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CIK: 0001053914
Total reported value
$387.9M
$387.9M
73 檔
20.2%
According to the latest 13F quarterly dataset, Puzo Michael J managed an equity portfolio of $387.9M at the end of Q1 2025, spanning 73 distinct U.S. exchange-listed positions.
In Q1 2025, Puzo Michael J displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.11% | -0.15% | -4.23% | |
| 2 | MA | Mastercard Inc - A | Stock-Financials | 4.63% | -0.30% | -3.79% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 4.43% | -0.57% | -6.13% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.15% | -0.40% | +1.10% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.14% | +0.02% | -1.27% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 3.95% | -0.09% | -1.14% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | -0.05% | -0.81% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 3.76% | -0.61% | +0.38% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.51% | -0.33% | -0.33% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.37% | -0.46% | -0.67% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 3.32% | -0.65% | -0.62% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | +0.07% | +0.56% | |
| 13 | ATR | Aptargroup Inc | Stock-Healthcare | 3.16% | -0.51% | +0.64% | |
| 14 | ADI | Analog Devices Inc | Stock-Tech | 3.08% | -0.04% | +0.48% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.86% | -0.61% | +0.72% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.79% | -0.31% | +4.87% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.71% | -0.11% | +0.09% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.52% | -0.34% | -8.33% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.47% | +0.53% | -0.52% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.40% | -0.76% | +0.95% | |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.31% | +0.14% | +3.66% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 2.30% | -0.79% | +1.30% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 2.30% | +4.02% | +0.58% | |
| 24 | XYL | Xylem Inc | Stock-Industrials | 2.27% | -0.29% | +0.66% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.14% | -0.06% | -10.69% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.12% | +0.04% | +8.34% | |
| 27 | CARR | Carrier Global CORP | Stock-Industrials | 2.10% | -0.31% | +13.61% | |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.79% | -0.37% | EXIT | |
| 29 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 1.44% | — | -34.59% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.33% | -0.48% | -0.03% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.86% | — | +99.50% | |
| 32 | BALL | Ball CORP | Stock-Consumer Disc | 0.81% | — | -38.60% | |
| 33 | ✓ | Munich Re Group | Stock-Other | 0.81% | -0.17% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.54% | +288.09% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.03% | -2.44% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | +3.96% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.49% | — | +346.36% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.04% | -1.35% | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.38% | — | -67.04% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.13% | -23.57% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.33% | -0.03% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | — | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.29% | -0.01% | -1.69% | |
| 44 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.28% | -0.03% | -1.14% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.06% | -8.12% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.23% | -0.01% | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | — | -3.25% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.22% | +0.26% | +123.31% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.16% | +0.11% | -1.20% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MA | Mastercard Inc - A | — | NEW | New buy |
| 3 | FISV | Fiserv Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | ADP | Automatic Data Processing | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | ABT | Abbott Laboratories | — | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | RTX | Rtx CORP | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | ATR | Aptargroup Inc | — | NEW | New buy |
| 14 | ADI | Analog Devices Inc | — | NEW | New buy |
| 15 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 16 | DHR | Danaher CORP | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 19 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 24 | XYL | Xylem Inc | — | NEW | New buy |
| 25 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 26 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 27 | CARR | Carrier Global CORP | — | NEW | New buy |
| 28 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 29 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 31 | CRM | Salesforce Inc | — | NEW | New buy |
| 32 | BALL | Ball CORP | — | NEW | New buy |
| 33 | ✓ | Munich Re Group | — | NEW | New buy |
| 34 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 35 | ABBV | Abbvie Inc | — | NEW | New buy |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 37 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 38 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 39 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 42 | WMT | Walmart Inc | — | NEW | New buy |
| 43 | EMR | Emerson Electric Co | — | NEW | New buy |
| 44 | RHHBY | Roche Holdings Ltd-spons Adr | — | NEW | New buy |
| 45 | CAT | Caterpillar Inc | — | NEW | New buy |
| 46 | DE | Deere & Co | — | NEW | New buy |
| 47 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 48 | AXP | American Express Co | — | NEW | New buy |
| 49 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 50 | UNP | Union Pacific CORP | — | NEW | New buy |
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 Q1 2025.
During Q1 2025, Puzo Michael J's top holdings by market value included AAPL (5.1%)、MA (4.6%)、FISV (4.4%). The largest single position, AAPL, represented 5.1% of total portfolio value.
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 AAPL, MA, FISV) accounted for 20.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $17.8M
In Q1 2025, Puzo Michael J made 50 total portfolio adjustments, initiating 50 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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