Fund HoldingsPUZO MICHAEL J

Total Portfolio Value
$357.70M
Total Bought
$3.88M
Total Sold
$36.68M
Net Transaction
-$32.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SALESFORCE.COM(CRM)7505,576+4,8262051,8640.52%+1,659
AMAZON.COM(AMZN)62,73560,225-2,51011,68913,2133.69%+1,523
ALPHABET INC CL A(GOOG)99,45294,545-4,90716,49417,8975.00%+1,403
FISERV(FISV)80,57874,521-6,05714,47615,3084.28%+832
MASTERCARD(MA)31,63130,658-97315,61916,1444.51%+524
ROCKWELL AUTOMATION(ROK)33,91933,569-3509,1069,5942.68%+488
APPLE(AAPL)88,35083,809-4,54120,58620,9875.87%+402
MCCORMICK & CO(MKC)57,69766,907+9,2104,7485,1011.43%+353
SPDR S&P 500 ETF(SPY)0470+47002750.08%+275
JPMORGAN CHASE(JPM)0850+85002040.06%+204
NVIDIA CORP(NVDA)137,644125,674-11,97016,71516,8774.72%+161
RELX PLC(RELX)6,4439,543+3,1003064330.12%+128
EMERSON ELECTRIC(EMR)9,8129,487-3251,0731,1760.33%+103
WELLS FARGO(WFC)5,0005,00002823510.10%+69
AMERICAN EXPRESS(AXP)1,3001,30003533860.11%+33
ALPHABET INC CL C(GOOG)1,8001,750-503013330.09%+32
CISCO SYS INC(CSCO)4,0354,03502152390.07%+24
BANK OF MONTREAL3,5003,50003163400.09%+24
FIDELITY NASDAQ COMPOSITE INDE1,3031,30303023190.09%+17
DEERE & CO(DE)1,7261,72607207310.20%+11
WAL-MART STORES(WMT)13,30212,000-1,3021,0741,0840.30%+10
HONEYWELL INTL(HON)1,4541,373-813013100.09%+10
FIDELITY 500 INDEX FUND FUND1,6421,64203303350.09%+6
META PLATFORMS INC(META)37537502152200.06%+5
VERTEX PHARMACEUTICALS(VRTX)12,23714,109+1,8725,6915,6821.59%-9
BANK OZK(OZK)6,7556,145-6102902740.08%-17
TEXAS INSTRUMENTS(TXN)1,5001,50003102810.08%-29
COCA COLA(KO)4,0004,00002872490.07%-38
NUCOR CORP(NUE)1,8001,80002712100.06%-61
VISA(V)2,8852,310-5757937300.20%-63
ECOLAB INC(ECL)1,9251,825-1004924280.12%-64
UNION PACIFIC(UNP)2,3502,250-1005795130.14%-66
CATERPILLAR(CAT)2,7102,71001,0609830.27%-77
AUTOMATIC DATA PROCESSING48,56545,634-2,93113,43913,3583.73%-81
COLGATE-PALMOLIVE(CL)4,3604,075-2854533700.10%-82
ADOBE SYS(ADBE)1,0671,051-165524670.13%-85
CARRIER GLOBAL(CARR)87,489101,577+14,0887,0426,9341.94%-108
ASML HOLDING NV
N Y REGISTRY SHS
83083006935750.16%-118
NOVO NORDISK A S ADR(NVO)5,0005,500+5005954730.13%-122
BERKSHIRE HATHAWAY CL A121208,2948,1712.28%-123
DOVER CORP(DOV)1,8001,100-7003452060.06%-139
SYSCO(SYY)5,1703,430-1,7404042620.07%-141
BERKSHIRE HATHAWAY CL B3,6553,381-2741,6821,5330.43%-150
TJX COS(TJX)84,94581,372-3,5739,9849,8312.75%-154
SHEL PLC(SHEL)7,6505,450-2,2005053410.10%-163
ELI LILLY & CO(LLY)780655-1256915060.14%-185
PAYCHEX(PAYX)1,5000-1,5002010-201
IDEXX CORP(IDXX)4000-4002020-202
INTEL(INTC)26,28220,192-6,0906174050.11%-212
ROCHE HLDG LTD ADR26,97024,225-2,7451,0778450.24%-232
MUNICH RE GROUP4,4864,48602,4812,2450.63%-236
NIKE INC CLASS B(NKE)2,8300-2,8302500-250
ABBVIE(ABBV)10,64710,237-4102,1031,8190.51%-283
NOVOZYMES A S DKK 2.04,2000-4,2003020-302
EXXON MOBIL39,01438,989-254,5734,1941.17%-379
MERCK(MRK)19,70318,203-1,5002,2371,8110.51%-427
SCHNEIDER ELEC SA ADR168,666169,510+8448,8928,4142.35%-478
APTIV PLC(APTV)6,7600-6,7604870-487
NOVARTIS AG ADR(NVS)7,3253,085-4,2408433000.08%-542
BALL CORP80,06988,753+8,6845,4374,8931.37%-545
ABBOTT LABS102,71798,569-4,14811,71111,1493.12%-562
CHEVRON(CVX)50,50347,405-3,0987,4386,8661.92%-571
BECTON DICKINSON(BDX)19,16517,749-1,4164,6214,0271.13%-594
HOME DEPOT(HD)26,41525,741-67410,70310,0132.80%-690
APTARGROUP77,47673,754-3,72212,41111,5873.24%-824
MICROSOFT(MSFT)39,48538,198-1,28716,99016,1004.50%-890
RTX CORPORATION(RTX)92,23287,898-4,33411,17510,1722.84%-1,003
PEPSICO(PEP)16,04511,187-4,8582,7281,7010.48%-1,027
PROCTER & GAMBLE(PG)75,83672,158-3,67813,13512,0973.38%-1,038
XYLEM INC(XYL)66,36765,807-5608,9627,6352.13%-1,327
ANALOG DEVICES(ADI)55,59952,979-2,62012,79711,2563.15%-1,541
UNITEDHEALTH GROUP(UNH)16,63715,833-8049,7278,0092.24%-1,718
JOHNSON AND JOHNSON(JNJ)74,75971,332-3,42712,11510,3162.88%-1,799
CANADIAN NATL RAILWAY(CNI)90,38085,759-4,62110,5888,7052.43%-1,883
MEDTRONIC(MDT)35,29413,051-22,2433,1781,0430.29%-2,135
NESTLE SA ADR85,23776,114-9,1238,5856,2191.74%-2,366
DANAHER CORP(DHR)46,30945,302-1,00712,87510,3992.91%-2,476
ADVANCED MICRO DEVICES(AMD)80,58777,682-2,90513,2239,3832.62%-3,840
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