First Long Island Investors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, First Long Island Investors, Llc disclosed 72 stock positions valued at approximately $1.41B as of quarter-end June 30, 2026. The largest holdings include AMPHENOL CORP NEW CL A, NVIDIA CORPORATION COM, and AMAZON COM INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $1.41B
Holdings by Sector
First Long Island Investors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW CL A | APH | Technology | 5.57% | 445,193 | +84,426 | +23.40% | $78,496,430 |
| NVIDIA CORPORATION COM | NVDA | Technology | 5.03% | 354,890 | +8,786 | +2.54% | $71,009,940 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 4.90% | 289,993 | +15,207 | +5.53% | $69,116,932 |
| MICROSOFT CORP COM | MSFT | Technology | 4.24% | 160,492 | +453 | +0.28% | $59,866,726 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 4.19% | 165,391 | -8,805 | -5.05% | $59,105,782 |
| PARKER HANNIFIN CORP COM | PH | Industrials | 4.18% | 60,284 | +244 | +0.41% | $58,964,986 |
| LILLY ELI & CO COM | LLY | Healthcare | 3.90% | 45,914 | +1,839 | +4.17% | $55,070,629 |
| TAIWAN SEMICONDUCTOR MFG LTD S | TSM | Technology | 3.32% | 98,125 | -18,953 | -16.19% | $46,861,556 |
| BROADCOM LTD SGD | AVGO | Technology | 3.32% | 123,999 | +4,687 | +3.93% | $46,840,622 |
| VISA INC COM CL A | V | Financial Services | 3.30% | 135,745 | -7,305 | -5.11% | $46,572,752 |
| APPLE INC COM | AAPL | Technology | 3.08% | 150,353 | +36,111 | +31.61% | $43,506,144 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 2.70% | 116,356 | +48 | +0.04% | $38,086,809 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 2.39% | 29,207 | +29,207 | +100.00% | $33,713,348 |
| GE VERNOVA LLC COM | GEV | Utilities | 2.29% | 27,523 | +17,236 | +167.55% | $32,335,672 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 2.20% | 60,309 | -5,048 | -7.72% | $30,974,702 |
| WILLIAMS SONOMA INC COM | WSM | Consumer Cyclical | 2.16% | 130,525 | -83 | -0.06% | $30,425,377 |
| ABBVIE INC COM | ABBV | Healthcare | 2.11% | 118,244 | -125 | -0.11% | $29,754,920 |
| PHILIP MORRIS INTL INC COM | PM | Consumer Defensive | 2.05% | 159,442 | +236 | +0.15% | $28,844,652 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.02% | 112,030 | -183 | -0.16% | $28,452,259 |
| EATON CORP PLC SHS | ETN | Other | 1.99% | 65,924 | +10,911 | +19.83% | $28,091,535 |
| META PLATFORMS INC CL A | META | Communication Services | 1.95% | 48,898 | +270 | +0.56% | $27,543,754 |
| AUTOMATIC DATA PROCESSING INC | ADP | Technology | 1.92% | 121,048 | +11,331 | +10.33% | $27,108,700 |
| AMGEN INC COM | AMGN | Healthcare | 1.79% | 69,904 | -83 | -0.12% | $25,313,636 |
| UNITEDHEALTH GROUP INC COM | UNH | Healthcare | 1.74% | 58,973 | +6,333 | +12.03% | $24,510,948 |
| QUALCOMM INC COM | QCOM | Technology | 1.74% | 132,517 | -239 | -0.18% | $24,487,816 |
| FASTENAL CO COM | FAST | Industrials | 1.70% | 500,113 | -127 | -0.03% | $24,020,427 |
| ABBOTT LABS COM | ABT | Healthcare | 1.51% | 234,505 | -147,468 | -38.61% | $21,278,984 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 1.49% | 95,106 | -60,923 | -39.05% | $20,969,922 |
| FAIR ISAAC CORP | FICO | Technology | 1.48% | 17,465 | +1,839 | +11.77% | $20,866,833 |
| BLACKROCK INC COM | BLK | Financial Services | 1.46% | 21,450 | -17 | -0.08% | $20,625,462 |
Showing 30 of 72 holdings in the latest reporting period.