Puzo Michael J
Puzo Michael J reported 368 holdings worth US$388M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Puzo Michael J reported 368 holdings worth US$388M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 368
- Value as reported
- US$388M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 48,290 | US$28.1M | 7.2% |
| Alphabet Inc (google) Class C | 69,464 | US$24.8M | 6.4% |
| Nvidia Corporation | 105K | US$20.9M | 5.4% |
| Apple Inc | 70,293 | US$20.3M | 5.2% |
| Applied Materials, Inc. | 25,035 | US$18.1M | 4.7% |
| Analog Devices, Inc. | 43,236 | US$17.2M | 4.4% |
| Johnson & Johnson | 59,597 | US$15.1M | 3.9% |
| Microsoft Corp. | 38,446 | US$14.3M | 3.7% |
| Amazon.com, Inc. | 59,827 | US$14.3M | 3.7% |
| Mastercard Incorporated | 25,086 | US$12.9M | 3.3% |
| Rtx Corporation | 67,846 | US$12.9M | 3.3% |
| Rockwell Automation, Inc. | 25,511 | US$12.6M | 3.3% |
| Tjx Companies, Inc. (the) | 77,779 | US$11.8M | 3.0% |
| Eli Lilly And Company | 9,392 | US$11.3M | 2.9% |
| Schneider Electric Se | 170K | US$11.1M | 2.9% |
| Procter & Gamble Company (the) | 66,746 | US$9.79M | 2.5% |
| Automatic Data Processing, Inc. | 39,376 | US$8.82M | 2.3% |
| Home Depot, Inc. (the) | 24,726 | US$8.72M | 2.2% |
| Danaher Corporation | 45,274 | US$8.62M | 2.2% |
| Abbott Laboratories | 91,512 | US$8.3M | 2.1% |
| Berkshire Hathaway Inc. | 16,457 | US$8.24M | 2.1% |
| Vertex Pharmaceuticals Incorporated | 15,907 | US$7.9M | 2.0% |
| Xylem Inc. | 65,331 | US$7.72M | 2.0% |
| Aptargroup, Inc. | 60,108 | US$7.53M | 1.9% |
| Chevron Corporation | 44,480 | US$7.37M | 1.9% |
| American Express Company | 19,362 | US$6.55M | 1.7% |
| Canadian National Railway Company | 49,603 | US$5.91M | 1.5% |
| Uber Technologies, Inc. | 75,833 | US$5.47M | 1.4% |
| Charles Schwab Corporation (the) | 55,627 | US$5.13M | 1.3% |
| Exxon Mobil Corporation | 32,671 | US$4.47M | 1.2% |
| Broadcom Inc. | 9,864 | US$3.73M | 0.96% |
| Waste Connections, Inc. | 21,257 | US$3.54M | 0.91% |
| Nextera Energy, Inc. | 30,272 | US$2.66M | 0.68% |
| Merck & Company, Inc. | 17,353 | US$2.23M | 0.57% |
| Abbvie Inc. | 8,766 | US$2.21M | 0.57% |
| Asml Holding Nv | 915 | US$1.79M | 0.46% |
| Roche Holding Ltd | 23,940 | US$1.23M | 0.32% |
| Caterpillar, Inc. | 1,050 | US$1.12M | 0.29% |
| Emerson Electric Company | 6,987 | US$1M | 0.26% |
| Walmart Inc. | 7,200 | US$815K | 0.21% |
| Deere & Company | 1,010 | US$641K | 0.17% |
| Bank Of Montreal | 3,500 | US$618K | 0.16% |
| Union Pacific Corporation | 2,245 | US$611K | 0.16% |
| Unitedhealth Group Incorporated | 1,415 | US$588K | 0.15% |
| Fiserv, Inc. | 11,110 | US$545K | 0.14% |
| Intel Corporation | 3,332 | US$465K | 0.12% |
| Pepsico, Inc. | 3,200 | US$433K | 0.11% |
| Shell Plc | 5,450 | US$423K | 0.11% |
| Wells Fargo & Company | 5,000 | US$413K | 0.11% |
| Canadian Pacific Kansas City Limited | 4,639 | US$402K | 0.10% |
| Visa Inc. | 1,150 | US$395K | 0.10% |
| Cisco Systems, Inc. | 3,060 | US$359K | 0.09% |
| Coca-cola Company (the) | 3,920 | US$319K | 0.08% |
| Meta Platforms, Inc. | 545 | US$307K | 0.08% |
| Gilead Sciences, Inc. | 1,976 | US$250K | 0.06% |
| Corning Incorporated | 950 | US$243K | 0.06% |
| Carrier Global Corporation | 3,285 | US$241K | 0.06% |
| Jp Morgan Chase & Co. | 700 | US$229K | 0.06% |
| Dover Corporation | 900 | US$202K | 0.05% |
| Mccormick & Company, Incorporated | 0 | US$0 | 0.00% |
| Relx Plc | 0 | US$0 | 0.00% |
| Air Products And Chemicals, Inc. | 0 | US$0 | 0.00% |
| Colgate-palmolive Company | 0 | US$0 | 0.00% |
| Eog Resources, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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