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CIK: 0001490429
Total reported value
$1.4B
$1.4B
69 檔
22.9%
As reported in its official Q3 2025 Form 13F filing, First Long Island Investors, LLC's tracked investment portfolio stood at $1.4B with 69 total positions.
In Q3 2025, First Long Island Investors, LLC displayed an active expansion posture, initiating 69 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.24% | -0.57% | +1.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.76% | +0.13% | -8.18% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.65% | +0.26% | -1.68% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 4.22% | -1.67% | -0.41% | |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 4.15% | +0.11% | -4.35% | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 3.39% | -0.18% | -0.42% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.29% | +0.13% | -4.79% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.92% | -1.50% | -0.64% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.89% | -0.45% | -0.44% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.83% | +0.32% | -0.12% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | -0.08% | +0.56% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.58% | -0.21% | -0.19% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.31% | -0.21% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.49% | +0.61% | +54.40% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.45% | +0.11% | -0.39% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 2.32% | +1.87% | -0.40% | |
| 17 | BX | Blackstone Inc | Stock-Financials | 2.08% | -1.00% | -0.18% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 2.05% | +0.02% | -0.19% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.94% | -0.09% | -0.46% | |
| 20 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 1.91% | +0.23% | -0.50% | |
| 21 | BLKCHF | Blackrock Inc | Stock-Other | 1.88% | -0.22% | -0.61% | |
| 22 | FAST | Fastenal Co | Stock-Industrials | 1.84% | -0.18% | -0.46% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.66% | +0.35% | -27.22% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.21% | -0.81% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.73% | +5.26% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.51% | +0.39% | -0.51% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.50% | -1.04% | EXIT | |
| 28 | INTU | Intuit Inc | Stock-Tech | 1.49% | -1.12% | EXIT | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.48% | -0.21% | -0.57% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 1.45% | -0.32% | +69.44% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | +0.58% | -0.85% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 1.35% | -0.20% | -0.32% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.07% | -0.35% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 1.24% | — | -0.18% | |
| 35 | ACN | Accenture plc | Stock-Tech | 1.22% | — | -9.33% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.31% | -0.06% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.15% | — | -0.64% | |
| 38 | USB | US Bancorp | Stock-Financials | 1.15% | +0.02% | -0.76% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.31% | -0.85% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | — | -3.19% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 1.08% | -0.11% | -0.58% | |
| 42 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.07% | +0.03% | -18.71% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 1.06% | -0.24% | — | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.02% | — | +0.11% | |
| 45 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.95% | +0.28% | -0.28% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.94% | -0.95% | EXIT | |
| 47 | COF | Capital One Financial CORP | Stock-Financials | 0.77% | -0.87% | EXIT | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.69% | +0.24% | -0.34% | |
| 49 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.63% | -1.01% | EXIT | |
| 50 | WDAY | Workday Inc-class A | Stock-Tech | 0.47% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | ABT | Abbott Laboratories | — | NEW | New buy |
| 5 | ADP | Automatic Data Processing | — | NEW | New buy |
| 6 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 15 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 16 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 17 | BX | Blackstone Inc | — | NEW | New buy |
| 18 | ABBV | Abbvie Inc | — | NEW | New buy |
| 19 | PM | Philip Morris International | — | NEW | New buy |
| 20 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 21 | BLKCHF | Blackrock Inc | — | NEW | New buy |
| 22 | FAST | Fastenal Co | — | NEW | New buy |
| 23 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 24 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 25 | AAPL | Apple Inc | — | NEW | New buy |
| 26 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 27 | ZTS | Zoetis Inc | — | NEW | New buy |
| 28 | INTU | Intuit Inc | — | NEW | New buy |
| 29 | AMGN | Amgen Inc | — | NEW | New buy |
| 30 | NFLX | Netflix Inc | — | NEW | New buy |
| 31 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 32 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 33 | HD | Home Depot Inc | — | NEW | New buy |
| 34 | ADBE | Adobe Inc | — | NEW | New buy |
| 35 | ACN | Accenture plc | — | NEW | New buy |
| 36 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 37 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 38 | USB | US Bancorp | — | NEW | New buy |
| 39 | PEP | Pepsico Inc | — | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 41 | ITW | Illinois Tool Works | — | NEW | New buy |
| 42 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 45 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 46 | PAYX | Paychex Inc | — | NEW | New buy |
| 47 | COF | Capital One Financial CORP | — | NEW | New buy |
| 48 | SNPS | Synopsys Inc | — | NEW | New buy |
| 49 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 50 | WDAY | Workday Inc-class A | — | NEW | New buy |
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 69 disclosed positions in Q3 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 MSFT, NVDA, AMZN) accounted for 22.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
MSFT
市值: $84.0M
During Q3 2025, First Long Island Investors, LLC's top holdings by market value included MSFT (6.2%)、NVDA (4.8%)、AMZN (4.7%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q3 2025, First Long Island Investors, LLC made 69 total portfolio adjustments, initiating 69 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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