,4511.41%-321
ABBVIE(ABBV)12,26211,809-4531,9541,5910.50%-363
ILLUMINA(ILMN)11,05111,630+5792,5702,1810.69%-389
AUTOMATIC DATA PROCESSING49,96648,789-1,17711,12410,7233.39%-401
PAYPAL HOLDINGS(PYPL)20,54117,072-3,4691,5601,1390.36%-421
DANAHER CORP(DHR)39,91939,929+1010,0619,5833.03%-478
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