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CIK: 0001053914
Total reported value
$387.9M
$387.9M
71 檔
25.4%
At the close of Q4 2025, Puzo Michael J disclosed equity holdings valued at approximately $387.9M, spread across 71 reported holdings.
In Q4 2025, Puzo Michael J adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, AAPL, NVDA) accounted for 25.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.86% | +0.02% | -9.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.59% | -0.15% | -2.70% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.53% | -0.05% | -2.71% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.40% | +0.47% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.99% | -0.30% | -3.85% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.86% | -0.65% | -3.29% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 3.79% | -0.04% | -0.46% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.68% | -0.46% | -1.54% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | +0.07% | -1.02% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.35% | -0.61% | +0.89% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 3.28% | +4.02% | -11.40% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 3.20% | -0.61% | +1.43% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 2.91% | -0.31% | +0.22% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 2.87% | -0.09% | -0.22% | |
| 15 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.85% | +0.53% | -0.63% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.74% | -0.33% | +0.69% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.59% | +0.14% | +0.28% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.41% | +0.54% | +8.80% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 2.38% | -0.11% | +0.44% | |
| 20 | XYL | Xylem Inc | Stock-Industrials | 2.38% | -0.29% | +0.02% | |
| 21 | ATR | Aptargroup Inc | Stock-Healthcare | 2.35% | -0.51% | -0.38% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.79% | +0.08% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.90% | +0.04% | -0.84% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.85% | -0.34% | -10.00% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 1.80% | +2.12% | +49.45% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.67% | -0.76% | -5.45% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.53% | -0.06% | -9.68% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.50% | +0.26% | +41.16% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.48% | -0.15% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.22% | -0.03% | +33.35% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.13% | -0.04% | +73.56% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 1.12% | -0.57% | -9.10% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.81% | -0.37% | EXIT | |
| 34 | ✓ | Munich Re Group | Stock-Other | 0.80% | -0.17% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.03% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.06% | +53.55% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.04% | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.06% | — | |
| 39 | CARR | Carrier Global CORP | Stock-Industrials | 0.35% | -0.31% | -78.78% | |
| 40 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.34% | -0.03% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | -6.64% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.31% | -0.01% | — | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.13% | -11.44% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.23% | +0.11% | -1.26% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.19% | -0.01% | — | |
| 46 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.16% | -0.06% | EXIT | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.14% | — | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.46% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.01% | -3.70% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -9.46% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.8% | +49.45% | Add |
| 3 | LLY | Eli Lilly & Co | +0.8% | +8.80% | Add |
| 4 | AXP | American Express Co | +0.5% | +41.16% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | +73.56% | Add |
| 6 | AMD | Advanced Micro Devices | +0.5% | -11.40% | Trim |
| 7 | DHR | Danaher CORP | +0.4% | +0.22% | Add |
| 8 | ADI | Analog Devices Inc | +0.3% | -0.46% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.3% | -1.54% | Trim |
| 10 | ROK | Rockwell Automation Inc | +0.3% | -0.63% | Trim |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -0.84% | Trim |
| 12 | TJX | Tjx Companies Inc | +0.2% | +0.89% | Add |
| 13 | RTX | Rtx CORP | +0.2% | -3.29% | Trim |
| 14 | AAPL | Apple Inc | +0.2% | -2.70% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +53.55% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | -1.02% | Trim |
| 17 | UBER | Uber Technologies Inc | +0.1% | +33.35% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -0.15% | Trim |
| 20 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | — | Unchanged |
| 21 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | +89.23% | Add |
| 23 | ✓ | Munich Re Group | 0% | — | Unchanged |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -3.70% | Trim |
| 25 | ASML | ASML Holding N.V. | 0% | -1.26% | Trim |
| 26 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 27 | NUE | Nucor CORP | 0% | — | Unchanged |
| 28 | PEP | Pepsico Inc | 0% | -11.44% | Trim |
| 29 | RELX | Relx PLC - Spon Adr | 0% | +3.79% | Add |
| 30 | CVX | Chevron CORP | 0% | +0.08% | Add |
| 31 | SBGSY | Schneider Elect Se-unsp Adr | -0.1% | +0.28% | Add |
| 32 | CNI | Canadian Natl Railway Co | -0.1% | -9.68% | Trim |
| 33 | MA | Mastercard Inc - A | -0.2% | -3.85% | Trim |
| 34 | NVDA | Nvidia CORP | -0.2% | -2.71% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.2% | +0.69% | Add |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -5.45% | Trim |
| 37 | ABT | Abbott Laboratories | -0.2% | +1.43% | Add |
| 38 | NSRGY | Nestle Sa-spons Adr | -0.2% | -74.98% | Trim |
| 39 | XYL | Xylem Inc | -0.2% | +0.02% | Add |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -10.00% | Trim |
| 41 | ATR | Aptargroup Inc | -0.2% | -0.38% | Trim |
| 42 | MSFT | Microsoft CORP | -0.3% | +0.47% | Add |
| 43 | ADP | Automatic Data Processing | -0.4% | -0.22% | Trim |
| 44 | HD | Home Depot Inc | -0.4% | +0.44% | Add |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.6% | -42.48% | Trim |
| 46 | CRM | Salesforce Inc | -0.8% | -91.69% | Trim |
| 47 | FISV | Fiserv Inc | -1.2% | -9.10% | Trim |
| 48 | CARR | Carrier Global CORP | -1.5% | -78.78% | Trim |
| 49 | AVGO | Broadcom Inc | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
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 Q4 2025.
During Q4 2025, Puzo Michael J's top holdings by market value included GOOGL (6.9%)、AAPL (5.6%)、NVDA (5.5%). The largest single position, GOOGL, represented 6.9% 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.
Top New Position Initiated
AVGO
市值: $494.9K
Top Position Liquidated / Trimmed
NVO
前期市值: $320.5K
In Q4 2025, Puzo Michael J made 44 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 1 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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