Puzo Michael J as of March 31, 2026
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.2 | $21M | 75k | 287.56 | |
| NVIDIA Corporation (NVDA) | 5.4 | $19M | 107k | 174.40 | |
| Apple (AAPL) | 5.4 | $19M | 73k | 253.79 | |
| Analog Devices (ADI) | 4.5 | $15M | 48k | 318.14 | |
| Johnson & Johnson (JNJ) | 4.4 | $15M | 61k | 244.44 | |
| Microsoft Corporation (MSFT) | 4.1 | $14M | 38k | 370.17 | |
| Raytheon Technologies Corp (RTX) | 4.0 | $14M | 71k | 192.90 | |
| TJX Companies (TJX) | 3.6 | $13M | 78k | 159.70 | |
| MasterCard Incorporated (MA) | 3.6 | $12M | 25k | 499.66 | |
| Amazon (AMZN) | 3.6 | $12M | 60k | 208.27 | |
| Advanced Micro Devices (AMD) | 3.2 | $11M | 54k | 203.43 | |
| Procter & Gamble Company (PG) | 2.8 | $9.8M | 68k | 144.44 | |
| Abbott Laboratories (ABT) | 2.7 | $9.4M | 92k | 102.67 | |
| Rockwell Automation (ROK) | 2.7 | $9.4M | 26k | 358.88 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.7 | $9.3M | 172k | 54.43 | |
| Chevron Corporation (CVX) | 2.7 | $9.2M | 45k | 206.90 | |
| Applied Materials (AMAT) | 2.5 | $8.7M | 26k | 341.79 | |
| Danaher Corporation (DHR) | 2.5 | $8.7M | 46k | 189.60 | |
| Aptar (ATR) | 2.5 | $8.4M | 67k | 126.02 | |
| Automatic Data Processing (ADP) | 2.4 | $8.1M | 40k | 203.18 | |
| Eli Lilly & Co. (LLY) | 2.4 | $8.1M | 8.8k | 919.77 | |
| Home Depot (HD) | 2.4 | $8.1M | 25k | 328.89 | |
| Xylem (XYL) | 2.3 | $7.8M | 66k | 119.50 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $6.9M | 15k | 446.54 | |
| Berkshire Hathaway (BRK.A) | 1.9 | $6.5M | 9.00 | 718140.00 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $5.6M | 33k | 169.66 | |
| Canadian Natl Ry (CNI) | 1.6 | $5.4M | 53k | 102.77 | |
| Uber Technologies (UBER) | 1.4 | $4.9M | 69k | 71.93 | |
| American Express Company (AXP) | 1.4 | $4.9M | 16k | 302.48 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $4.7M | 50k | 93.98 | |
| UnitedHealth (UNH) | 0.9 | $3.1M | 12k | 270.59 | |
| Muenchener Rucckversi foreign | 0.8 | $2.8M | 4.4k | 623.42 | |
| Fiserv (FISV) | 0.7 | $2.5M | 44k | 55.80 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $2.2M | 4.6k | 479.20 | |
| Merck & Co (MRK) | 0.6 | $2.1M | 18k | 120.29 | |
| Abbvie (ABBV) | 0.6 | $2.0M | 9.4k | 217.49 | |
| Broadcom (AVGO) | 0.5 | $1.7M | 5.5k | 309.51 | |
| Waste Connections (WCN) | 0.4 | $1.4M | 8.5k | 162.44 | |
| McCormick & Company, Incorporated (MKC) | 0.4 | $1.3M | 25k | 50.44 | |
| Carrier Global Corporation (CARR) | 0.4 | $1.3M | 22k | 56.31 | |
| Asml Holding (ASML) | 0.4 | $1.2M | 920.00 | 1320.83 | |
| Roche Holding (RHHBY) | 0.3 | $1.2M | 24k | 49.71 | |
| Nextera Energy (NEE) | 0.3 | $1.0M | 11k | 92.88 | |
| Emerson Electric (EMR) | 0.3 | $915k | 7.0k | 131.02 | |
| Wal-Mart Stores (WMT) | 0.3 | $895k | 7.2k | 124.28 | |
| Pepsi (PEP) | 0.2 | $835k | 5.4k | 155.29 | |
| Caterpillar (CAT) | 0.2 | $797k | 1.1k | 708.46 | |
| Deere & Company (DE) | 0.2 | $608k | 1.1k | 563.30 | |
| Union Pacific Corporation (UNP) | 0.2 | $546k | 2.3k | 242.62 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $507k | 5.5k | 93.00 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $474k | 3.5k | 135.34 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $448k | 1.6k | 286.86 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $430k | 1.5k | 294.16 | |
| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $427k | 3.4k | 125.46 | |
| Wells Fargo & Company (WFC) | 0.1 | $398k | 5.0k | 79.61 | |
| Facebook Inc cl a (META) | 0.1 | $352k | 615.00 | 572.12 | |
| Visa (V) | 0.1 | $348k | 1.2k | 302.24 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $328k | 1.4k | 227.34 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $302k | 1.1k | 274.19 | |
| Coca-Cola Company (KO) | 0.1 | $298k | 3.9k | 76.05 | |
| Air Products & Chemicals (APD) | 0.1 | $291k | 1.0k | 290.49 | |
| Gilead Sciences (GILD) | 0.1 | $275k | 2.0k | 139.37 | |
| Colgate-Palmolive Company (CL) | 0.1 | $266k | 3.1k | 85.23 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $255k | 3.2k | 78.66 | |
| Cisco Systems (CSCO) | 0.1 | $237k | 3.1k | 77.59 | |
| EOG Resources (EOG) | 0.1 | $223k | 1.5k | 144.57 | |
| Relx (RELX) | 0.1 | $200k | 6.0k | 33.15 |
