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CIK: 0001053914
Total reported value
$387.9M
$387.9M
76 檔
22.3%
At the close of Q3 2024, Puzo Michael J disclosed equity holdings valued at approximately $387.9M, spread across 76 reported holdings.
During Q3 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, MSFT, NVDA) accounted for 22.3% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.38% | -0.15% | -0.63% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.40% | +0.08% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.37% | -0.05% | -4.43% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.31% | +0.02% | -0.28% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.08% | -0.30% | +0.29% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 3.78% | -0.57% | -0.47% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.51% | -0.09% | -1.20% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.46% | +4.02% | -1.03% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.43% | -0.33% | -0.11% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 3.37% | -0.31% | +0.54% | |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 3.35% | -0.04% | -1.22% | |
| 12 | ATR | Aptargroup Inc | Stock-Healthcare | 3.24% | -0.51% | +0.61% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.17% | -0.46% | -1.31% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 3.06% | -0.61% | +0.82% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.07% | +1.04% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 2.92% | -0.65% | -1.40% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.80% | -0.11% | +2.93% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.77% | -0.06% | -0.54% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.61% | -0.61% | +0.63% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.54% | -0.76% | +0.74% | |
| 21 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.38% | +0.53% | +1.99% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 2.34% | -0.29% | +0.02% | |
| 23 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.32% | +0.14% | +5.91% | |
| 24 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.24% | — | +0.24% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.17% | -0.34% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.94% | -0.79% | +1.33% | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 1.84% | -0.31% | +31.20% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.49% | +0.04% | +27.92% | |
| 29 | BALL | Ball CORP | Stock-Consumer Disc | 1.42% | — | +37.85% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.24% | -0.37% | EXIT | |
| 31 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.21% | — | -8.66% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -0.48% | -0.04% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.83% | — | -23.31% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.13% | -16.51% | |
| 35 | ✓ | Munich Re Group | Stock-Other | 0.65% | -0.17% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.04% | -5.30% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.03% | -1.09% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.06% | -5.56% | |
| 39 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.28% | -0.03% | -8.78% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.05% | -8.26% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.28% | -0.01% | +0.87% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.06% | — | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.22% | — | -44.28% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | — | — | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.19% | -0.01% | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.18% | +0.11% | +10.67% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.54% | -17.89% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.16% | +0.12% | NEW | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.16% | — | — | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | -4.08% |
According to official SEC Form 13F filings, Puzo Michael J reported a total U.S. public equity portfolio value of $387.9M across 76 disclosed positions in Q3 2024.
During Q3 2024, Puzo Michael J's top holdings by market value included AAPL (5.4%)、MSFT (4.4%)、NVDA (4.4%). The largest single position, AAPL, represented 5.4% of total portfolio value.
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In Q3 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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