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CIK: 0001053914
Total reported value
$387.9M
$387.9M
73 檔
22.2%
As reported in its official Q2 2024 Form 13F filing, Puzo Michael J's tracked investment portfolio stood at $387.9M with 73 total positions.
During Q2 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 AAPL, GOOGL, NVDA) accounted for 22.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.20% | -0.15% | -1.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.04% | +0.02% | -4.77% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.94% | -0.05% | +815.51% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.40% | -1.26% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.86% | -0.30% | -1.50% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.67% | +4.02% | -4.90% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 3.57% | -0.04% | -3.53% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.48% | -0.33% | -4.01% | |
| 9 | FISV | Fiserv Inc | Stock-Other | 3.35% | -0.57% | -4.97% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | +0.07% | +2.83% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 3.26% | -0.09% | -2.73% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 3.19% | -0.31% | +0.15% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.07% | -0.46% | -0.80% | |
| 14 | ATR | Aptargroup Inc | Stock-Healthcare | 3.01% | -0.51% | -1.21% | |
| 15 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.98% | -0.06% | -2.70% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.94% | -0.61% | +1.98% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 2.61% | -0.65% | +0.23% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.58% | -0.61% | -0.17% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.54% | +0.53% | +0.24% | |
| 20 | XYL | Xylem Inc | Stock-Industrials | 2.50% | -0.29% | -1.61% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 2.45% | -0.11% | -0.11% | |
| 22 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.42% | — | -3.35% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.33% | -0.76% | +6.15% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 2.16% | -0.79% | -1.26% | |
| 25 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.13% | +0.14% | +17.54% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.04% | -0.34% | — | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.36% | — | -1.50% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.48% | -1.51% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.24% | +0.04% | +107.37% | |
| 30 | CARR | Carrier Global CORP | Stock-Industrials | 1.17% | -0.31% | +107.46% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | — | -9.62% | |
| 32 | BALL | Ball CORP | Stock-Consumer Disc | 0.97% | — | +94.47% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.13% | -2.14% | |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.79% | -0.37% | EXIT | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.04% | -2.37% | |
| 36 | ✓ | Munich Re Group | Stock-Other | 0.62% | -0.17% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.03% | -2.76% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.06% | -26.64% | |
| 39 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.39% | — | +2.40% | |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.39% | — | -62.24% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.30% | -0.01% | -3.85% | |
| 42 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.28% | -0.03% | -15.59% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.05% | -8.79% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.06% | -13.97% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.24% | +0.12% | NEW | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.54% | -13.64% | |
| 47 | SHEL | Shell Plc-adr | Stock-Energy | 0.22% | -0.04% | — | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.21% | +0.11% | -3.23% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | — | -3.35% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.20% | — | -1.96% |
According to official SEC Form 13F filings, Puzo Michael J reported a total U.S. public equity portfolio value of $387.9M across 73 disclosed positions in Q2 2024.
During Q2 2024, Puzo Michael J's top holdings by market value included AAPL (5.2%)、GOOGL (5.0%)、NVDA (4.9%). The largest single position, AAPL, represented 5.2% of total portfolio value.
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In Q2 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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