Puzo Michael J Portfolio Stock Holdings
Puzo Michael J disclosed 67 stock positions valued at approximately $343.3 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC CL A, NVIDIA CORP, and APPLE. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 67
- Portfolio Value
- $343.3M
Holdings by Sector
Puzo Michael J Portfolio Holdings in Q1 2026
65 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CL A | GOOGL | Communication Services | 6.24% | 74,498 | -6,033 | -7.49% | $21,422,645 |
| NVIDIA CORP | NVDA | Technology | 5.44% | 107,071 | -1,894 | -1.74% | $18,673,182 |
| APPLE | AAPL | Technology | 5.39% | 72,944 | -2,563 | -3.39% | $18,512,456 |
| ANALOG DEVICES | ADI | Technology | 4.47% | 48,251 | -3,086 | -6.01% | $15,350,572 |
| JOHNSON AND JOHNSON | JNJ | Healthcare | 4.36% | 61,208 | -4,195 | -6.41% | $14,961,684 |
| MICROSOFT | MSFT | Technology | 4.10% | 38,022 | +885 | +2.38% | $14,074,604 |
| RTX CORPORATION | RTX | Industrials | 3.97% | 70,659 | -6,586 | -8.53% | $13,630,119 |
| TJX COS | TJX | Consumer Cyclical | 3.65% | 78,427 | -1,646 | -2.06% | $12,524,790 |
| MASTERCARD | MA | Financial Services | 3.62% | 24,861 | -797 | -3.11% | $12,422,048 |
| AMAZON.COM | AMZN | Consumer Cyclical | 3.61% | 59,578 | +2,153 | +3.75% | $12,408,310 |
| ADVANCED MICRO DEVICES | AMD | Technology | 3.22% | 54,267 | -1,946 | -3.46% | $11,039,535 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 2.85% | 67,752 | -34,620 | -33.82% | $9,786,099 |
| ABBOTT LABS | ABT | Healthcare | 2.75% | 91,841 | -2,100 | -2.24% | $9,429,315 |
| ROCKWELL AUTOMATION | ROK | Industrials | 2.73% | 26,085 | -782 | -2.91% | $9,361,385 |
| SCHNEIDER ELEC SA ADR | SBGSY | Industrials | 2.72% | 171,595 | -1,550 | -0.90% | $9,339,916 |
| CHEVRON | CVX | Energy | 2.69% | 44,630 | -1,820 | -3.92% | $9,233,946 |
| APPLIED MATERIAL | AMAT | Technology | 2.55% | 25,577 | -146 | -0.57% | $8,741,964 |
| DANAHER CORP | DHR | Healthcare | 2.53% | 45,782 | -943 | -2.02% | $8,680,267 |
| APTARGROUP | ATR | Healthcare | 2.41% | 65,537 | -5,128 | -7.26% | $8,258,972 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 2.36% | 39,946 | -990 | -2.42% | $8,116,228 |
| ELI LILLY & CO | LLY | Healthcare | 2.36% | 8,816 | -863 | -8.92% | $8,108,695 |
| HOME DEPOT | HD | Consumer Cyclical | 2.36% | 24,633 | -810 | -3.18% | $8,101,547 |
| XYLEM INC | XYL | Industrials | 2.28% | 65,454 | +1,211 | +1.89% | $7,821,752 |
| VERTEX PHARMACEUTICALS | VRTX | Healthcare | 2.01% | 15,414 | +43 | +0.28% | $6,882,967 |
| BERKSHIRE HATHAWAY CL A | BRK-A | Financial Services | 1.88% | 9 | - | - | $6,463,260 |
| EXXON MOBIL | XOM | Energy | 1.63% | 32,971 | -4,665 | -12.40% | $5,593,860 |
| CANADIAN NATL RAILWAY | CNI | Industrials | 1.58% | 52,698 | -3,112 | -5.58% | $5,415,772 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.44% | 68,577 | +13,892 | +25.40% | $4,932,742 |
| AMERICAN EXPRESS | AXP | Financial Services | 1.44% | 16,286 | +1,518 | +10.28% | $4,926,189 |
