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CIK: 0001053914
Total reported value
$387.9M
$387.9M
67 檔
22.9%
During the Q1 2026 filing period, Puzo Michael J (CIK: 0001053914) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $387.9M across 67 reported positions.
In Q1 2026, Puzo Michael J adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.24% | +0.02% | -7.49% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.44% | -0.05% | -1.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.39% | -0.15% | -3.39% | |
| 4 | ADI | Analog Devices Inc | Stock-Tech | 4.47% | -0.04% | -6.01% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.36% | -0.46% | -6.41% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.10% | -0.40% | +2.38% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 3.97% | -0.65% | -8.53% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.65% | -0.61% | -2.06% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.62% | -0.30% | -3.11% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | +0.07% | +3.75% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 3.21% | +4.02% | -3.46% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.85% | -0.33% | -3.58% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 2.75% | -0.61% | -2.24% | |
| 14 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.73% | +0.53% | -2.91% | |
| 15 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.72% | +0.14% | -0.90% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 2.69% | -0.79% | -3.92% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 2.55% | +2.12% | -0.57% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.53% | -0.31% | -2.02% | |
| 19 | ATR | Aptargroup Inc | Stock-Healthcare | 2.45% | -0.51% | -5.35% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 2.36% | -0.09% | -2.42% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.36% | +0.54% | +7.20% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 2.36% | -0.11% | -3.18% | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 2.28% | -0.29% | +1.89% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.00% | +0.04% | +0.28% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.88% | -0.34% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.63% | -0.48% | -12.39% | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.58% | -0.06% | -7.56% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.44% | -0.03% | +25.40% | |
| 29 | AXP | American Express Co | Stock-Financials | 1.43% | +0.26% | +9.17% | |
| 30 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.36% | -0.04% | +19.46% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | -0.76% | -37.95% | |
| 32 | ✓ | Munich Re Group | Stock-Other | 0.81% | -0.17% | — | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.71% | -0.57% | -28.02% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.06% | +14.75% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.04% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.03% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.46% | +285.10% | |
| 38 | WCN | Waste Connections Inc | Stock-Industrials | 0.40% | +0.51% | — | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.37% | -0.37% | EXIT | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.37% | -0.31% | -8.05% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.35% | +0.11% | +17.20% | |
| 42 | RHHBY | Roche Holdings Ltd-spons Adr | Stock-Other | 0.35% | -0.03% | — | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.30% | +0.38% | — | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.27% | -0.01% | -18.63% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.05% | -31.75% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.13% | -11.52% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.06% | -51.09% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.18% | -0.01% | -27.03% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.16% | — | — | |
| 50 | SHEL | Shell Plc-adr | Stock-Energy | 0.15% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | -3.92% | Trim |
| 2 | AMAT | Applied Materials Inc | +0.8% | -0.57% | Trim |
| 3 | ADI | Analog Devices Inc | +0.7% | -6.01% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.7% | -6.41% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -12.39% | Trim |
| 6 | AVGO | Broadcom Inc | +0.4% | +285.10% | Add |
| 7 | TJX | Tjx Companies Inc | +0.3% | -2.06% | Trim |
| 8 | SCHW | Schwab (charles) CORP | +0.2% | +19.46% | Add |
| 9 | UBER | Uber Technologies Inc | +0.2% | +25.40% | Add |
| 10 | SBGSY | Schneider Elect Se-unsp Adr | +0.1% | -0.90% | Trim |
| 11 | ASML | ASML Holding N.V. | +0.1% | +17.20% | Add |
| 12 | RTX | Rtx CORP | +0.1% | -8.53% | Trim |
| 13 | PG | Procter & Gamble Co/the | +0.1% | -3.58% | Trim |
| 14 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 15 | ATR | Aptargroup Inc | +0.1% | -5.35% | Trim |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +0.28% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.75% | Add |
| 18 | VSMAX | Vanguard Sml Cap Indx-adm | +0.1% | +100.00% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +73.81% | Add |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | -7.56% | Trim |
| 21 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 23 | CARR | Carrier Global CORP | 0% | -8.05% | Trim |
| 24 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 25 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 26 | BMO | Bank Of Montreal | 0% | — | Unchanged |
| 27 | ✓ | Munich Re Group | 0% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 29 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | — | Unchanged |
| 30 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 31 | FXAIX | Fidelity 500 Index Fund | 0% | — | Unchanged |
| 32 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 33 | AMZN | Amazon.com Inc | — | +3.75% | Add |
| 34 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 35 | PEP | Pepsico Inc | — | -11.52% | Trim |
| 36 | FNCMX | Fidelity Nasdaq Compos Indx | — | — | Unchanged |
| 37 | DE | Deere & Co | 0% | -27.03% | Trim |
| 38 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 39 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 40 | HD | Home Depot Inc | 0% | -3.18% | Trim |
| 41 | V | Visa Inc-class A Shares | 0% | -13.53% | Trim |
| 42 | EMR | Emerson Electric Co | 0% | -18.63% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.1% | +7.20% | Add |
| 44 | WMT | Walmart Inc | -0.1% | -31.75% | Trim |
| 45 | AMD | Advanced Micro Devices | -0.1% | -3.46% | Trim |
| 46 | AXP | American Express Co | -0.1% | +9.17% | Add |
| 47 | NVDA | Nvidia CORP | -0.1% | -1.74% | Trim |
| 48 | XYL | Xylem Inc | -0.1% | +1.89% | Add |
| 49 | RELX | Relx PLC - Spon Adr | -0.1% | -57.42% | Trim |
| 50 | ROK | Rockwell Automation Inc | -0.1% | -2.91% | Trim |
According to official SEC Form 13F filings, Puzo Michael J reported a total U.S. public equity portfolio value of $387.9M across 67 disclosed positions in Q1 2026.
During Q1 2026, Puzo Michael J's top holdings by market value included GOOGL (6.2%)、NVDA (5.4%)、AAPL (5.4%). The largest single position, GOOGL, represented 6.2% 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 GOOGL, NVDA, AAPL) accounted for 22.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
WCN
市值: $1.4M
Top Position Liquidated / Trimmed
ECL
前期市值: $439.7K
In Q1 2026, Puzo Michael J made 61 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 32 holdings, and fully liquidating 10 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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