Puzo Michael J Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Puzo Michael J disclosed 64 stock positions valued at approximately $387.72M as of quarter-end June 30, 2026. The largest holdings include ADVANCED MICRO DEVICES, ALPHABET INC CL A, and NVIDIA CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $387.72M
Holdings by Sector
Puzo Michael J Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | AMD | Technology | 7.24% | 48,290 | -5,977 | -11.01% | $28,052,144 |
| ALPHABET INC CL A | GOOGL | Communication Services | 6.26% | 67,922 | -6,576 | -8.83% | $24,273,285 |
| NVIDIA CORP | NVDA | Technology | 5.40% | 104,542 | -2,529 | -2.36% | $20,917,808 |
| APPLE | AAPL | Technology | 5.25% | 70,293 | -2,651 | -3.63% | $20,339,983 |
| APPLIED MATERIAL | AMAT | Technology | 4.67% | 25,035 | -542 | -2.12% | $18,100,305 |
| ANALOG DEVICES | ADI | Technology | 4.43% | 43,236 | -5,015 | -10.39% | $17,172,042 |
| JOHNSON AND JOHNSON | JNJ | Healthcare | 3.90% | 59,597 | -1,611 | -2.63% | $15,135,848 |
| MICROSOFT | MSFT | Technology | 3.70% | 38,446 | +424 | +1.12% | $14,341,124 |
| AMAZON.COM | AMZN | Consumer Cyclical | 3.68% | 59,827 | +249 | +0.42% | $14,259,168 |
| MASTERCARD | MA | Financial Services | 3.32% | 25,086 | +225 | +0.91% | $12,884,170 |
| RTX CORPORATION | RTX | Industrials | 3.32% | 67,846 | -2,813 | -3.98% | $12,872,421 |
| ROCKWELL AUTOMATION | ROK | Industrials | 3.26% | 25,511 | -574 | -2.20% | $12,629,986 |
| TJX COS | TJX | Consumer Cyclical | 3.04% | 77,779 | -648 | -0.83% | $11,783,515 |
| ELI LILLY & CO | LLY | Healthcare | 2.91% | 9,392 | +492 | +5.53% | $11,265,046 |
| SCHNEIDER ELEC SA ADR | SBGSY | Industrials | 2.87% | 170,477 | -1,118 | -0.65% | $11,111,690 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 2.52% | 66,746 | -14,435 | -17.78% | $9,787,634 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 2.27% | 39,376 | -570 | -1.43% | $8,818,254 |
| HOME DEPOT | HD | Consumer Cyclical | 2.25% | 24,726 | +93 | +0.38% | $8,720,366 |
| DANAHER CORP | DHR | Healthcare | 2.22% | 45,274 | -508 | -1.11% | $8,623,791 |
| ABBOTT LABS | ABT | Healthcare | 2.14% | 91,512 | -329 | -0.36% | $8,303,797 |
| VERTEX PHARMACEUTICALS | VRTX | Healthcare | 2.04% | 15,907 | +493 | +3.20% | $7,901,484 |
| XYLEM INC | XYL | Industrials | 1.99% | 65,331 | -123 | -0.19% | $7,722,777 |
| CHEVRON | CVX | Energy | 1.90% | 44,480 | -150 | -0.34% | $7,373,005 |
| APTARGROUP | ATR | Healthcare | 1.90% | 58,758 | -6,779 | -10.34% | $7,356,502 |
| AMERICAN EXPRESS | AXP | Financial Services | 1.69% | 19,362 | +3,076 | +18.89% | $6,549,195 |
| BERKSHIRE HATHAWAY CL A | BRK-A | Financial Services | 1.55% | 8 | -1 | -11.11% | $5,990,800 |
| CANADIAN NATL RAILWAY | CNI | Industrials | 1.53% | 49,603 | -3,095 | -5.87% | $5,914,662 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.41% | 75,833 | +7,256 | +10.58% | $5,472,110 |
| CHARLES SCHWAB | SCHW | Financial Services | 1.32% | 55,627 | +6,070 | +12.25% | $5,132,703 |
| EXXON MOBIL | XOM | Energy | 1.15% | 32,671 | -300 | -0.91% | $4,466,779 |
Showing 30 of 64 holdings in the latest reporting period.