| CHARLES SCHWAB | SCHW | Financial Services | 1.36% | 49,557 | +8,072 | +19.46% | $4,657,367 |
| UNITEDHEALTH GROUP | UNH | Healthcare | 0.91% | 11,502 | -7,035 | -37.95% | $3,112,327 |
| FISERV | FI | Technology | 0.71% | 43,973 | -17,115 | -28.02% | $2,453,693 |
| BERKSHIRE HATHAWAY CL B | BRK-B | Financial Services | 0.64% | 4,590 | +590 | +14.75% | $2,199,528 |
| MERCK | MRK | Healthcare | 0.62% | 17,553 | - | - | $2,111,450 |
| ABBVIE | ABBV | Healthcare | 0.60% | 9,422 | - | - | $2,049,189 |
| BROADCOM INC | AVGO | Technology | 0.50% | 5,507 | +4,077 | +285.10% | $1,704,471 |
| WASTE CONNECTIONS INC NEW | WCN | Industrials | 0.40% | 8,525 | +8,525 | +100.00% | $1,384,802 |
| MCCORMICK & CO | MKC | Consumer Defensive | 0.37% | 25,009 | -1,000 | -3.84% | $1,261,454 |
| CARRIER GLOBAL | CARR | Industrials | 0.37% | 22,285 | -1,950 | -8.05% | $1,254,868 |
| ASML HOLDING NV | ASML | Other | 0.35% | 920 | +135 | +17.20% | $1,215,163 |
| ROCHE HLDG LTD ADR | RHHBY | Healthcare | 0.35% | 23,950 | - | - | $1,190,554 |
| NEXTERA ENERGY | NEE | Utilities | 0.30% | 11,115 | +11,115 | +100.00% | $1,032,361 |
| EMERSON ELECTRIC | EMR | Industrials | 0.27% | 6,987 | -1,600 | -18.63% | $915,437 |
| WAL-MART STORES | WMT | Consumer Defensive | 0.26% | 7,200 | -3,350 | -31.75% | $894,816 |
| PEPSICO | PEP | Consumer Defensive | 0.24% | 5,375 | -700 | -11.52% | $834,683 |
| CATERPILLAR | CAT | Industrials | 0.23% | 1,125 | -1,175 | -51.09% | $797,017 |
| DEERE & CO | DE | Industrials | 0.18% | 1,080 | -400 | -27.03% | $608,364 |
| UNION PACIFIC | UNP | Industrials | 0.16% | 2,250 | - | - | $545,895 |
| SHEL PLC | SHEL | Energy | 0.15% | 5,450 | - | - | $506,850 |
| BANK OF MONTREAL | BMO | Financial Services | 0.14% | 3,500 | - | - | $473,690 |
| ALPHABET INC CL C | GOOG | Communication Services | 0.13% | 1,560 | - | - | $447,502 |
| JPMORGAN CHASE | JPM | Financial Services | 0.13% | 1,460 | +620 | +73.81% | $429,474 |
| VANGUARD SMALL CAP INDEX FD AD | VSMAX | Other | 0.12% | 3,400 | +1,700 | +100.00% | $426,564 |
| WELLS FARGO | WFC | Financial Services | 0.12% | 5,000 | - | - | $398,050 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 615 | - | - | $351,860 |
| VISA | V | Financial Services | 0.10% | 1,150 | -180 | -13.53% | $347,576 |
| FIDELITY 500 INDEX FUND FUND | FXAIX | Other | 0.10% | 1,442 | - | - | $327,828 |
| COCA COLA | KO | Consumer Defensive | 0.09% | 3,920 | - | - | $298,116 |
| AIR PRODUCTS & CHEM | APD | Basic Materials | 0.08% | 1,000 | +1,000 | +100.00% | $290,490 |
| GILEAD SCIENCES | GILD | Healthcare | 0.08% | 1,976 | - | - | $275,395 |
| COLGATE-PALMOLIVE | CL | Consumer Defensive | 0.08% | 3,115 | +3,115 | +100.00% | $265,491 |
| CANADIAN PACIFIC KANSAS CITY L | CP | Industrials | 0.07% | 3,241 | +3,241 | +100.00% | $254,936 |
| CISCO SYS INC | CSCO | Technology | 0.07% | 3,060 | - | - | $237,425 |
| EOG RESOURCES | EOG | Energy | 0.06% | 1,540 | +1,540 | +100.00% | $222,637 |
| RELX PLC | RELX | Industrials | 0.06% | 6,035 | -8,140 | -57.43% | $200,060 |