Institutions / Puzo Michael J
Puzo Michael J
CIK 1053914 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$343.43M
Positions
67
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$343.43M-6.5%Positions
67-5.6%Top holdings
Mar 31, 2026View all 67 โ
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $21.42M | 6.2% |
| NVIDIA Corp | $18.67M | 5.4% |
| Apple Inc. | $18.51M | 5.4% |
| Analog Devices Inc | $15.35M | 4.5% |
| Johnson & Johnson | $14.96M | 4.4% |
| Microsoft Corp | $14.07M | 4.1% |
| RTX Corp | $13.63M | 4.0% |
| TJX Cos Inc/The | $12.52M | 3.6% |
| Mastercard Inc | $12.42M | 3.6% |
| Amazon.com Inc | $12.41M | 3.6% |
| Advanced Micro Devices Inc | $11.04M | 3.2% |
| PROCTER & GAMBLE Co | $9.79M | 2.8% |
| Abbott Laboratories | $9.43M | 2.7% |
| Rockwell Automation Inc | $9.36M | 2.7% |
| Schneider Elec SA Adr | $9.34M | 2.7% |
| Chevron Corp | $9.23M | 2.7% |
| Applied Materials Inc /De | $8.74M | 2.5% |
| Danaher Corp /De | $8.68M | 2.5% |
| Aptargroup, Inc. | $8.43M | 2.5% |
| Automatic Data Processing Inc | $8.12M | 2.4% |
| ELI LILLY & Co | $8.11M | 2.4% |
| Home Depot, Inc. | $8.10M | 2.4% |
| Xylem Inc. | $7.82M | 2.3% |
| Vertex Pharmaceuticals Inc / Ma | $6.88M | 2.0% |
| Berkshire Hathaway Cl a | $6.46M | 1.9% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Unitedhealth Group Inc Common stock | $-1.90M | -7K -37.95% | 11,502 0.91% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-1.73M | -6K -7.49% | 74,498 6.24% of portfolio | low |
| Q1 2026 as of | New | Waste Connections Inc Common stock | $1.38M | +9K | 8,525 0.40% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-1.27M | -7K -8.53% | 70,659 3.97% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $1.26M | +4K +285.10% | 5,507 0.50% of portfolio | low |
| Q1 2026 as of | New | Nextera Energy Inc Common stock | $1.03M | +11K | 11,115 0.30% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-1.03M | -4K -6.41% | 61,208 4.36% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $999.3K | +14K +25.40% | 68,577 1.44% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-981.8K | -3K -6.01% | 48,251 4.47% of portfolio | low |
| Q1 2026 as of | Trim | Fiserv Inc Common stock | $-955.0K | -17K -28.02% | 43,973 0.71% of portfolio | low |