Puzo Michael J
Latest statistics and disclosures from Puzo Michael J's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NVDA, MSFT, MA, and represent 26.86% of Puzo Michael J's stock portfolio.
- Added to shares of these 10 stocks: AMAT, SCHW, AXP, UBER, LLY, BRK.B, AVGO, META, ABT, TJX.
- Started 1 new stock position in AVGO.
- Reduced shares in these 10 stocks: CARR, CRM, GOOGL, MKC, AMD, NSRGY, BRK.A, CNI, MA, AAPL.
- Sold out of its position in NVO.
- Puzo Michael J was a net seller of stock by $-12M.
- Puzo Michael J has $367M in assets under management (AUM), dropping by 0.20%.
- Central Index Key (CIK): 0001053914
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Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.9 | $25M | -9% | 81k | 313.00 |
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| Apple (AAPL) | 5.6 | $21M | -2% | 76k | 271.86 |
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| NVIDIA Corporation (NVDA) | 5.5 | $20M | -2% | 109k | 186.50 |
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| Microsoft Corporation (MSFT) | 4.9 | $18M | 37k | 483.62 |
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| MasterCard Incorporated (MA) | 4.0 | $15M | -3% | 26k | 570.88 |
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| Raytheon Technologies Corp (RTX) | 3.9 | $14M | -3% | 77k | 183.40 |
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| Analog Devices (ADI) | 3.8 | $14M | 51k | 271.20 |
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| Johnson & Johnson (JNJ) | 3.7 | $14M | 65k | 206.95 |
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| Amazon (AMZN) | 3.6 | $13M | 57k | 230.82 |
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| TJX Companies (TJX) | 3.3 | $12M | 80k | 153.61 |
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| Advanced Micro Devices (AMD) | 3.3 | $12M | -11% | 56k | 214.16 |
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| Abbott Laboratories (ABT) | 3.2 | $12M | 94k | 125.29 |
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| Danaher Corporation (DHR) | 2.9 | $11M | 47k | 228.92 |
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| Automatic Data Processing (ADP) | 2.9 | $11M | 41k | 257.23 |
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| Rockwell Automation (ROK) | 2.8 | $11M | 27k | 389.07 |
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| Procter & Gamble Company (PG) | 2.7 | $10M | 70k | 143.31 |
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| Schneider Elect Sa-unsp (SBGSY) | 2.6 | $9.5M | 173k | 54.93 |
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| Eli Lilly & Co. (LLY) | 2.4 | $8.8M | +8% | 8.2k | 1074.68 |
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| Home Depot (HD) | 2.4 | $8.8M | 25k | 344.10 |
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| Xylem (XYL) | 2.4 | $8.7M | 64k | 136.18 |
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| Aptar (ATR) | 2.3 | $8.6M | 71k | 121.96 |
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| Chevron Corporation (CVX) | 1.9 | $7.1M | 47k | 152.41 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $7.0M | 15k | 453.36 |
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| Berkshire Hathaway (BRK.A) | 1.8 | $6.8M | -10% | 9.00 | 754800.00 |
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| Applied Materials (AMAT) | 1.8 | $6.6M | +49% | 26k | 256.99 |
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| UnitedHealth (UNH) | 1.7 | $6.1M | -5% | 19k | 330.11 |
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| Canadian Natl Ry (CNI) | 1.5 | $5.6M | -9% | 57k | 98.85 |
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| American Express Company (AXP) | 1.5 | $5.5M | +41% | 15k | 369.95 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $4.5M | 38k | 120.34 |
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| Uber Technologies (UBER) | 1.2 | $4.5M | +33% | 55k | 81.71 |
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| Charles Schwab Corporation (SCHW) | 1.1 | $4.1M | +73% | 42k | 99.91 |
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| Fiserv (FI) | 1.1 | $4.1M | -9% | 61k | 67.17 |
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| McCormick & Company, Incorporated (MKC) | 0.8 | $3.0M | -42% | 44k | 68.11 |
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| Muenchener Rucckversi foreign | 0.8 | $2.9M | 4.4k | 661.05 |
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| Abbvie (ABBV) | 0.6 | $2.2M | 9.4k | 228.49 |
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| Berkshire Hathaway (BRK.B) | 0.5 | $2.0M | +53% | 4.0k | 502.65 |
