Puzo Michael J as of Dec. 31, 2024
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 73 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $21M | 84k | 250.42 | |
| Alphabet Inc Class A cs (GOOGL) | 5.0 | $18M | 95k | 189.30 | |
| NVIDIA Corporation (NVDA) | 4.7 | $17M | 126k | 134.29 | |
| MasterCard Incorporated (MA) | 4.5 | $16M | 31k | 526.57 | |
| Microsoft Corporation (MSFT) | 4.5 | $16M | 38k | 421.50 | |
| Fiserv (FI) | 4.3 | $15M | 75k | 205.42 | |
| Automatic Data Processing (ADP) | 3.7 | $13M | 46k | 292.73 | |
| Amazon (AMZN) | 3.7 | $13M | 60k | 219.39 | |
| Procter & Gamble Company (PG) | 3.4 | $12M | 72k | 167.65 | |
| Aptar (ATR) | 3.2 | $12M | 74k | 157.10 | |
| Analog Devices (ADI) | 3.1 | $11M | 53k | 212.46 | |
| Abbott Laboratories (ABT) | 3.1 | $11M | 99k | 113.11 | |
| Danaher Corporation (DHR) | 2.9 | $10M | 45k | 229.55 | |
| Johnson & Johnson (JNJ) | 2.9 | $10M | 71k | 144.62 | |
| Raytheon Technologies Corp (RTX) | 2.8 | $10M | 88k | 115.72 | |
| Home Depot (HD) | 2.8 | $10M | 26k | 388.99 | |
| TJX Companies (TJX) | 2.7 | $9.8M | 81k | 120.81 | |
| Rockwell Automation (ROK) | 2.7 | $9.6M | 34k | 285.79 | |
| Advanced Micro Devices (AMD) | 2.6 | $9.4M | 78k | 120.79 | |
| Canadian Natl Ry (CNI) | 2.4 | $8.7M | 86k | 101.51 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.4 | $8.4M | 170k | 49.64 | |
| Berkshire Hathaway (BRK.A) | 2.3 | $8.2M | 12.00 | 680920.00 | |
| UnitedHealth (UNH) | 2.2 | $8.0M | 16k | 505.86 | |
| Xylem (XYL) | 2.1 | $7.6M | 66k | 116.02 | |
| Carrier Global Corporation (CARR) | 1.9 | $6.9M | 102k | 68.26 | |
| Chevron Corporation (CVX) | 1.9 | $6.9M | 47k | 144.84 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.7 | $6.2M | 76k | 81.70 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $5.7M | 14k | 402.70 | |
| McCormick & Company, Incorporated (MKC) | 1.4 | $5.1M | 67k | 76.24 | |
| Ball Corporation (BALL) | 1.4 | $4.9M | 89k | 55.13 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $4.2M | 39k | 107.57 | |
| Becton, Dickinson and (BDX) | 1.1 | $4.0M | 18k | 226.87 | |
| Muenchener Rucckversi foreign | 0.6 | $2.2M | 4.5k | 500.34 | |
| salesforce (CRM) | 0.5 | $1.9M | 5.6k | 334.33 | |
| Abbvie (ABBV) | 0.5 | $1.8M | 10k | 177.70 | |
| Merck & Co (MRK) | 0.5 | $1.8M | 18k | 99.48 | |
| Pepsi (PEP) | 0.5 | $1.7M | 11k | 152.06 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.5M | 3.4k | 453.28 | |
| Emerson Electric (EMR) | 0.3 | $1.2M | 9.5k | 123.93 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 12k | 90.35 | |
| Medtronic (MDT) | 0.3 | $1.0M | 13k | 79.88 | |
| Caterpillar (CAT) | 0.3 | $983k | 2.7k | 362.76 | |
| Roche Holding (RHHBY) | 0.2 | $845k | 24k | 34.88 | |
| Deere & Company (DE) | 0.2 | $731k | 1.7k | 423.70 | |
| Visa (V) | 0.2 | $730k | 2.3k | 316.04 | |
| Asml Holding (ASML) | 0.2 | $575k | 830.00 | 693.08 | |
| Union Pacific Corporation (UNP) | 0.1 | $513k | 2.3k | 228.04 | |
| Eli Lilly & Co. (LLY) | 0.1 | $506k | 655.00 | 772.00 | |
| Novo Nordisk A/S (NVO) | 0.1 | $473k | 5.5k | 86.02 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $467k | 1.1k | 444.68 | |
| Relx (RELX) | 0.1 | $433k | 9.5k | 45.42 | |
| Ecolab (ECL) | 0.1 | $428k | 1.8k | 234.32 | |
| Intel Corporation (INTC) | 0.1 | $405k | 20k | 20.05 | |
| American Express Company (AXP) | 0.1 | $386k | 1.3k | 296.79 | |
| Colgate-Palmolive Company (CL) | 0.1 | $371k | 4.1k | 90.91 | |
| Wells Fargo & Company (WFC) | 0.1 | $351k | 5.0k | 70.24 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $341k | 5.5k | 62.65 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $340k | 3.5k | 97.05 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $335k | 1.6k | 204.14 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $333k | 1.8k | 190.44 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $319k | 1.3k | 244.68 | |
| Honeywell International (HON) | 0.1 | $310k | 1.4k | 225.89 | |
| Novartis (NVS) | 0.1 | $300k | 3.1k | 97.31 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $281k | 1.5k | 187.51 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $276k | 470.00 | 586.08 | |
| Bank Ozk (OZK) | 0.1 | $274k | 6.1k | 44.53 | |
| SYSCO Corporation (SYY) | 0.1 | $262k | 3.4k | 76.46 | |
| Coca-Cola Company (KO) | 0.1 | $249k | 4.0k | 62.26 | |
| Cisco Systems (CSCO) | 0.1 | $239k | 4.0k | 59.20 | |
| Facebook Inc cl a (META) | 0.1 | $220k | 375.00 | 585.51 | |
| Nucor Corporation (NUE) | 0.1 | $210k | 1.8k | 116.71 | |
| Dover Corporation (DOV) | 0.1 | $206k | 1.1k | 187.60 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $204k | 850.00 | 239.71 |
