Puzo Michael J as of June 30, 2025
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.3 | $19M | 118k | 157.99 | |
| Microsoft Corporation (MSFT) | 5.3 | $18M | 37k | 497.41 | |
| Apple (AAPL) | 4.5 | $16M | 78k | 205.17 | |
| Alphabet Inc Class A cs (GOOGL) | 4.5 | $16M | 90k | 176.23 | |
| MasterCard Incorporated (MA) | 4.5 | $16M | 28k | 561.94 | |
| Automatic Data Processing (ADP) | 3.7 | $13M | 42k | 308.40 | |
| Amazon (AMZN) | 3.6 | $13M | 58k | 219.39 | |
| Abbott Laboratories (ABT) | 3.6 | $13M | 92k | 136.01 | |
| Analog Devices (ADI) | 3.5 | $12M | 52k | 238.02 | |
| Raytheon Technologies Corp (RTX) | 3.4 | $12M | 82k | 146.02 | |
| Fiserv (FI) | 3.3 | $12M | 67k | 172.41 | |
| Procter & Gamble Company (PG) | 3.2 | $11M | 70k | 159.32 | |
| Aptar (ATR) | 3.2 | $11M | 71k | 156.43 | |
| Johnson & Johnson (JNJ) | 2.9 | $10M | 68k | 152.75 | |
| TJX Companies (TJX) | 2.8 | $9.8M | 79k | 123.49 | |
| Advanced Micro Devices (AMD) | 2.7 | $9.6M | 67k | 141.90 | |
| Home Depot (HD) | 2.6 | $9.3M | 25k | 366.64 | |
| Rockwell Automation (ROK) | 2.6 | $9.3M | 28k | 332.17 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.6 | $9.2M | 172k | 53.38 | |
| Danaher Corporation (DHR) | 2.6 | $9.2M | 47k | 197.54 | |
| Carrier Global Corporation (CARR) | 2.4 | $8.4M | 115k | 73.19 | |
| Xylem (XYL) | 2.4 | $8.3M | 64k | 129.36 | |
| Berkshire Hathaway (BRK.A) | 2.3 | $8.0M | 11.00 | 728800.00 | |
| Canadian Natl Ry (CNI) | 2.1 | $7.3M | 70k | 104.04 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $6.8M | 15k | 445.20 | |
| Chevron Corporation (CVX) | 1.9 | $6.6M | 46k | 143.19 | |
| McCormick & Company, Incorporated (MKC) | 1.6 | $5.8M | 76k | 75.82 | |
| UnitedHealth (UNH) | 1.5 | $5.2M | 17k | 311.97 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $4.1M | 38k | 107.80 | |
| salesforce (CRM) | 1.0 | $3.7M | 13k | 272.69 | |
| Eli Lilly & Co. (LLY) | 1.0 | $3.6M | 4.6k | 779.53 | |
| Uber Technologies (UBER) | 0.9 | $3.1M | 33k | 93.30 | |
| Novo Nordisk A/S (NVO) | 0.9 | $3.0M | 44k | 69.02 | |
| Muenchener Rucckversi foreign | 0.8 | $2.9M | 4.5k | 645.30 | |
| American Express Company (AXP) | 0.7 | $2.5M | 7.8k | 318.98 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.7 | $2.4M | 24k | 99.32 | |
| Abbvie (ABBV) | 0.5 | $1.8M | 9.4k | 185.62 | |
| Applied Materials (AMAT) | 0.5 | $1.7M | 9.3k | 183.07 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $1.6M | 18k | 91.24 | |
| Merck & Co (MRK) | 0.4 | $1.4M | 18k | 79.16 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.4M | 2.8k | 485.77 | |
| Emerson Electric (EMR) | 0.3 | $1.2M | 8.6k | 133.33 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 11k | 97.78 | |
| Pepsi (PEP) | 0.3 | $1.0M | 7.8k | 132.04 | |
| Roche Holding (RHHBY) | 0.3 | $976k | 24k | 40.76 | |
| Caterpillar (CAT) | 0.3 | $928k | 2.4k | 388.21 | |
| Deere & Company (DE) | 0.2 | $758k | 1.5k | 508.49 | |
| Asml Holding (ASML) | 0.2 | $641k | 800.00 | 801.39 | |
| Relx (RELX) | 0.2 | $584k | 11k | 54.34 | |
| Union Pacific Corporation (UNP) | 0.1 | $518k | 2.3k | 230.08 | |
| Visa (V) | 0.1 | $472k | 1.3k | 355.05 | |
| Ecolab (ECL) | 0.1 | $451k | 1.7k | 269.44 | |
| Wells Fargo & Company (WFC) | 0.1 | $401k | 5.0k | 80.12 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $387k | 3.5k | 110.63 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $384k | 5.5k | 70.41 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $355k | 1.6k | 216.05 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $337k | 1.3k | 258.87 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $302k | 1.7k | 177.39 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $280k | 1.4k | 207.62 | |
| Coca-Cola Company (KO) | 0.1 | $279k | 3.9k | 70.75 | |
| Facebook Inc cl a (META) | 0.1 | $277k | 375.00 | 738.09 | |
| Honeywell International (HON) | 0.1 | $262k | 1.1k | 232.88 | |
| SYSCO Corporation (SYY) | 0.1 | $256k | 3.4k | 75.74 | |
| Bank Ozk (OZK) | 0.1 | $254k | 5.4k | 47.06 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $246k | 850.00 | 289.91 | |
| Novartis (NVS) | 0.1 | $246k | 2.0k | 121.01 | |
| Nucor Corporation (NUE) | 0.1 | $233k | 1.8k | 129.54 | |
| Gilead Sciences (GILD) | 0.1 | $233k | 2.1k | 110.87 | |
| Cisco Systems (CSCO) | 0.1 | $219k | 3.2k | 69.38 | |
| Colgate-Palmolive Company (CL) | 0.1 | $219k | 2.4k | 90.90 | |
| IDEXX Laboratories (IDXX) | 0.1 | $215k | 400.00 | 536.34 |
