Puzo Michael J as of Dec. 31, 2025
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.9 | $25M | 81k | 313.00 | |
| Apple (AAPL) | 5.6 | $21M | 76k | 271.86 | |
| NVIDIA Corporation (NVDA) | 5.5 | $20M | 109k | 186.50 | |
| Microsoft Corporation (MSFT) | 4.9 | $18M | 37k | 483.62 | |
| MasterCard Incorporated (MA) | 4.0 | $15M | 26k | 570.88 | |
| Raytheon Technologies Corp (RTX) | 3.9 | $14M | 77k | 183.40 | |
| Analog Devices (ADI) | 3.8 | $14M | 51k | 271.20 | |
| Johnson & Johnson (JNJ) | 3.7 | $14M | 65k | 206.95 | |
| Amazon (AMZN) | 3.6 | $13M | 57k | 230.82 | |
| TJX Companies (TJX) | 3.3 | $12M | 80k | 153.61 | |
| Advanced Micro Devices (AMD) | 3.3 | $12M | 56k | 214.16 | |
| Abbott Laboratories (ABT) | 3.2 | $12M | 94k | 125.29 | |
| Danaher Corporation (DHR) | 2.9 | $11M | 47k | 228.92 | |
| Automatic Data Processing (ADP) | 2.9 | $11M | 41k | 257.23 | |
| Rockwell Automation (ROK) | 2.8 | $11M | 27k | 389.07 | |
| Procter & Gamble Company (PG) | 2.7 | $10M | 70k | 143.31 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.6 | $9.5M | 173k | 54.93 | |
| Eli Lilly & Co. (LLY) | 2.4 | $8.8M | 8.2k | 1074.68 | |
| Home Depot (HD) | 2.4 | $8.8M | 25k | 344.10 | |
| Xylem (XYL) | 2.4 | $8.7M | 64k | 136.18 | |
| Aptar (ATR) | 2.3 | $8.6M | 71k | 121.96 | |
| Chevron Corporation (CVX) | 1.9 | $7.1M | 47k | 152.41 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $7.0M | 15k | 453.36 | |
| Berkshire Hathaway (BRK.A) | 1.8 | $6.8M | 9.00 | 754800.00 | |
| Applied Materials (AMAT) | 1.8 | $6.6M | 26k | 256.99 | |
| UnitedHealth (UNH) | 1.7 | $6.1M | 19k | 330.11 | |
| Canadian Natl Ry (CNI) | 1.5 | $5.6M | 57k | 98.85 | |
| American Express Company (AXP) | 1.5 | $5.5M | 15k | 369.95 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $4.5M | 38k | 120.34 | |
| Uber Technologies (UBER) | 1.2 | $4.5M | 55k | 81.71 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $4.1M | 42k | 99.91 | |
| Fiserv (FI) | 1.1 | $4.1M | 61k | 67.17 | |
| McCormick & Company, Incorporated (MKC) | 0.8 | $3.0M | 44k | 68.11 | |
| Muenchener Rucckversi foreign | 0.8 | $2.9M | 4.4k | 661.05 | |
| Abbvie (ABBV) | 0.6 | $2.2M | 9.4k | 228.49 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $2.0M | 4.0k | 502.65 | |
| Merck & Co (MRK) | 0.5 | $1.8M | 18k | 105.26 | |
| Caterpillar (CAT) | 0.4 | $1.3M | 2.3k | 572.87 | |
| Carrier Global Corporation (CARR) | 0.3 | $1.3M | 24k | 52.84 | |
| Roche Holding (RHHBY) | 0.3 | $1.2M | 24k | 51.57 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.2M | 11k | 111.41 | |
| Emerson Electric (EMR) | 0.3 | $1.1M | 8.6k | 132.72 | |
| Pepsi (PEP) | 0.2 | $872k | 6.1k | 143.52 | |
| Asml Holding (ASML) | 0.2 | $840k | 785.00 | 1069.86 | |
| Deere & Company (DE) | 0.2 | $689k | 1.5k | 465.57 | |
| Relx (RELX) | 0.2 | $573k | 14k | 40.42 | |
| Union Pacific Corporation (UNP) | 0.1 | $521k | 2.3k | 231.32 | |
| Broadcom (AVGO) | 0.1 | $495k | 1.4k | 346.10 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $490k | 1.6k | 313.80 | |
| Visa (V) | 0.1 | $466k | 1.3k | 350.71 | |
| Wells Fargo & Company (WFC) | 0.1 | $466k | 5.0k | 93.20 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $454k | 3.5k | 129.79 | |
| Ecolab (ECL) | 0.1 | $440k | 1.7k | 262.52 | |
| Facebook Inc cl a (META) | 0.1 | $406k | 615.00 | 660.08 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $401k | 5.5k | 73.48 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $343k | 1.4k | 237.65 | |
| Intel Corporation (INTC) | 0.1 | $326k | 8.8k | 36.90 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $325k | 1.1k | 294.81 | |
| salesforce (CRM) | 0.1 | $314k | 1.2k | 264.91 | |
| Nucor Corporation (NUE) | 0.1 | $294k | 1.8k | 163.11 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $277k | 2.8k | 98.78 | |
| Coca-Cola Company (KO) | 0.1 | $274k | 3.9k | 69.91 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $271k | 840.00 | 322.22 | |
| IDEXX Laboratories (IDXX) | 0.1 | $271k | 400.00 | 676.53 | |
| SYSCO Corporation (SYY) | 0.1 | $249k | 3.4k | 73.69 | |
| Bank Ozk (OZK) | 0.1 | $248k | 5.4k | 46.02 | |
| Gilead Sciences (GILD) | 0.1 | $243k | 2.0k | 122.74 | |
| Cisco Systems (CSCO) | 0.1 | $236k | 3.1k | 77.03 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $234k | 1.4k | 173.49 | |
| Honeywell International (HON) | 0.1 | $219k | 1.1k | 195.09 | |
| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $210k | 1.7k | 123.58 |
