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Puzo Michael J

All holdings · as of Mar 31, 2026

67 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.—$21.42M74,4986.2%
NVIDIA Corp—$18.67M107,0715.4%
Apple Inc.—$18.51M72,9445.4%
ANALOG DEVICES INC—$15.35M48,2514.5%
JOHNSON & JOHNSON—$14.96M61,2084.4%
MICROSOFT CORP—$14.07M38,0224.1%
RTX Corp—$13.63M70,6594.0%
TJX Cos Inc/The—$12.52M78,4273.6%
Mastercard Inc—$12.42M24,8613.6%
Amazon.com Inc—$12.41M59,5783.6%
ADVANCED MICRO DEVICES INC—$11.04M54,2673.2%
PROCTER & GAMBLE Co—$9.79M67,7522.8%
ABBOTT LABORATORIES—$9.43M91,8412.7%
Rockwell Automation Inc—$9.36M26,0852.7%
SCHNEIDER ELEC SA ADR—$9.34M171,5952.7%
CHEVRON CORP—$9.23M44,6302.7%
APPLIED MATERIALS INC /DE—$8.74M25,5772.5%
DANAHER CORP /DE—$8.68M45,7822.5%
APTARGROUP, INC.—$8.43M66,8872.5%
AUTOMATIC DATA PROCESSING INC—$8.12M39,9462.4%
ELI LILLY & Co—$8.11M8,8162.4%
HOME DEPOT, INC.—$8.10M24,6332.4%
Xylem Inc.—$7.82M65,4542.3%
VERTEX PHARMACEUTICALS INC / MA—$6.88M15,4142.0%
BERKSHIRE HATHAWAY CL A—$6.46M91.9%
EXXON MOBIL CORP—$5.59M32,9711.6%
CANADIAN NATL RAILWAY—$5.42M52,6981.6%
Uber Technologies, Inc—$4.93M68,5771.4%
AMERICAN EXPRESS CO—$4.93M16,2861.4%
SCHWAB CHARLES CORP—$4.66M49,5571.4%
UNITEDHEALTH GROUP INC—$3.11M11,5020.9%
MUNICH RE GROUP—$2.77M4,4360.8%
FISERV INC—$2.45M43,9730.7%
Warren E. Buffett—$2.20M4,5900.6%
Merck & Co., Inc.—$2.11M17,5530.6%
AbbVie Inc.—$2.05M9,4220.6%
Broadcom Inc.—$1.70M5,5070.5%
Waste Connections Inc—$1.38M8,5250.4%
MCCORMICK & CO INC—$1.26M25,0090.4%
CARRIER GLOBAL Corp—$1.25M22,2850.4%
ASML HOLDING NV—$1.22M9200.4%
ROCHE HLDG LTD ADR—$1.19M23,9500.3%
NEXTERA ENERGY INC—$1.03M11,1150.3%
EMERSON ELECTRIC CO—$915.4K6,9870.3%
Walmart Inc.—$894.8K7,2000.3%
PEPSICO INC—$834.7K5,3750.2%
CATERPILLAR INC—$797.0K1,1250.2%
DEERE & CO—$608.4K1,0800.2%
Union Pacific Corp—$545.9K2,2500.2%
SHEL PLC—$506.9K5,4500.1%
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