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CIK: 0001053914
Total reported value
$387.9M
$387.9M
71 檔
21.8%
The Q2 2025 SEC filing reveals that Puzo Michael J held a total portfolio value of $387.9M, covering 71 public equity positions.
During Q2 2025, 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 NVDA, MSFT, AAPL) accounted for 21.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.32% | -0.05% | -5.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | -0.40% | -4.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.54% | -0.15% | -3.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.52% | +0.02% | -3.58% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.45% | -0.30% | -5.69% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 3.67% | -0.09% | -7.46% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | +0.07% | -3.61% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 3.56% | -0.61% | -7.07% | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 3.52% | -0.04% | -2.53% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 3.41% | -0.65% | -6.20% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 3.29% | -0.57% | -4.26% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.17% | -0.33% | -2.79% | |
| 13 | ATR | Aptargroup Inc | Stock-Healthcare | 3.16% | -0.51% | -4.50% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.94% | -0.46% | -4.64% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.79% | -0.61% | -3.19% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.72% | +4.02% | -13.78% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.65% | -0.11% | -1.56% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.65% | +0.53% | -16.27% | |
| 19 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.62% | +0.14% | -2.12% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 2.62% | -0.31% | -2.18% | |
| 21 | CARR | Carrier Global CORP | Stock-Industrials | 2.41% | -0.31% | +0.02% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 2.37% | -0.29% | -2.78% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.28% | -0.34% | — | |
| 24 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.08% | -0.06% | -8.25% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.95% | +0.04% | +0.36% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.89% | -0.79% | -3.66% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.64% | -0.37% | EXIT | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.48% | -0.76% | +4.19% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.48% | -2.99% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.04% | — | +20.87% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.54% | +80.21% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.88% | -0.03% | +106.53% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.86% | — | +78.95% | |
| 34 | ✓ | Munich Re Group | Stock-Other | 0.82% | -0.17% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 0.71% | +0.26% | +167.62% | |
| 36 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.67% | — | -52.45% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.03% | -5.41% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +2.12% | — | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.04% | +268.23% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.04% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.06% | -20.34% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.33% | -0.01% | -7.51% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | -5.00% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.13% | -8.25% | |
| 45 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.28% | -0.03% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.06% | -4.02% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.22% | -0.01% | -13.67% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.18% | +0.11% | -2.44% | |
| 49 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.17% | -0.06% | EXIT | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — |
According to official SEC Form 13F filings, Puzo Michael J reported a total U.S. public equity portfolio value of $387.9M across 71 disclosed positions in Q2 2025.
During Q2 2025, Puzo Michael J's top holdings by market value included NVDA (5.3%)、MSFT (5.3%)、AAPL (4.5%). The largest single position, NVDA, represented 5.3% of total portfolio value.
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In Q2 2025, 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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