Michael J. Puzo as of Sept. 30, 2011
Portfolio Holdings for Michael J. Puzo
Michael J. Puzo holds 62 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 6.6 | $5.7M | 90k | 63.68 | |
| Dunkin' Brands Group | 6.6 | $5.7M | 206k | 27.70 | |
| Exxon Mobil Corporation (XOM) | 4.8 | $4.1M | 57k | 72.63 | |
| Intel Corporation (INTC) | 4.3 | $3.7M | 175k | 21.34 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 4.3 | $3.7M | 67k | 55.15 | |
| Canadian Natl Ry (CNI) | 4.2 | $3.6M | 55k | 66.57 | |
| 3M Company (MMM) | 3.7 | $3.2M | 45k | 71.81 | |
| Procter & Gamble Company (PG) | 3.7 | $3.2M | 51k | 63.18 | |
| Emerson Electric (EMR) | 3.6 | $3.1M | 76k | 41.32 | |
| Novartis (NVS) | 3.3 | $2.8M | 51k | 55.77 | |
| Aptar (ATR) | 3.2 | $2.8M | 62k | 44.67 | |
| Deere & Company (DE) | 3.0 | $2.5M | 40k | 64.59 | |
| EMC Corporation | 2.8 | $2.4M | 115k | 20.99 | |
| Pepsi (PEP) | 2.8 | $2.4M | 39k | 61.89 | |
| Novozymes | 2.6 | $2.2M | 16k | 142.69 | |
| Abb (ABBNY) | 2.4 | $2.1M | 122k | 17.08 | |
| Chevron Corporation (CVX) | 2.3 | $2.0M | 21k | 92.58 | |
| CVS Caremark Corporation (CVS) | 2.3 | $2.0M | 59k | 33.59 | |
| Automatic Data Processing (ADP) | 2.0 | $1.7M | 37k | 47.14 | |
| Encana Corp | 1.8 | $1.5M | 80k | 19.22 | |
| Microsoft Corporation (MSFT) | 1.7 | $1.5M | 59k | 24.90 | |
| Oracle Corporation (ORCL) | 1.6 | $1.3M | 47k | 28.75 | |
| Devon Energy Corporation (DVN) | 1.5 | $1.3M | 23k | 55.46 | |
| Covidien | 1.4 | $1.2M | 27k | 44.11 | |
| Roche Holding (RHHBY) | 1.2 | $1.0M | 26k | 40.47 | |
| Apple (AAPL) | 1.2 | $1.0M | 2.7k | 381.21 | |
| Merck & Co (MRK) | 1.1 | $981k | 30k | 32.69 | |
| Abbott Laboratories (ABT) | 1.1 | $962k | 19k | 51.11 | |
| Perrigo Company | 1.1 | $905k | 9.3k | 97.09 | |
| Home Depot (HD) | 0.9 | $799k | 24k | 32.92 | |
| General Electric Company | 0.9 | $794k | 52k | 15.22 | |
| MasterCard Incorporated (MA) | 0.9 | $786k | 2.5k | 317.07 | |
| Royal Dutch Shell | 0.9 | $787k | 13k | 61.48 | |
| Teva Pharmaceutical Industries (TEVA) | 0.9 | $773k | 21k | 37.18 | |
| Schlumberger (SLB) | 0.9 | $772k | 13k | 59.79 | |
| Pembina Pipeline Corp (PBA) | 0.9 | $760k | 31k | 24.47 | |
| Helmerich & Payne (HP) | 0.8 | $714k | 18k | 40.59 | |
| Monsanto Company | 0.8 | $692k | 12k | 60.00 | |
| Cenovus Energy (CVE) | 0.7 | $637k | 21k | 30.71 | |
| United Technologies Corporation | 0.7 | $639k | 9.1k | 70.31 | |
| Portland General Electric Company (POR) | 0.7 | $601k | 25k | 23.68 | |
| Union Pacific Corporation (UNP) | 0.6 | $541k | 6.6k | 82.00 | |
| Bristol Myers Squibb (BMY) | 0.6 | $531k | 17k | 31.33 | |
| Wells Fargo & Company (WFC) | 0.6 | $496k | 21k | 24.12 | |
| Munich Re Group | 0.6 | $486k | 3.8k | 127.81 | |
| Life Technologies | 0.5 | $452k | 12k | 38.38 | |
| Gilead Sciences (GILD) | 0.4 | $364k | 9.4k | 38.77 | |
| Hewlett-Packard Company | 0.4 | $317k | 14k | 22.46 | |
| Colgate-Palmolive Company (CL) | 0.4 | $310k | 3.5k | 88.85 | |
| Novo Nordisk A/S (NVO) | 0.4 | $309k | 3.1k | 100.17 | |
| Caterpillar (CAT) | 0.3 | $298k | 4.0k | 74.00 | |
| Itron (ITRI) | 0.3 | $294k | 10k | 29.51 | |
| Six Flags Entertainment (SIX) | 0.3 | $292k | 11k | 27.72 | |
| HSBC Holdings (HSBC) | 0.3 | $282k | 7.4k | 38.11 | |
| Cisco Systems (CSCO) | 0.3 | $278k | 18k | 15.47 | |
| Cree | 0.3 | $270k | 11k | 25.84 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $262k | 3.7k | 70.95 | |
| Laboratory Corp. of America Holdings (LH) | 0.3 | $258k | 3.3k | 79.10 | |
| National Grid | 0.3 | $252k | 5.1k | 49.59 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $199k | 14k | 14.08 | |
| Maxwell Technologies | 0.2 | $190k | 10k | 18.40 | |
| H&Q Healthcare Investors | 0.2 | $145k | 11k | 13.18 |