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| Merck & Co (MRK) | 0.5 | $1.8M | 18k | 105.26 |
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| Caterpillar (CAT) | 0.4 | $1.3M | 2.3k | 572.87 |
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| Carrier Global Corporation (CARR) | 0.3 | $1.3M | -78% | 24k | 52.84 |
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| Roche Holding (RHHBY) | 0.3 | $1.2M | 24k | 51.57 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.2M | -6% | 11k | 111.41 |
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| Emerson Electric (EMR) | 0.3 | $1.1M | 8.6k | 132.72 |
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| Pepsi (PEP) | 0.2 | $872k | -11% | 6.1k | 143.52 |
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| Asml Holding (ASML) | 0.2 | $840k | 785.00 | 1069.86 |
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| Deere & Company (DE) | 0.2 | $689k | 1.5k | 465.57 |
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| Relx (RELX) | 0.2 | $573k | +3% | 14k | 40.42 |
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| Union Pacific Corporation (UNP) | 0.1 | $521k | 2.3k | 231.32 |
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| Broadcom (AVGO) | 0.1 | $495k | NEW | 1.4k | 346.10 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $490k | -3% | 1.6k | 313.80 |
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| Visa (V) | 0.1 | $466k | 1.3k | 350.71 |
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| Wells Fargo & Company (WFC) | 0.1 | $466k | 5.0k | 93.20 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $454k | 3.5k | 129.79 |
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| Ecolab (ECL) | 0.1 | $440k | 1.7k | 262.52 |
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| Facebook Inc cl a (META) | 0.1 | $406k | +89% | 615.00 | 660.08 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $401k | 5.5k | 73.48 |
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| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $343k | 1.4k | 237.65 |
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| Intel Corporation (INTC) | 0.1 | $326k | 8.8k | 36.90 |
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| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $325k | 1.1k | 294.81 |
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| salesforce (CRM) | 0.1 | $314k | -91% | 1.2k | 264.91 |
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| Nucor Corporation (NUE) | 0.1 | $294k | 1.8k | 163.11 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $277k | -74% | 2.8k | 98.78 |
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| Coca-Cola Company (KO) | 0.1 | $274k | 3.9k | 69.91 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $271k | 840.00 | 322.22 |
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| IDEXX Laboratories (IDXX) | 0.1 | $271k | 400.00 | 676.53 |
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| SYSCO Corporation (SYY) | 0.1 | $249k | 3.4k | 73.69 |
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| Bank Ozk (OZK) | 0.1 | $248k | 5.4k | 46.02 |
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| Gilead Sciences (GILD) | 0.1 | $243k | 2.0k | 122.74 |
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| Cisco Systems (CSCO) | 0.1 | $236k | -3% | 3.1k | 77.03 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $234k | 1.4k | 173.49 |
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| Honeywell International (HON) | 0.1 | $219k | 1.1k | 195.09 |
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| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $210k | 1.7k | 123.58 |
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Past Filings by Puzo Michael J
SEC 13F filings are viewable for Puzo Michael J going back to 2011
- Puzo Michael J 2025 Q4 filed Feb. 17, 2026
- Puzo Michael J 2025 Q3 filed Nov. 10, 2025
- Puzo Michael J 2025 Q2 filed July 23, 2025
- Puzo Michael J 2025 Q1 filed April 21, 2025
- Puzo Michael J 2024 Q4 filed Feb. 13, 2025
- Puzo Michael J 2024 Q3 filed Nov. 12, 2024
- Puzo Michael J 2024 Q2 filed Aug. 12, 2024
- Puzo Michael J 2024 Q1 filed May 13, 2024
- Puzo Michael J 2023 Q4 filed Feb. 14, 2024
- Puzo Michael J 2023 Q3 filed Nov. 14, 2023
- Puzo Michael J 2023 Q2 filed Aug. 11, 2023
- Puzo Michael J 2023 Q1 filed May 11, 2023
- Puzo Michael J 2022 Q4 filed Feb. 9, 2023
- Puzo Michael J 2022 Q3 filed Nov. 8, 2022
- Puzo Michael J 2022 Q2 filed July 19, 2022
- Puzo Michael J 2022 Q1 filed May 17, 2022