Puzo Michael J as of March 31, 2025
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.1 | $18M | 80k | 222.13 | |
| MasterCard Incorporated (MA) | 4.6 | $16M | 30k | 548.12 | |
| Fiserv (FI) | 4.4 | $15M | 70k | 220.83 | |
| Microsoft Corporation (MSFT) | 4.2 | $15M | 39k | 375.39 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $14M | 93k | 154.64 | |
| Automatic Data Processing (ADP) | 3.9 | $14M | 45k | 305.53 | |
| NVIDIA Corporation (NVDA) | 3.9 | $14M | 125k | 108.38 | |
| Abbott Laboratories (ABT) | 3.8 | $13M | 99k | 132.65 | |
| Procter & Gamble Company (PG) | 3.5 | $12M | 72k | 170.42 | |
| Johnson & Johnson (JNJ) | 3.4 | $12M | 71k | 165.84 | |
| Raytheon Technologies Corp (RTX) | 3.3 | $12M | 87k | 132.46 | |
| Amazon (AMZN) | 3.3 | $12M | 61k | 190.26 | |
| Aptar (ATR) | 3.2 | $11M | 74k | 148.38 | |
| Analog Devices (ADI) | 3.1 | $11M | 53k | 201.67 | |
| TJX Companies (TJX) | 2.9 | $10M | 82k | 121.80 | |
| Danaher Corporation (DHR) | 2.8 | $9.7M | 48k | 205.00 | |
| Home Depot (HD) | 2.7 | $9.4M | 26k | 366.49 | |
| Berkshire Hathaway (BRK.A) | 2.5 | $8.8M | 11.00 | 798441.64 | |
| Rockwell Automation (ROK) | 2.5 | $8.6M | 33k | 258.38 | |
| UnitedHealth (UNH) | 2.4 | $8.4M | 16k | 523.75 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.3 | $8.1M | 176k | 45.92 | |
| Chevron Corporation (CVX) | 2.3 | $8.0M | 48k | 167.29 | |
| Advanced Micro Devices (AMD) | 2.3 | $8.0M | 78k | 102.74 | |
| Xylem (XYL) | 2.3 | $7.9M | 66k | 119.46 | |
| Canadian Natl Ry (CNI) | 2.1 | $7.5M | 77k | 97.46 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $7.4M | 15k | 484.82 | |
| Carrier Global Corporation (CARR) | 2.1 | $7.3M | 115k | 63.40 | |
| McCormick & Company, Incorporated (MKC) | 1.8 | $6.3M | 76k | 82.31 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.4 | $5.0M | 50k | 101.17 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $4.6M | 39k | 118.93 | |
| salesforce (CRM) | 0.9 | $3.0M | 11k | 268.36 | |
| Ball Corporation (BALL) | 0.8 | $2.8M | 55k | 52.07 | |
| Muenchener Rucckversi foreign | 0.8 | $2.8M | 4.5k | 630.95 | |
| Eli Lilly & Co. (LLY) | 0.6 | $2.1M | 2.5k | 825.91 | |
| Abbvie (ABBV) | 0.6 | $2.1M | 10k | 209.52 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $1.9M | 3.5k | 532.58 | |
| Novo Nordisk A/S (NVO) | 0.5 | $1.7M | 25k | 69.44 | |
| Merck & Co (MRK) | 0.5 | $1.6M | 18k | 89.76 | |
| Becton, Dickinson and (BDX) | 0.4 | $1.3M | 5.9k | 229.06 | |
| Pepsi (PEP) | 0.4 | $1.3M | 8.6k | 149.94 | |
| Uber Technologies (UBER) | 0.3 | $1.2M | 16k | 72.86 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 12k | 87.79 | |
| Emerson Electric (EMR) | 0.3 | $1.0M | 9.3k | 109.64 | |
| Roche Holding (RHHBY) | 0.3 | $986k | 24k | 41.15 | |
| Caterpillar (CAT) | 0.2 | $821k | 2.5k | 329.80 | |
| Deere & Company (DE) | 0.2 | $810k | 1.7k | 469.35 | |
| Visa (V) | 0.2 | $783k | 2.2k | 350.46 | |
| American Express Company (AXP) | 0.2 | $781k | 2.9k | 269.05 | |
| Asml Holding (ASML) | 0.2 | $543k | 820.00 | 662.63 | |
| Union Pacific Corporation (UNP) | 0.2 | $532k | 2.3k | 236.24 | |
| Relx (RELX) | 0.1 | $521k | 10k | 50.41 | |
| Ecolab (ECL) | 0.1 | $463k | 1.8k | 253.52 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $403k | 1.1k | 383.53 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $399k | 5.5k | 73.28 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $378k | 4.8k | 78.28 | |
| Wells Fargo & Company (WFC) | 0.1 | $359k | 5.0k | 71.79 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $334k | 3.5k | 95.51 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $321k | 1.6k | 195.41 | |
| Colgate-Palmolive Company (CL) | 0.1 | $310k | 3.3k | 93.70 | |
| Intel Corporation (INTC) | 0.1 | $299k | 13k | 22.71 | |
| Honeywell International (HON) | 0.1 | $291k | 1.4k | 211.75 | |
| Coca-Cola Company (KO) | 0.1 | $287k | 4.0k | 71.62 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $286k | 1.3k | 219.52 | |
| Novartis (NVS) | 0.1 | $272k | 2.4k | 111.48 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $270k | 1.5k | 179.70 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $266k | 1.7k | 156.23 | |
| SYSCO Corporation (SYY) | 0.1 | $253k | 3.4k | 75.04 | |
| Gilead Sciences (GILD) | 0.1 | $235k | 2.1k | 112.05 | |
| Bank Ozk (OZK) | 0.1 | $234k | 5.4k | 43.45 | |
| Cisco Systems (CSCO) | 0.1 | $232k | 3.8k | 61.71 | |
| Nucor Corporation (NUE) | 0.1 | $217k | 1.8k | 120.34 | |
| Facebook Inc cl a (META) | 0.1 | $216k | 375.00 | 576.36 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $209k | 850.00 | 245.30 |
