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CIK: 0001490429
Total reported value
$1.4B
$1.4B
66 檔
20.2%
As reported in its official Q2 2024 Form 13F filing, First Long Island Investors, LLC's tracked investment portfolio stood at $1.4B with 66 total positions.
During Q2 2024, First Long Island Investors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.55% | -0.57% | -1.22% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.73% | +0.26% | -3.06% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.56% | +0.58% | +5.75% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | +0.13% | +601.42% | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 4.03% | +0.11% | -1.30% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.43% | +0.13% | -2.47% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 3.14% | +0.35% | -1.47% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 2.97% | -1.67% | -1.00% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.93% | -1.50% | -1.19% | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 2.93% | -0.18% | -1.12% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.54% | -0.45% | +0.12% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.39% | -0.21% | +0.26% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 2.22% | — | +0.28% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 2.20% | -0.21% | -2.06% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | -0.08% | -2.21% | |
| 16 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.07% | +0.23% | -2.40% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.04% | +0.02% | -1.92% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.92% | — | +13.93% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.88% | -0.09% | -2.33% | |
| 20 | BLKCHF | Blackrock Inc | Stock-Other | 1.83% | -0.22% | -2.09% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.79% | -0.18% | -2.20% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.71% | -0.20% | +54.12% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.70% | +0.23% | +0.05% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.53% | -1.00% | +0.21% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.73% | -1.40% | |
| 26 | ✓ | ASML Holding NV-NY Reg Shs | Stock-Other | 1.51% | — | +3.90% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.07% | -1.90% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.21% | -34.16% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.45% | — | -42.71% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.44% | +0.61% | +1.93% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.39% | — | -2.03% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.39% | — | +0.49% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.31% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | -0.31% | -1.95% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.35% | — | -1.91% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.34% | — | -2.12% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.25% | +0.11% | +33.01% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 1.17% | -0.11% | -2.33% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 1.16% | — | +13.74% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.31% | -0.80% | |
| 41 | USB | US Bancorp | Stock-Financials | 1.14% | +0.02% | +20.92% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.14% | — | — | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.11% | — | +14.85% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 1.04% | -1.12% | EXIT | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | — | +0.49% | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.97% | — | +82.42% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.32% | -19.16% | |
| 48 | ADSK | Autodesk Inc | Stock-Tech | 0.76% | — | +0.32% | |
| 49 | ✓ | Stock-Other | 0.68% | — | +27.47% | ||
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | — | — |
According to official SEC Form 13F filings, First Long Island Investors, LLC reported a total U.S. public equity portfolio value of $1.4B across 66 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, UNH) accounted for 20.2% of total reported equity market value during Q2 2024.
During Q2 2024, First Long Island Investors, LLC's top holdings by market value included MSFT (6.5%)、AMZN (4.7%)、UNH (4.6%). The largest single position, MSFT, represented 6.5% of total portfolio value.
In Q2 2024, First Long Island Investors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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