Puzo Michael J as of Sept. 30, 2025
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 5.9 | $22M | 89k | 243.10 | |
| NVIDIA Corporation (NVDA) | 5.7 | $21M | 112k | 186.58 | |
| Apple (AAPL) | 5.4 | $20M | 78k | 254.63 | |
| Microsoft Corporation (MSFT) | 5.2 | $19M | 37k | 517.95 | |
| MasterCard Incorporated (MA) | 4.1 | $15M | 27k | 568.81 | |
| Raytheon Technologies Corp (RTX) | 3.6 | $13M | 80k | 167.33 | |
| Amazon (AMZN) | 3.5 | $13M | 58k | 219.57 | |
| Analog Devices (ADI) | 3.5 | $13M | 52k | 245.70 | |
| Abbott Laboratories (ABT) | 3.4 | $12M | 93k | 133.94 | |
| Johnson & Johnson (JNJ) | 3.4 | $12M | 66k | 185.42 | |
| Automatic Data Processing (ADP) | 3.3 | $12M | 41k | 293.50 | |
| TJX Companies (TJX) | 3.1 | $12M | 79k | 144.54 | |
| Procter & Gamble Company (PG) | 2.9 | $11M | 70k | 153.65 | |
| Advanced Micro Devices (AMD) | 2.8 | $10M | 63k | 161.79 | |
| Home Depot (HD) | 2.8 | $10M | 25k | 405.19 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.6 | $9.7M | 173k | 56.02 | |
| Aptar (ATR) | 2.6 | $9.5M | 71k | 133.66 | |
| Xylem (XYL) | 2.6 | $9.5M | 64k | 147.50 | |
| Rockwell Automation (ROK) | 2.6 | $9.5M | 27k | 349.53 | |
| Danaher Corporation (DHR) | 2.5 | $9.2M | 47k | 198.26 | |
| Fiserv (FI) | 2.4 | $8.7M | 67k | 128.93 | |
| Berkshire Hathaway (BRK.A) | 2.1 | $7.5M | 10.00 | 754200.00 | |
| Chevron Corporation (CVX) | 2.0 | $7.2M | 46k | 155.29 | |
| Carrier Global Corporation (CARR) | 1.9 | $6.8M | 114k | 59.70 | |
| UnitedHealth (UNH) | 1.8 | $6.8M | 20k | 345.30 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.7 | $6.1M | 16k | 391.64 | |
| Canadian Natl Ry (CNI) | 1.6 | $6.0M | 63k | 94.30 | |
| Eli Lilly & Co. (LLY) | 1.6 | $5.8M | 7.6k | 763.00 | |
| McCormick & Company, Incorporated (MKC) | 1.4 | $5.1M | 76k | 66.91 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $4.2M | 38k | 112.75 | |
| Uber Technologies (UBER) | 1.1 | $4.0M | 41k | 97.97 | |
| Applied Materials (AMAT) | 1.0 | $3.5M | 17k | 204.74 | |
| American Express Company (AXP) | 1.0 | $3.5M | 11k | 332.16 | |
| salesforce (CRM) | 0.9 | $3.4M | 14k | 237.00 | |
| Muenchener Rucckversi foreign | 0.8 | $2.8M | 4.4k | 640.35 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $2.3M | 24k | 95.47 | |
| Abbvie (ABBV) | 0.6 | $2.2M | 9.4k | 231.54 | |
| Merck & Co (MRK) | 0.4 | $1.5M | 18k | 83.93 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $1.3M | 2.6k | 502.74 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 11k | 103.06 | |
| Emerson Electric (EMR) | 0.3 | $1.1M | 8.6k | 131.18 | |
| Caterpillar (CAT) | 0.3 | $1.1M | 2.3k | 477.15 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $1.0M | 11k | 91.77 | |
| Roche Holding (RHHBY) | 0.3 | $1.0M | 24k | 41.81 | |
| Pepsi (PEP) | 0.3 | $963k | 6.9k | 140.44 | |
| Asml Holding (ASML) | 0.2 | $773k | 795.00 | 972.27 | |
| Deere & Company (DE) | 0.2 | $677k | 1.5k | 457.26 | |
| Relx (RELX) | 0.2 | $652k | 14k | 47.76 | |
| Union Pacific Corporation (UNP) | 0.1 | $532k | 2.3k | 236.37 | |
| Ecolab (ECL) | 0.1 | $459k | 1.7k | 273.86 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $456k | 3.5k | 130.25 | |
| Visa (V) | 0.1 | $454k | 1.3k | 341.38 | |
| Wells Fargo & Company (WFC) | 0.1 | $419k | 5.0k | 83.82 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $395k | 1.6k | 243.55 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $390k | 5.5k | 71.53 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $336k | 1.4k | 232.89 | |
| Novo Nordisk A/S (NVO) | 0.1 | $321k | 5.8k | 55.49 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $318k | 1.1k | 288.51 | |
| Intel Corporation (INTC) | 0.1 | $296k | 8.8k | 33.55 | |
| SYSCO Corporation (SYY) | 0.1 | $278k | 3.4k | 82.34 | |
| Bank Ozk (OZK) | 0.1 | $275k | 5.4k | 50.98 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $265k | 840.00 | 315.43 | |
| Coca-Cola Company (KO) | 0.1 | $260k | 3.9k | 66.32 | |
| IDEXX Laboratories (IDXX) | 0.1 | $256k | 400.00 | 638.89 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $248k | 1.4k | 183.73 | |
| Nucor Corporation (NUE) | 0.1 | $244k | 1.8k | 135.43 | |
| Facebook Inc cl a (META) | 0.1 | $239k | 325.00 | 734.38 | |
| Honeywell International (HON) | 0.1 | $236k | 1.1k | 210.50 | |
| Gilead Sciences (GILD) | 0.1 | $219k | 2.0k | 111.00 | |
| Cisco Systems (CSCO) | 0.1 | $216k | 3.2k | 68.42 | |
| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $207k | 1.7k | 121.81 |
