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CIK: 0001053914
Total reported value
$387.9M
$387.9M
75 檔
20.4%
In Q1 2024, Puzo Michael J's U.S. equity holdings reached a combined market value of $387.9M, distributed across 75 disclosed stock positions.
During Q1 2024, Puzo Michael J's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, AAPL) accounted for 20.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.40% | +3.85% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.38% | +0.02% | +6.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.29% | -0.15% | +4.47% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 4.28% | +4.02% | +4.24% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.27% | -0.30% | +4.67% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.94% | -0.05% | -3.39% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 3.77% | -0.57% | +6.24% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.56% | -0.33% | +4.19% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 3.50% | -0.09% | +5.78% | |
| 10 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.41% | -0.06% | +0.22% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.35% | -0.46% | +10.17% | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 3.20% | -0.04% | +6.07% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 3.18% | -0.31% | +8.98% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 3.15% | -0.61% | +7.72% | |
| 15 | ATR | Aptargroup Inc | Stock-Healthcare | 3.11% | -0.51% | +5.08% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | +0.07% | +10.52% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.73% | -0.11% | +10.98% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.68% | +0.53% | +9.07% | |
| 19 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.59% | — | +5.62% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 2.52% | -0.65% | +7.82% | |
| 21 | XYL | Xylem Inc | Stock-Industrials | 2.42% | -0.29% | +7.57% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.38% | -0.61% | +7.81% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 2.21% | -0.79% | +8.26% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.13% | -0.76% | +12.72% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.11% | -0.34% | -7.69% | |
| 26 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 1.70% | +0.14% | +37.68% | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.46% | — | +2.60% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.48% | +9.68% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.23% | — | +6.30% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.22% | — | +11.36% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.13% | +9.78% | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.93% | — | -46.04% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | -0.04% | -4.22% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.06% | +19.89% | |
| 35 | ✓ | Munich Re Group | Stock-Other | 0.60% | -0.17% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.03% | -0.49% | |
| 37 | BALL | Ball CORP | Stock-Consumer Disc | 0.56% | — | — | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.53% | +0.04% | +442.71% | |
| 39 | CARR | Carrier Global CORP | Stock-Industrials | 0.52% | -0.31% | — | |
| 40 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.43% | — | +17.10% | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.41% | — | -44.14% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.37% | +0.12% | NEW | |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.35% | -0.37% | EXIT | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.06% | -7.35% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | -0.01% | -1.32% | |
| 46 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.31% | -0.03% | -32.51% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.05% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.54% | -13.73% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | — | -7.01% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.21% | +0.11% | +1.97% |
According to official SEC Form 13F filings, Puzo Michael J reported a total U.S. public equity portfolio value of $387.9M across 75 disclosed positions in Q1 2024.
During Q1 2024, Puzo Michael J's top holdings by market value included MSFT (4.7%)、GOOGL (4.4%)、AAPL (4.3%). The largest single position, MSFT, represented 4.7% of total portfolio value.
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In Q1 2024, Puzo Michael J 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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