Puzo Michael J as of June 30, 2026
Portfolio Holdings for Puzo Michael J
Puzo Michael J holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 7.2 | $28M | 48k | 580.91 | |
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $24M | 68k | 357.37 | |
| NVIDIA Corporation (NVDA) | 5.4 | $21M | 105k | 200.09 | |
| Apple (AAPL) | 5.2 | $20M | 70k | 289.36 | |
| Applied Materials (AMAT) | 4.7 | $18M | 25k | 723.00 | |
| Analog Devices (ADI) | 4.4 | $17M | 43k | 397.17 | |
| Johnson & Johnson (JNJ) | 3.9 | $15M | 60k | 253.97 | |
| Microsoft Corporation (MSFT) | 3.7 | $14M | 38k | 373.02 | |
| Amazon (AMZN) | 3.7 | $14M | 60k | 238.34 | |
| MasterCard Incorporated (MA) | 3.3 | $13M | 25k | 513.60 | |
| Raytheon Technologies Corp (RTX) | 3.3 | $13M | 68k | 189.73 | |
| Rockwell Automation (ROK) | 3.3 | $13M | 26k | 495.08 | |
| TJX Companies (TJX) | 3.0 | $12M | 78k | 151.50 | |
| Eli Lilly & Co. (LLY) | 2.9 | $11M | 9.4k | 1199.43 | |
| Schneider Elect Sa-unsp (SBGSY) | 2.9 | $11M | 171k | 65.18 | |
| Procter & Gamble Company (PG) | 2.5 | $9.8M | 67k | 146.64 | |
| Automatic Data Processing (ADP) | 2.3 | $8.8M | 39k | 223.95 | |
| Home Depot (HD) | 2.2 | $8.7M | 25k | 352.68 | |
| Danaher Corporation (DHR) | 2.2 | $8.6M | 45k | 190.48 | |
| Abbott Laboratories (ABT) | 2.1 | $8.3M | 92k | 90.74 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $7.9M | 16k | 496.73 | |
| Xylem (XYL) | 2.0 | $7.7M | 65k | 118.21 | |
| Aptar (ATR) | 1.9 | $7.5M | 60k | 125.20 | |
| Chevron Corporation (CVX) | 1.9 | $7.4M | 45k | 165.76 | |
| American Express Company (AXP) | 1.7 | $6.5M | 19k | 338.25 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $6.0M | 8.00 | 748850.00 | |
| Canadian Natl Ry (CNI) | 1.5 | $5.9M | 50k | 119.24 | |
| Uber Technologies (UBER) | 1.4 | $5.5M | 76k | 72.16 | |
| Charles Schwab Corporation (SCHW) | 1.3 | $5.1M | 56k | 92.27 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $4.5M | 33k | 136.72 | |
| Broadcom (AVGO) | 1.0 | $3.7M | 9.9k | 377.75 | |
| Waste Connections (WCN) | 0.9 | $3.5M | 21k | 166.69 | |
| Nextera Energy (NEE) | 0.7 | $2.7M | 30k | 87.77 | |
| Muenchener Rucckversi foreign | 0.6 | $2.5M | 4.4k | 556.82 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $2.2M | 4.5k | 500.39 | |
| Merck & Co (MRK) | 0.6 | $2.2M | 17k | 128.50 | |
| Abbvie (ABBV) | 0.6 | $2.2M | 8.8k | 251.64 | |
| Asml Holding (ASML) | 0.5 | $1.8M | 915.00 | 1961.37 | |
| Roche Holding (RHHBY) | 0.3 | $1.2M | 24k | 51.35 | |
| Caterpillar (CAT) | 0.3 | $1.1M | 1.1k | 1064.90 | |
| Emerson Electric (EMR) | 0.3 | $1.0M | 7.0k | 143.15 | |
| Wal-Mart Stores (WMT) | 0.2 | $816k | 7.2k | 113.26 | |
| Deere & Company (DE) | 0.2 | $641k | 1.0k | 634.33 | |
| Bank Of Montreal Cadcom (BMO) | 0.2 | $619k | 3.5k | 176.70 | |
| Union Pacific Corporation (UNP) | 0.2 | $611k | 2.2k | 272.00 | |
| UnitedHealth (UNH) | 0.2 | $588k | 1.4k | 415.63 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $551k | 1.6k | 353.33 | |
| Fiserv (FISV) | 0.1 | $545k | 11k | 49.05 | |
| Intel Corporation (INTC) | 0.1 | $465k | 3.3k | 139.63 | |
| Pepsi (PEP) | 0.1 | $433k | 3.2k | 135.40 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $423k | 5.5k | 77.54 | |
| Wells Fargo & Company (WFC) | 0.1 | $413k | 5.0k | 82.64 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $402k | 4.6k | 86.65 | |
| Visa (V) | 0.1 | $395k | 1.2k | 343.09 | |
| Fidelity 500 Index Fund Fund Equity Mutual Fu (FXAIX) | 0.1 | $377k | 1.4k | 261.15 | |
| Fidelity Nasdaq Composite Inde Equity Mutual Fu (FNCMX) | 0.1 | $368k | 1.1k | 333.58 | |
| Cisco Systems (CSCO) | 0.1 | $359k | 3.1k | 117.46 | |
| Coca-Cola Company (KO) | 0.1 | $319k | 3.9k | 81.27 | |
| Facebook Inc cl a (META) | 0.1 | $307k | 545.00 | 563.28 | |
| Gilead Sciences (GILD) | 0.1 | $250k | 2.0k | 126.34 | |
| Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) | 0.1 | $247k | 1.7k | 145.14 | |
| Corning Incorporated (GLW) | 0.1 | $243k | 950.00 | 255.43 | |
| Carrier Global Corporation (CARR) | 0.1 | $241k | 3.3k | 73.35 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $229k | 700.00 | 327.33 | |
| Dover Corporation (DOV) | 0.1 | $202k | 900.00 | 224.28 | |
| Gqg Partners Emerging Markets Equity Mutual Fu (GQGIX) | 0.0 | $193k | 10k | 18.53 |
