Holdings
Puzo Michael J
As of Jun 30, 2026, Puzo Michael J reported 59 positions worth US$384M. Largest: Advanced Micro Devices Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 48,290 | US$28.1M | −5,977 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 69,464 | US$24.8M | −6,590 | Jun 30, 2026 |
| Nvidia Corporation | 105K | US$20.9M | −2,529 | Jun 30, 2026 |
| Apple Inc | 70,293 | US$20.3M | −2,651 | Jun 30, 2026 |
| Applied Materials, Inc. | 25,035 | US$18.1M | −542 | Jun 30, 2026 |
| Analog Devices, Inc. | 43,236 | US$17.2M | −5,015 | Jun 30, 2026 |
| Johnson & Johnson | 59,597 | US$15.1M | −1,611 | Jun 30, 2026 |
| Microsoft Corp. | 38,446 | US$14.3M | +424 | Jun 30, 2026 |
| Amazon.com, Inc. | 59,827 | US$14.3M | +249 | Jun 30, 2026 |
| Mastercard Incorporated | 25,086 | US$12.9M | +225 | Jun 30, 2026 |