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, ADI, JNJ, and represent 25.89% of Puzo Michael J's stock portfolio.
- Added to shares of these 10 stocks: WCN, AVGO, NEE, UBER, SCHW, LLY, AMZN, AXP, MSFT, APD.
- Started 6 new stock positions in APD, CL, EOG, WCN, NEE, CP.
- Reduced shares in these 10 stocks: UNH, GOOGL, RTX, JNJ, ADI, FISV, MKC, CAT, XOM, AAPL.
- Sold out of its positions in OZK, ECL, HON, IDXX, INTC, NSRGY, NUE, CRM, SYY, TXN.
- Puzo Michael J was a net seller of stock by $-10M.
- Puzo Michael J has $343M in assets under management (AUM), dropping by -6.51%.
- Central Index Key (CIK): 0001053914
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Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $21M | -7% | 75k | 287.56 |
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| NVIDIA Corporation (NVDA) | 5.4 | $19M | 107k | 174.40 |
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| Apple (AAPL) | 5.4 | $19M | -3% | 73k | 253.79 |
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| Analog Devices (ADI) | 4.5 | $15M | -6% | 48k | 318.14 |
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| Johnson & Johnson (JNJ) | 4.4 | $15M | -6% | 61k | 244.44 |
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| Microsoft Corporation (MSFT) | 4.1 | $14M | +2% | 38k | 370.17 |
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| Raytheon Technologies Corp (RTX) | 4.0 | $14M | -8% | 71k | 192.90 |
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| TJX Companies (TJX) | 3.6 | $13M | -2% | 78k | 159.70 |
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| MasterCard Incorporated (MA) | 3.6 | $12M | -3% | 25k | 499.66 |
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| Amazon (AMZN) | 3.6 | $12M | +3% | 60k | 208.27 |
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| Advanced Micro Devices (AMD) | 3.2 | $11M | -3% | 54k | 203.43 |
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| Procter & Gamble Company (PG) | 2.8 | $9.8M | -3% | 68k | 144.44 |
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| Abbott Laboratories (ABT) | 2.7 | $9.4M | -2% | 92k | 102.67 |
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| Rockwell Automation (ROK) | 2.7 | $9.4M | -2% | 26k | 358.88 |
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| Schneider Elect Sa-unsp (SBGSY) | 2.7 | $9.3M | 172k | 54.43 |
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| Chevron Corporation (CVX) | 2.7 | $9.2M | -3% | 45k | 206.90 |
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| Applied Materials (AMAT) | 2.5 | $8.7M | 26k | 341.79 |
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| Danaher Corporation (DHR) | 2.5 | $8.7M | -2% | 46k | 189.60 |
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| Aptar (ATR) | 2.5 | $8.4M | -5% | 67k | 126.02 |
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| Automatic Data Processing (ADP) | 2.4 | $8.1M | -2% | 40k | 203.18 |
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| Eli Lilly & Co. (LLY) | 2.4 | $8.1M | +7% | 8.8k | 919.77 |
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| Home Depot (HD) | 2.4 | $8.1M | -3% | 25k | 328.89 |
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| Xylem (XYL) | 2.3 | $7.8M | 66k | 119.50 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $6.9M | 15k | 446.54 |
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| Berkshire Hathaway (BRK.A) | 1.9 | $6.5M | 9.00 | 718140.00 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $5.6M | -12% | 33k | 169.66 |
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| Canadian Natl Ry (CNI) | 1.6 | $5.4M | -7% | 53k | 102.77 |
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| Uber Technologies (UBER) | 1.4 | $4.9M | +25% | 69k | 71.93 |
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| American Express Company (AXP) | 1.4 | $4.9M | +9% | 16k | 302.48 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $4.7M | +19% | 50k | 93.98 |
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| UnitedHealth (UNH) | 0.9 | $3.1M | -37% | 12k | 270.59 |
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| Muenchener Rucckversi foreign | 0.8 | $2.8M | 4.4k | 623.42 |
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| Fiserv (FISV) | 0.7 | $2.5M | -28% | 44k | 55.80 |
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| Berkshire Hathaway (BRK.B) | 0.6 | $2.2M | +14% | 4.6k | 479.20 |
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| Merck & Co (MRK) | 0.6 | $2.1M | 18k | 120.29 |
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| Abbvie (ABBV) | 0.6 | $2.0M | 9.4k | 217.49 |
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| Broadcom (AVGO) | 0.5 | $1.7M | +285% | 5.5k | 309.51 |
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| Waste Connections (WCN) | 0.4 | $1.4M | NEW | 8.5k | 162.44 |
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| McCormick & Company, Incorporated (MKC) | 0.4 | $1.3M | -42% | 25k | 50.44 |
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| Carrier Global Corporation (CARR) | 0.4 | $1.3M | -8% | 22k | 56.31 |
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| Asml Holding (ASML) | 0.4 | $1.2M | +17% | 920.00 | 1320.83 |
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| Roche Holding (RHHBY) | 0.3 | $1.2M | 24k | 49.71 |
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| Nextera Energy (NEE) | 0.3 | $1.0M | NEW | 11k | 92.88 |
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| Emerson Electric (EMR) | 0.3 | $915k | -18% | 7.0k | 131.02 |
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| Wal-Mart Stores (WMT) | 0.3 | $895k | -31% | 7.2k | 124.28 |
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| Pepsi (PEP) | 0.2 | $835k | -11% | 5.4k | 155.29 |
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| Caterpillar (CAT) | 0.2 | $797k | -51% | 1.1k | 708.46 |
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| Deere & Company (DE) | 0.2 | $608k | -27% | 1.1k | 563.30 |
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| Union Pacific Corporation (UNP) | 0.2 | $546k | 2.3k | 242.62 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $507k | 5.5k | 93.00 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $474k | 3.5k | 135.34 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $448k | 1.6k | 286.86 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $430k | +73% | 1.5k | 294.16 |
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| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $427k | +100% | 3.4k | 125.46 |
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| Wells Fargo & Company (WFC) | 0.1 | $398k | 5.0k | 79.61 |
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| Facebook Inc cl a (META) | 0.1 | $352k | 615.00 | 572.12 |
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| Visa (V) | 0.1 | $348k | -13% | 1.2k | 302.24 |
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| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $328k | 1.4k | 227.34 |
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| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $302k | 1.1k | 274.19 |
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| Coca-Cola Company (KO) | 0.1 | $298k | 3.9k | 76.05 |
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| Air Products & Chemicals (APD) | 0.1 | $291k | NEW | 1.0k | 290.49 |
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| Gilead Sciences (GILD) | 0.1 | $275k | 2.0k | 139.37 |
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| Colgate-Palmolive Company (CL) | 0.1 | $266k | NEW | 3.1k | 85.23 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $255k | NEW | 3.2k | 78.66 |
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| Cisco Systems (CSCO) | 0.1 | $237k | 3.1k | 77.59 |
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| EOG Resources (EOG) | 0.1 | $223k | NEW | 1.5k | 144.57 |
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| Relx (RELX) | 0.1 | $200k | -57% | 6.0k | 33.15 |
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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 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
- Puzo Michael J 2022 Q2 filed July 19, 2022