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CIK: 0001490429
Total reported value
$1.4B
$1.4B
65 檔
20.4%
According to the latest 13F quarterly dataset, First Long Island Investors, LLC managed an equity portfolio of $1.4B at the end of Q1 2025, spanning 65 distinct U.S. exchange-listed positions.
In Q1 2025, First Long Island Investors, LLC adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | Stock-Tech | 5.02% | +0.11% | -1.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.57% | -6.92% | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 4.67% | -1.67% | -1.40% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.58% | +0.58% | -1.43% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.53% | +0.26% | -1.95% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.45% | +0.13% | +3.07% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.08% | -0.45% | -3.12% | |
| 8 | PH | Parker Hannifin CORP | Stock-Industrials | 3.04% | -0.18% | -8.73% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.04% | -1.50% | -1.48% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | -0.21% | -9.14% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.72% | +0.73% | -5.48% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | +0.13% | -11.33% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | -0.08% | -2.42% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 2.36% | +0.35% | -1.94% | |
| 15 | ZTS | Zoetis Inc | Stock-Healthcare | 2.33% | -1.04% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.23% | -0.31% | +28.95% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 2.14% | -0.09% | -19.30% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.09% | +0.02% | -13.54% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.93% | — | -1.90% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.89% | -1.00% | -0.47% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.84% | -0.21% | -13.22% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | +0.61% | +14.09% | |
| 23 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.75% | +0.23% | -12.29% | |
| 24 | BLKCHF | Blackrock Inc | Stock-Other | 1.72% | -0.22% | -19.25% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.65% | +0.11% | +13.73% | |
| 26 | FAST | Fastenal Co | Stock-Industrials | 1.64% | -0.18% | -15.58% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.21% | -2.28% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.54% | — | +2.84% | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.40% | — | -2.90% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 1.36% | +1.87% | +4120.65% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.35% | — | -3.72% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.31% | -2.19% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.34% | -0.31% | -2.27% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | -0.07% | -17.48% | |
| 35 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.26% | +0.03% | -2.49% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 1.21% | +0.39% | +5589.17% | |
| 37 | USB | US Bancorp | Stock-Financials | 1.16% | +0.02% | -2.17% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 1.15% | -0.11% | -2.53% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 1.12% | -0.20% | -0.78% | |
| 40 | SNPS | Synopsys Inc | Stock-Tech | 1.11% | +0.24% | -0.51% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.32% | +8264.51% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.97% | — | -0.83% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.88% | -0.95% | EXIT | |
| 44 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.87% | — | -0.48% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.32% | -8.12% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | — | -0.47% | |
| 47 | ✓ | Stock-Other | 0.81% | — | -0.88% | ||
| 48 | INTU | Intuit Inc | Stock-Tech | 0.77% | -1.12% | EXIT | |
| 49 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.77% | — | -47.77% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.47% | -0.10% | -14.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +1.9% | +402.88% | Add |
| 2 | APH | Amphenol Corp-cl A | +1.3% | +4120.65% | Add |
| 3 | ETN | Eaton Corporation plc | +1.2% | +5589.17% | Add |
| 4 | AVGO | Broadcom Inc | +1% | +8264.51% | Add |
| 5 | ABT | Abbott Laboratories | +0.8% | -1.40% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +28.95% | Add |
| 7 | LLY | Eli Lilly & Co | +0.4% | +14.09% | Add |
| 8 | WDAY | Workday Inc-class A | +0.3% | NEW | New buy |
| 9 | ADP | Automatic Data Processing | +0.3% | -1.47% | Trim |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | -1.43% | Trim |
| 11 | UBER | Uber Technologies Inc | +0.2% | -0.78% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.2% | -2.28% | Trim |
| 13 | PM | Philip Morris International | +0.2% | -19.30% | Trim |
| 14 | CVX | Chevron CORP | +0.2% | -3.72% | Trim |
| 15 | MDLZ | Mondelez International Inc-a | +0.2% | -2.90% | Trim |
| 16 | MA | Mastercard Inc - A | +0.1% | -3.12% | Trim |
| 17 | V | Visa Inc-class A Shares | +0.1% | -9.14% | Trim |
| 18 | MCD | Mcdonald's CORP | +0.1% | -2.27% | Trim |
| 19 | AMGN | Amgen Inc | +0.1% | -13.22% | Trim |
| 20 | ABBV | Abbvie Inc | +0.1% | -13.54% | Trim |
| 21 | PAYX | Paychex Inc | +0.1% | -1.98% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -2.42% | Trim |
| 23 | QCOM | Qualcomm Inc | 0% | -1.94% | Trim |
| 24 | INTU | Intuit Inc | 0% | — | Unchanged |
| 25 | PEP | Pepsico Inc | — | -2.19% | Trim |
| 26 | NFLX | Netflix Inc | — | -8.12% | Trim |
| 27 | TXN | Texas Instruments Inc | — | -14.87% | Trim |
| 28 | ADSK | Autodesk Inc | — | -5.29% | Trim |
| 29 | ICE | Intercontinental Exchange In | — | — | Unchanged |
| 30 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 31 | AZNN | Astrazeneca Plc-spons Adr | — | — | Unchanged |
| 32 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 33 | SYK | Stryker CORP | — | — | Unchanged |
| 34 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 35 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 36 | TMO | Thermo Fisher Scientific Inc | 0% | -18.88% | Trim |
| 37 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 0% | +13.73% | Add |
| 39 | ITW | Illinois Tool Works | 0% | -2.53% | Trim |
| 40 | SCHW | Schwab (charles) CORP | 0% | EXIT | Sold out |
| 41 | MSCI | Msci Inc | 0% | — | Trim |
| 42 | CNI | Canadian Natl Railway Co | 0% | -2.49% | Trim |
| 43 | ABNB | Airbnb Inc-class A | -0.1% | -0.48% | Trim |
| 44 | CDNS | Cadence Design Sys Inc | -0.1% | -1.28% | Trim |
| 45 | ISRG | Intuitive Surgical Inc | -0.1% | -14.71% | Trim |
| 46 | FAST | Fastenal Co | -0.1% | -15.58% | Trim |
| 47 | DIS | Walt Disney Co/the | -0.1% | -0.83% | Trim |
| 48 | LOW | Lowe's Cos Inc | -0.1% | -1.48% | Trim |
| 49 | SNPS | Synopsys Inc | -0.1% | -0.51% | Trim |
| 50 | USB | US Bancorp | -0.1% | -2.17% | Trim |
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 65 disclosed positions in Q1 2025.
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 ADP, MSFT, ABT) accounted for 20.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
WDAY
市值: $4.1M
Top Position Liquidated / Trimmed
DHR
前期市值: $13.0M
During Q1 2025, First Long Island Investors, LLC's top holdings by market value included ADP (5.0%)、MSFT (5.0%)、ABT (4.7%). The largest single position, ADP, represented 5.0% of total portfolio value.
In Q1 2025, First Long Island Investors, LLC made 58 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 46 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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