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CIK: 0001053914
Total reported value
$387.9M
$387.9M
71 檔
24.9%
As reported in its official Q3 2025 Form 13F filing, Puzo Michael J's tracked investment portfolio stood at $387.9M with 71 total positions.
In Q3 2025, Puzo Michael J adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, NVDA, AAPL) accounted for 24.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.90% | +0.02% | -1.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.70% | -0.05% | -5.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.39% | -0.15% | +0.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.22% | -0.40% | -0.24% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 4.14% | -0.30% | -4.06% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.65% | -0.65% | -2.51% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | +0.07% | -0.61% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.46% | -0.04% | -0.61% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.38% | -0.61% | +0.72% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.36% | -0.46% | -1.68% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 3.28% | -0.09% | -1.73% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.13% | -0.61% | +0.04% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.92% | -0.33% | -0.18% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.80% | +4.02% | -5.82% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.80% | -0.11% | -0.12% | |
| 16 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.64% | +0.14% | +0.39% | |
| 17 | ATR | Aptargroup Inc | Stock-Healthcare | 2.59% | -0.51% | +0.06% | |
| 18 | XYL | Xylem Inc | Stock-Industrials | 2.58% | -0.29% | -0.27% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.58% | +0.53% | -3.30% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 2.52% | -0.31% | +0.33% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 2.36% | -0.57% | +0.34% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.06% | -0.34% | -9.09% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.79% | +0.32% | |
| 24 | CARR | Carrier Global CORP | Stock-Industrials | 1.86% | -0.31% | -1.04% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.85% | -0.76% | +17.73% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.66% | +0.04% | +1.05% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.62% | -0.06% | -10.18% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | +0.54% | +65.01% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.38% | -0.37% | EXIT | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.48% | -0.32% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 1.10% | -0.03% | +24.28% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | +2.12% | +85.15% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.96% | +0.26% | +36.03% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.92% | — | +5.92% | |
| 35 | ✓ | Munich Re Group | Stock-Other | 0.77% | -0.17% | -1.11% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.62% | -0.04% | +34.45% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.03% | -0.26% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.04% | -2.26% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.06% | -6.96% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | -0.88% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.31% | -0.01% | -0.46% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.06% | -3.77% | |
| 43 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.28% | — | -52.64% | |
| 44 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.27% | -0.03% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.13% | -12.56% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.21% | +0.11% | -0.63% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.18% | -0.01% | -0.67% | |
| 48 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.18% | -0.06% | EXIT | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | -5.30% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.8% | -1.18% | Trim |
| 3 | MSFT | Microsoft CORP | +1.1% | -0.24% | Trim |
| 4 | LLY | Eli Lilly & Co | +1% | +65.01% | Add |
| 5 | UBER | Uber Technologies Inc | +0.8% | +24.28% | Add |
| 6 | AXP | American Express Co | +0.7% | +36.03% | Add |
| 7 | SCHW | Schwab (charles) CORP | +0.5% | +34.45% | Add |
| 8 | AMD | Advanced Micro Devices | +0.5% | -5.82% | Trim |
| 9 | ADI | Analog Devices Inc | +0.4% | -0.61% | Trim |
| 10 | RTX | Rtx CORP | +0.3% | -2.51% | Trim |
| 11 | SBGSY | Schneider Elect Se-unsp Adr | +0.3% | +0.39% | Trim |
| 12 | XYL | Xylem Inc | +0.3% | -0.27% | Trim |
| 13 | AAPL | Apple Inc | +0.3% | +0.01% | Trim |
| 14 | TJX | Tjx Companies Inc | +0.3% | +0.04% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.2% | -0.61% | Trim |
| 16 | ROK | Rockwell Automation Inc | +0.1% | -3.30% | Trim |
| 17 | HD | Home Depot Inc | +0.1% | -0.12% | Trim |
| 18 | CRM | Salesforce Inc | +0.1% | +5.92% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -3.77% | Trim |
| 20 | ASML | ASML Holding N.V. | +0.1% | -0.63% | Trim |
| 21 | JNJ | Johnson & Johnson | 0% | -1.68% | Trim |
| 22 | MRK | Merck & Co. Inc. | -0.1% | -2.26% | Trim |
| 23 | V | Visa Inc-class A Shares | -0.1% | — | Trim |
| 24 | PEP | Pepsico Inc | -0.1% | -12.56% | Trim |
| 25 | XOM | Exxon Mobil CORP | -0.2% | -0.32% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -6.96% | Trim |
| 27 | CARR | Carrier Global CORP | -0.2% | -1.04% | Trim |
| 28 | DHR | Danaher CORP | -0.3% | +0.33% | Trim |
| 29 | CVX | Chevron CORP | -0.3% | +0.32% | Trim |
| 30 | ABT | Abbott Laboratories | -0.4% | +0.72% | Trim |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -86.86% | Trim |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -0.53% | Trim |
| 33 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | +1.05% | Add |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -9.09% | Trim |
| 35 | MA | Mastercard Inc - A | -0.5% | -4.06% | Trim |
| 36 | CNI | Canadian Natl Railway Co | -0.5% | -10.18% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.6% | +17.73% | Add |
| 38 | ATR | Aptargroup Inc | -0.6% | +0.06% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.6% | -0.18% | Trim |
| 40 | ADP | Automatic Data Processing | -0.7% | -1.73% | Trim |
| 41 | NSRGY | Nestle Sa-spons Adr | -1.2% | -52.64% | Trim |
| 42 | FISV | Fiserv Inc | -2.1% | +0.34% | Trim |
| 43 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 44 | BALL | Ball CORP | — | EXIT | Sold out |
| 45 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 46 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 47 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
| 48 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 49 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 50 | VSMAX | Vanguard Sml Cap Indx-adm | — | 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 71 disclosed positions in Q3 2025.
During Q3 2025, Puzo Michael J's top holdings by market value included GOOGL (5.9%)、NVDA (5.7%)、AAPL (5.4%). The largest single position, GOOGL, represented 5.9% of total portfolio value.
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Top New Position Initiated
AMAT
市值: $3.5M
Top Position Liquidated / Trimmed
BALL
前期市值: $2.8M
In Q3 2025, Puzo Michael J made 50 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 35 holdings, and fully liquidating 5 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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