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CIK: 0001053914
Total reported value
$387.9M
$387.9M
73 檔
22.7%
As reported in its official Q4 2024 Form 13F filing, Puzo Michael J's tracked investment portfolio stood at $387.9M with 73 total positions.
During Q4 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 22.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.87% | -0.15% | -5.14% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.00% | +0.02% | -4.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | -0.05% | -8.70% | |
| 4 | MA | Mastercard Inc - A | Stock-Financials | 4.51% | -0.30% | -3.08% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.50% | -0.40% | -3.26% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 4.28% | -0.57% | -7.52% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.73% | -0.09% | -6.04% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.69% | +0.07% | -4.00% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.38% | -0.33% | -4.85% | |
| 10 | ATR | Aptargroup Inc | Stock-Healthcare | 3.24% | -0.51% | -4.80% | |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 3.15% | -0.04% | -4.71% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 3.12% | -0.61% | -4.04% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.91% | -0.31% | -2.17% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.88% | -0.46% | -4.58% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 2.84% | -0.65% | -4.70% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.80% | -0.11% | -2.55% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.75% | -0.61% | -4.21% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.68% | +0.53% | -1.03% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 2.62% | +4.02% | -3.60% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.43% | -0.06% | -5.11% | |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.35% | +0.14% | +0.50% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.28% | -0.34% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.24% | -0.76% | -4.83% | |
| 24 | XYL | Xylem Inc | Stock-Industrials | 2.13% | -0.29% | -0.84% | |
| 25 | CARR | Carrier Global CORP | Stock-Industrials | 1.94% | -0.31% | +16.10% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.92% | -0.79% | -6.13% | |
| 27 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.74% | — | -10.70% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.59% | +0.04% | +15.30% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.43% | -0.37% | EXIT | |
| 30 | BALL | Ball CORP | Stock-Consumer Disc | 1.37% | — | +10.85% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.48% | -0.06% | |
| 32 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.13% | — | -7.39% | |
| 33 | ✓ | Munich Re Group | Stock-Other | 0.63% | -0.17% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.52% | — | +643.47% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.03% | -3.85% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | -7.61% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.13% | -30.28% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.06% | -7.50% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.33% | -0.01% | -3.31% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | -9.79% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.29% | — | -63.02% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.06% | — | |
| 43 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.24% | -0.03% | -10.18% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.20% | -0.01% | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | — | -19.93% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.16% | +0.11% | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.14% | — | -4.26% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | +0.54% | -16.03% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.13% | — | +10.00% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.13% | — | -1.50% |
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 Q4 2024.
During Q4 2024, Puzo Michael J's top holdings by market value included AAPL (5.9%)、GOOGL (5.0%)、NVDA (4.7%). The largest single position, AAPL, represented 5.9% of total portfolio value.
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In Q4 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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