Puzo Michael J
Latest statistics and disclosures from Puzo Michael J's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AAPL, MSFT, MA, and represent 26.35% of Puzo Michael J's stock portfolio.
- Added to shares of these 10 stocks: LLY, AMAT, UNH, AXP, UBER, SCHW, INTC, VSMAX, CRM, RELX.
- Started 2 new stock positions in VSMAX, INTC.
- Reduced shares in these 10 stocks: NVO, NVDA, NSRGY, BRK.A, CNI, MA, AMD, RTX, ROK, GOOGL.
- Sold out of its positions in CL, NVS.
- Puzo Michael J was a net seller of stock by $-1.5M.
- Puzo Michael J has $367M in assets under management (AUM), dropping by 4.46%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 5.9 | $22M | 89k | 243.10 |
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| NVIDIA Corporation (NVDA) | 5.7 | $21M | -5% | 112k | 186.58 |
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| Apple (AAPL) | 5.4 | $20M | 78k | 254.63 |
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| Microsoft Corporation (MSFT) | 5.2 | $19M | 37k | 517.95 |
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| MasterCard Incorporated (MA) | 4.1 | $15M | -4% | 27k | 568.81 |
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| Raytheon Technologies Corp (RTX) | 3.6 | $13M | -2% | 80k | 167.33 |
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| Amazon (AMZN) | 3.5 | $13M | 58k | 219.57 |
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| Analog Devices (ADI) | 3.5 | $13M | 52k | 245.70 |
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| Abbott Laboratories (ABT) | 3.4 | $12M | 93k | 133.94 |
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| Johnson & Johnson (JNJ) | 3.4 | $12M | 66k | 185.42 |
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| Automatic Data Processing (ADP) | 3.3 | $12M | 41k | 293.50 |
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| TJX Companies (TJX) | 3.1 | $12M | 79k | 144.54 |
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| Procter & Gamble Company (PG) | 2.9 | $11M | 70k | 153.65 |
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| Advanced Micro Devices (AMD) | 2.8 | $10M | -5% | 63k | 161.79 |
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| Home Depot (HD) | 2.8 | $10M | 25k | 405.19 |
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| Schneider Elect Sa-unsp (SBGSY) | 2.6 | $9.7M | 173k | 56.02 |
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| Aptar (ATR) | 2.6 | $9.5M | 71k | 133.66 |
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| Xylem (XYL) | 2.6 | $9.5M | 64k | 147.50 |
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| Rockwell Automation (ROK) | 2.6 | $9.5M | -3% | 27k | 349.53 |
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| Danaher Corporation (DHR) | 2.5 | $9.2M | 47k | 198.26 |
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| Fiserv (FI) | 2.4 | $8.7M | 67k | 128.93 |
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| Berkshire Hathaway (BRK.A) | 2.1 | $7.5M | -9% | 10.00 | 754200.00 |
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| Chevron Corporation (CVX) | 2.0 | $7.2M | 46k | 155.29 |
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| Carrier Global Corporation (CARR) | 1.9 | $6.8M | 114k | 59.70 |
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| UnitedHealth (UNH) | 1.8 | $6.8M | +17% | 20k | 345.30 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $6.1M | 16k | 391.64 |
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| Canadian Natl Ry (CNI) | 1.6 | $6.0M | -10% | 63k | 94.30 |
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| Eli Lilly & Co. (LLY) | 1.6 | $5.8M | +65% | 7.6k | 763.00 |
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| McCormick & Company, Incorporated (MKC) | 1.4 | $5.1M | 76k | 66.91 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $4.2M | 38k | 112.75 |
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| Uber Technologies (UBER) | 1.1 | $4.0M | +24% | 41k | 97.97 |
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| Applied Materials (AMAT) | 1.0 | $3.5M | +85% | 17k | 204.74 |
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| American Express Company (AXP) | 1.0 | $3.5M | +36% | 11k | 332.16 |
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| salesforce (CRM) | 0.9 | $3.4M | +5% | 14k | 237.00 |
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| Muenchener Rucckversi foreign | 0.8 | $2.8M | 4.4k | 640.35 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $2.3M | +34% | 24k | 95.47 |
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| Abbvie (ABBV) | 0.6 | $2.2M | 9.4k | 231.54 |
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| Merck & Co (MRK) | 0.4 | $1.5M | -2% | 18k | 83.93 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $1.3M | -6% | 2.6k | 502.74 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 11k | 103.06 |
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| Emerson Electric (EMR) | 0.3 | $1.1M | 8.6k | 131.18 |
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| Caterpillar (CAT) | 0.3 | $1.1M | -3% | 2.3k | 477.15 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $1.0M | -52% | 11k | 91.77 |
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| Roche Holding (RHHBY) | 0.3 | $1.0M | 24k | 41.81 |
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| Pepsi (PEP) | 0.3 | $963k | -12% | 6.9k | 140.44 |
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| Asml Holding (ASML) | 0.2 | $773k | 795.00 | 972.27 |
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| Deere & Company (DE) | 0.2 | $677k | 1.5k | 457.26 |
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| Relx (RELX) | 0.2 | $652k | +27% | 14k | 47.76 |
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| Union Pacific Corporation (UNP) | 0.1 | $532k | 2.3k | 236.37 |
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| Ecolab (ECL) | 0.1 | $459k | 1.7k | 273.86 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $456k | 3.5k | 130.25 |
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| Visa (V) | 0.1 | $454k | 1.3k | 341.38 |
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| Wells Fargo & Company (WFC) | 0.1 | $419k | 5.0k | 83.82 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $395k | -4% | 1.6k | 243.55 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $390k | 5.5k | 71.53 |
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| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $336k | -12% | 1.4k | 232.89 |
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| Novo Nordisk A/S (NVO) | 0.1 | $321k | -86% | 5.8k | 55.49 |
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| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $318k | -15% | 1.1k | 288.51 |
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| Intel Corporation (INTC) | 0.1 | $296k | NEW | 8.8k | 33.55 |
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| SYSCO Corporation (SYY) | 0.1 | $278k | 3.4k | 82.34 |
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| Bank Ozk (OZK) | 0.1 | $275k | 5.4k | 50.98 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $265k | 840.00 | 315.43 |
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| Coca-Cola Company (KO) | 0.1 | $260k | 3.9k | 66.32 |
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| IDEXX Laboratories (IDXX) | 0.1 | $256k | 400.00 | 638.89 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $248k | 1.4k | 183.73 |
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| Nucor Corporation (NUE) | 0.1 | $244k | 1.8k | 135.43 |
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| Facebook Inc cl a (META) | 0.1 | $239k | -13% | 325.00 | 734.38 |
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| Honeywell International (HON) | 0.1 | $236k | 1.1k | 210.50 |
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| Gilead Sciences (GILD) | 0.1 | $219k | -5% | 2.0k | 111.00 |
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| Cisco Systems (CSCO) | 0.1 | $216k | 3.2k | 68.42 |
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| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $207k | NEW | 1.7k | 121.81 |
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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 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
- Puzo Michael J 2021 Q4 filed Feb. 8, 2022