Puzo Michael J
Latest statistics and disclosures from Puzo Michael J's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMD, GOOGL, NVDA, AAPL, AMAT, and represent 28.79% of Puzo Michael J's stock portfolio.
- Added to shares of these 10 stocks: WCN, NEE, AVGO, AXP, LLY, SCHW, UBER, INTC, VRTX, GLW.
- Started 4 new stock positions in GLW, DOV, GQGIX, INTC.
- Reduced shares in these 10 stocks: UNH, AMD, GOOGL, ADI, FISV, CARR, MKC, ATR, AAPL, BRK.A.
- Sold out of its positions in APD, CL, EOG, MKC, RELX.
- Puzo Michael J was a net seller of stock by $-14M.
- Puzo Michael J has $388M in assets under management (AUM), dropping by 12.95%.
- Central Index Key (CIK): 0001053914
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Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 7.2 | $28M | -11% | 48k | 580.91 |
|
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $24M | -8% | 68k | 357.37 |
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| NVIDIA Corporation (NVDA) | 5.4 | $21M | -2% | 105k | 200.09 |
|
| Apple (AAPL) | 5.2 | $20M | -3% | 70k | 289.36 |
|
| Applied Materials (AMAT) | 4.7 | $18M | -2% | 25k | 723.00 |
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| Analog Devices (ADI) | 4.4 | $17M | -10% | 43k | 397.17 |
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| Johnson & Johnson (JNJ) | 3.9 | $15M | -2% | 60k | 253.97 |
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| Microsoft Corporation (MSFT) | 3.7 | $14M | 38k | 373.02 |
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| Amazon (AMZN) | 3.7 | $14M | 60k | 238.34 |
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| MasterCard Incorporated (MA) | 3.3 | $13M | 25k | 513.60 |
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| Raytheon Technologies Corp (RTX) | 3.3 | $13M | -3% | 68k | 189.73 |
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| Rockwell Automation (ROK) | 3.3 | $13M | -2% | 26k | 495.08 |
|
| TJX Companies (TJX) | 3.0 | $12M | 78k | 151.50 |
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| Eli Lilly & Co. (LLY) | 2.9 | $11M | +6% | 9.4k | 1199.43 |
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| Schneider Elect Sa-unsp (SBGSY) | 2.9 | $11M | 171k | 65.18 |
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| Procter & Gamble Company (PG) | 2.5 | $9.8M | 67k | 146.64 |
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| Automatic Data Processing (ADP) | 2.3 | $8.8M | 39k | 223.95 |
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| Home Depot (HD) | 2.2 | $8.7M | 25k | 352.68 |
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| Danaher Corporation (DHR) | 2.2 | $8.6M | 45k | 190.48 |
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| Abbott Laboratories (ABT) | 2.1 | $8.3M | 92k | 90.74 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $7.9M | +3% | 16k | 496.73 |
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| Xylem (XYL) | 2.0 | $7.7M | 65k | 118.21 |
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| Aptar (ATR) | 1.9 | $7.5M | -10% | 60k | 125.20 |
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| Chevron Corporation (CVX) | 1.9 | $7.4M | 45k | 165.76 |
|
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| American Express Company (AXP) | 1.7 | $6.5M | +18% | 19k | 338.25 |
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| Berkshire Hathaway (BRK.A) | 1.5 | $6.0M | -11% | 8.00 | 748850.00 |
|
| Canadian Natl Ry (CNI) | 1.5 | $5.9M | -5% | 50k | 119.24 |
|
| Uber Technologies (UBER) | 1.4 | $5.5M | +10% | 76k | 72.16 |
|
| Charles Schwab Corporation (SCHW) | 1.3 | $5.1M | +12% | 56k | 92.27 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $4.5M | 33k | 136.72 |
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| Broadcom (AVGO) | 1.0 | $3.7M | +79% | 9.9k | 377.75 |
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| Waste Connections (WCN) | 0.9 | $3.5M | +149% | 21k | 166.69 |
|
| Nextera Energy (NEE) | 0.7 | $2.7M | +172% | 30k | 87.77 |
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| Muenchener Rucckversi foreign | 0.6 | $2.5M | 4.4k | 556.82 |
|
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| Berkshire Hathaway (BRK.B) | 0.6 | $2.2M | -2% | 4.5k | 500.39 |
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| Merck & Co (MRK) | 0.6 | $2.2M | 17k | 128.50 |
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| Abbvie (ABBV) | 0.6 | $2.2M | -6% | 8.8k | 251.64 |
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| Asml Holding (ASML) | 0.5 | $1.8M | 915.00 | 1961.37 |
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| Roche Holding (RHHBY) | 0.3 | $1.2M | 24k | 51.35 |
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| Caterpillar (CAT) | 0.3 | $1.1M | -6% | 1.1k | 1064.90 |
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| Emerson Electric (EMR) | 0.3 | $1.0M | 7.0k | 143.15 |
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| Wal-Mart Stores (WMT) | 0.2 | $816k | 7.2k | 113.26 |
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| Deere & Company (DE) | 0.2 | $641k | -6% | 1.0k | 634.33 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $619k | 3.5k | 176.70 |
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| Union Pacific Corporation (UNP) | 0.2 | $611k | 2.2k | 272.00 |
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| UnitedHealth (UNH) | 0.2 | $588k | -87% | 1.4k | 415.63 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $551k | 1.6k | 353.33 |
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| Fiserv (FISV) | 0.1 | $545k | -74% | 11k | 49.05 |
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| Intel Corporation (INTC) | 0.1 | $465k | NEW | 3.3k | 139.63 |
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| Pepsi (PEP) | 0.1 | $433k | -40% | 3.2k | 135.40 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $423k | 5.5k | 77.54 |
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| Wells Fargo & Company (WFC) | 0.1 | $413k | 5.0k | 82.64 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $402k | +43% | 4.6k | 86.65 |
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| Visa (V) | 0.1 | $395k | 1.2k | 343.09 |
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| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $377k | 1.4k | 261.15 |
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| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $368k | 1.1k | 333.58 |
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| Cisco Systems (CSCO) | 0.1 | $359k | 3.1k | 117.46 |
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| Coca-Cola Company (KO) | 0.1 | $319k | 3.9k | 81.27 |
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| Facebook Inc cl a (META) | 0.1 | $307k | -11% | 545.00 | 563.28 |
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| Gilead Sciences (GILD) | 0.1 | $250k | 2.0k | 126.34 |
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| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $247k | -50% | 1.7k | 145.14 |
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| Corning Incorporated (GLW) | 0.1 | $243k | NEW | 950.00 | 255.43 |
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| Carrier Global Corporation (CARR) | 0.1 | $241k | -85% | 3.3k | 73.35 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $229k | -52% | 700.00 | 327.33 |
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| Dover Corporation (DOV) | 0.1 | $202k | NEW | 900.00 | 224.28 |
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| Gqg Partners Emerging Markets Equity Mutual Fu (GQGIX) | 0.0 | $193k | NEW | 10k | 18.53 |
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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 2026 Q2 filed Aug. 11, 2026
- Puzo Michael J 2026 Q1 filed May 7, 2026
- 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