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CIK: 0001490429
Total reported value
$1.4B
$1.4B
66 檔
21.3%
As reported in its official Q4 2024 Form 13F filing, First Long Island Investors, LLC's tracked investment portfolio stood at $1.4B with 66 total positions.
In Q4 2024, First Long Island Investors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.77% | -0.57% | -0.95% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | +0.26% | -0.61% | |
| 3 | ADP | Automatic Data Processing | Stock-Tech | 4.71% | +0.11% | -0.08% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.33% | +0.58% | +1.23% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.00% | +0.13% | +0.19% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 3.89% | -1.67% | +6.93% | |
| 7 | PH | Parker Hannifin CORP | Stock-Industrials | 3.36% | -0.18% | -3.48% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | +0.13% | -0.02% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.15% | -1.50% | +1.33% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.73% | -3.71% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 2.94% | -0.45% | +0.35% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.81% | -0.21% | +2.33% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.08% | +0.06% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 2.32% | +0.35% | +1.78% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 2.26% | -1.00% | +1.98% | |
| 16 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 2.25% | +0.23% | -11.33% | |
| 17 | BLKCHF | Blackrock Inc | Stock-Other | 2.23% | -0.22% | +0.04% | |
| 18 | ACN | Accenture plc | Stock-Tech | 2.14% | — | +0.89% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.97% | +0.02% | +0.05% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.94% | -0.09% | -7.19% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.74% | -0.18% | -9.04% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.72% | -0.21% | +0.07% | |
| 23 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.71% | — | +107.83% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | -0.31% | +1.90% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 1.68% | — | -0.82% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.67% | +0.11% | +0.23% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.58% | -0.07% | +0.06% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.61% | +23.81% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.21% | -0.07% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.31% | +15.96% | |
| 31 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.30% | +0.03% | +25.60% | |
| 32 | USB | US Bancorp | Stock-Financials | 1.29% | +0.02% | +0.18% | |
| 33 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.23% | — | +25.14% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.22% | -0.31% | +0.09% | |
| 35 | SNPS | Synopsys Inc | Stock-Tech | 1.22% | +0.24% | +47.08% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 1.17% | — | +0.15% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 1.17% | -0.11% | -0.08% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.15% | — | +0.01% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.07% | — | +3.44% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 1.03% | — | +1.88% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | — | -0.01% | |
| 42 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.93% | — | +1.90% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.90% | -0.20% | -35.66% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.32% | — | |
| 45 | ✓ | Stock-Other | 0.84% | — | +3.44% | ||
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.79% | -0.95% | EXIT | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.76% | -1.12% | EXIT | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.10% | — | |
| 49 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.51% | +0.28% | +38.34% | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.44% | -1.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.8% | -0.61% | Trim |
| 2 | STZ | Constellation Brands Inc-a | +0.8% | +107.83% | Add |
| 3 | V | Visa Inc-class A Shares | +0.4% | +2.33% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.02% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | +0.19% | Add |
| 6 | SNPS | Synopsys Inc | +0.4% | +47.08% | Add |
| 7 | BX | Blackstone Inc | +0.3% | +1.98% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +0.06% | Add |
| 9 | ADP | Automatic Data Processing | +0.3% | -0.08% | Trim |
| 10 | ABT | Abbott Laboratories | +0.3% | +6.93% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.23% | Add |
| 12 | MA | Mastercard Inc - A | +0.2% | +0.35% | Add |
| 13 | DIS | Walt Disney Co/the | +0.2% | +3.44% | Add |
| 14 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 15 | CDNS | Cadence Design Sys Inc | +0.2% | +38.34% | Add |
| 16 | BLKCHF | Blackrock Inc | +0.2% | +0.04% | Add |
| 17 | WSM | Williams-sonoma Inc | +0.1% | -11.33% | Trim |
| 18 | AAPL | Apple Inc | +0.1% | -3.71% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -0.01% | Trim |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | +25.60% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +23.81% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +1.90% | Add |
| 23 | USB | US Bancorp | +0.1% | +0.18% | Add |
| 24 | MSCI | Msci Inc | +0.1% | — | Add |
| 25 | ABNB | Airbnb Inc-class A | +0.1% | +1.90% | Add |
| 26 | PEP | Pepsico Inc | +0.1% | +15.96% | Add |
| 27 | PAYX | Paychex Inc | +0.1% | +0.53% | Add |
| 28 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 29 | MDLZ | Mondelez International Inc-a | 0% | +25.14% | Add |
| 30 | ACN | Accenture plc | 0% | +0.89% | Add |
| 31 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 32 | INTU | Intuit Inc | 0% | — | Unchanged |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 34 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 35 | SCHW | Schwab (charles) CORP | — | +11.36% | Add |
| 36 | AZNN | Astrazeneca Plc-spons Adr | — | — | Unchanged |
| 37 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 38 | APH | Amphenol Corp-cl A | — | — | Unchanged |
| 39 | ICE | Intercontinental Exchange In | — | — | Unchanged |
| 40 | ADSK | Autodesk Inc | — | — | Unchanged |
| 41 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 42 | SYK | Stryker CORP | — | — | Unchanged |
| 43 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 44 | CVX | Chevron CORP | 0% | +0.15% | Add |
| 45 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 46 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 47 | TXN | Texas Instruments Inc | 0% | -6.16% | Trim |
| 48 | IQV | Iqvia Holdings Inc | 0% | EXIT | Sold out |
| 49 | ITW | Illinois Tool Works | 0% | -0.08% | Trim |
| 50 | HD | Home Depot Inc | -0.1% | +0.06% | Add |
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 Q4 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, ADP) accounted for 21.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
AVGO
市值: $211.0K
Top Position Liquidated / Trimmed
ASML Holding NV-NY Reg Shs
前期市值: $15.4M
During Q4 2024, First Long Island Investors, LLC's top holdings by market value included MSFT (5.8%)、AMZN (5.1%)、ADP (4.7%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q4 2024, First Long Island Investors, LLC made 54 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 16 holdings, and fully liquidating 4 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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