Fund HoldingsPUZO MICHAEL J

Total Portfolio Value
$360.29M
Total Bought
$16.76M
Total Sold
$31.90M
Net Transaction
-$15.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORP(NVDA)15,731144,019+128,28814,21417,7924.94%+3,578
APPLE(AAPL)90,19988,908-1,29115,46718,7265.20%+3,258
VERTEX PHARMACEUTICALS(VRTX)4,6139,566+4,9531,9284,4841.24%+2,555
ALPHABET INC CL A(GOOG)104,72699,730-4,99615,80618,1665.04%+2,360
CARRIER GLOBAL(CARR)32,14366,683+34,5401,8684,2061.17%+2,338
MCCORMICK & CO(MKC)16,35040,372+24,0221,2562,8640.79%+1,608
SCHNEIDER ELEC SA ADR135,495159,255+23,7606,1387,6672.13%+1,529
BALL CORP29,86858,085+28,2172,0123,4860.97%+1,474
ANALOG DEVICES(ADI)58,34156,283-2,05811,53912,8473.57%+1,308
AMAZON.COM(AMZN)60,38262,089+1,70710,89211,9993.33%+1,107
MICROSOFT(MSFT)39,95539,453-50216,81017,6344.89%+824
TJX COS(TJX)84,56384,417-1468,5769,2942.58%+718
UNITED HEALTH GROUP(UNH)15,55716,514+9577,6968,4102.33%+714
RTX CORPORATION(RTX)93,32793,544+2179,1029,3912.61%+289
XYLEM INC(XYL)67,43566,351-1,0848,7158,9992.50%+284
ADOBE SYS(ADBE)637791+1543214390.12%+118
MUNICH RE GROUP4,4864,48602,1762,2410.62%+66
NOVO NORDISK A S ADR(NVO)5,1005,000-1006557140.20%+59
ALPHABET INC CL C(GOOG)1,8201,82002773340.09%+57
SHEL PLC(SHEL)10,75010,75007217760.22%+55
WAL-MART STORES(WMT)15,89714,499-1,3989579820.27%+25
DANAHER CORP(DHR)45,99346,062+6911,48511,5093.19%+23
FIDELITY NASDAQ COMPOSITE INDE1,3031,30302712940.08%+23
ASML HOLDING NV
N Y REGISTRY SHS
775750-257527740.21%+22
FIDELITY 500 INDEX FUND FUND1,6421,64203003120.09%+12
COCA COLA(KO)4,0004,00002452550.07%+10
WELLS FARGO(WFC)5,0005,00002902970.08%+7
ELI LILLY & CO(LLY)1,100950-1508568600.24%+4
TEXAS INSTRUMENTS(TXN)1,6501,500-1502872920.08%+4
HONEYWELL INTL(HON)1,6541,544-1103393300.09%-10
AMERICAN EXPRESS(AXP)1,5001,400-1003423240.09%-17
DOVER CORP(DOV)2,2002,000-2003903610.10%-29
PAYCHEX(PAYX)2,3002,000-3002822370.07%-45
BANK OF MONTREAL3,5003,50003422930.08%-48
COLGATE-PALMOLIVE(CL)5,8304,885-9455254740.13%-51
ECOLAB INC(ECL)2,2251,925-3005144580.13%-56
DEERE & CO(DE)1,7261,72607096450.18%-64
NUCOR CORP(NUE)1,8001,80003562850.08%-72
BANK OZK(OZK)8,6757,815-8603943200.09%-74
VISA(V)2,9852,885-1008337570.21%-76
EMERSON ELECTRIC(EMR)10,1179,727-3901,1471,0720.30%-76
ROCHE HLDG LTD ADR35,02529,565-5,4601,1181,0250.28%-93
UNION PACIFIC(UNP)2,6602,450-2106545540.15%-100
BRISTOL-MYERS SQUIBB(BMY)6,1005,300-8003312200.06%-111
EXXON MOBIL39,62939,029-6004,6064,4931.25%-113
SYSCO(SYY)6,0155,170-8454883690.10%-119
NOVOZYMES A S DKK 2.07,0254,775-2,2504112910.08%-119
APTIV PLC(APTV)19,62020,090+4701,5631,4150.39%-148
CHEVRON(CVX)50,47949,841-6387,9637,7962.16%-166
ABBVIE(ABBV)11,06910,764-3052,0161,8460.51%-169
IDEXX CORP(IDXX)4000-4002160-216
MERCK(MRK)21,31020,805-5052,8122,5760.71%-236
CATERPILLAR(CAT)3,1502,710-4401,1549030.25%-252
BERKSHIRE HATHAWAY CL A121207,6137,3472.04%-266
PEPSICO(PEP)19,63919,219-4203,4373,1700.88%-267
PROCTER & GAMBLE(PG)79,08875,918-3,17012,83212,5203.48%-312
EDWARDS LIFESCIENCES3,3500-3,3503200-320
BECTON DICKINSON(BDX)21,30320,983-3205,2714,9041.36%-367
APTARGROUP77,95077,006-94411,21610,8433.01%-373
INTEL(INTC)30,17027,895-2,2751,3338640.24%-469
ROCKWELL AUTOMATION(ROK)33,17833,257+799,6669,1552.54%-511
NESTLE SA ADR87,98085,030-2,9509,3438,7112.42%-632
BERKSHIRE HATHAWAY CL B5,2753,870-1,4052,2181,5740.44%-644
ABBOTT LABS99,902101,883+1,98111,35510,5872.94%-768
MEDTRONIC(MDT)50,92346,024-4,8994,4383,6231.01%-815
AUTOMATIC DATA PROCESSING50,53349,154-1,37912,62011,7333.26%-888
CVS HEALTH(CVS)18,7109,635-9,0751,4925690.16%-923
JOHNSON & JOHNSON(JNJ)76,36675,754-61212,08011,0723.07%-1,008
HOME DEPOT(HD)25,69125,662-299,8558,8342.45%-1,021
MASTERCARD(MA)32,01931,539-48015,41913,9143.86%-1,506
FISERV(FISV)85,18980,957-4,23213,61512,0663.35%-1,549
CANADIAN NATL RAILWAY(CNI)93,39890,874-2,52412,30110,7352.98%-1,567
NOVARTIS AG ADR(NVS)34,81013,145-21,6653,3671,3990.39%-1,968
ADVANCED MICRO DEVICES(AMD)85,62781,429-4,19815,45513,2093.67%-2,246
NIKE INC CLASS B(NKE)46,8454,910-41,9354,4023700.10%-4,032
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