Holders — by stockHoldings — by fund
PUZO MICHAEL J
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001053914
$387.9M
disclosed book value
66
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 82 of 66 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES | 48,290 | $28.1M | 7.2% |
| 2 | GOOGLALPHABET INC CL A | 67,922 | $24.3M | 6.3% |
| 3 | NVDANVIDIA CORP | 104,542 | $20.9M | 5.4% |
| 4 | AAPLAPPLE | 70,293 | $20.3M | 5.2% |
| 5 | AMATAPPLIED MATERIAL | 25,035 | $18.1M | 4.7% |
| 6 | ADIANALOG DEVICES | 43,236 | $17.2M | 4.4% |
| 7 | JNJJOHNSON AND JOHNSON | 59,597 | $15.1M | 3.9% |
| 8 | MSFTMICROSOFT | 38,446 | $14.3M | 3.7% |
| 9 | AMZNAMAZON.COM | 59,827 | $14.3M | 3.7% |
| 10 | MAMASTERCARD | 25,086 | $12.9M | 3.3% |
| 11 | RTXRTX CORPORATION | 67,846 | $12.9M | 3.3% |
| 12 | ROKROCKWELL AUTOMATION | 25,511 | $12.6M | 3.3% |
| 13 | TJXTJX COS | 77,779 | $11.8M | 3% |
| 14 | SBGSYSCHNEIDER ELEC SA ADR | 170,477 | $11.1M | 2.9% |
| 15 | ADPAUTOMATIC DATA PROCESSING | 39,376 | $8.8M | 2.3% |
| 16 | HDHOME DEPOT | 24,726 | $8.7M | 2.2% |
| 17 | DHRDANAHER CORP | 45,274 | $8.6M | 2.2% |
| 18 | ABTABBOTT LABS | 91,512 | $8.3M | 2.1% |
| 19 | VRTXVERTEX PHARMACEUTICALS | 15,907 | $7.9M | 2% |
| 20 | XYLXYLEM INC | 65,331 | $7.7M | 2% |
| 21 | ATRAPTARGROUP | 60,108 | $7.5M | 1.9% |
| 22 | CVXCHEVRON | 44,480 | $7.4M | 1.9% |
| 23 | AXPAMERICAN EXPRESS | 19,362 | $6.5M | 1.7% |
| 24 | BRK/ABERKSHIRE HATHAWAY CL A | 8 | $6.0M | 1.5% |
| 25 | CNICANADIAN NATL RAILWAY | 49,603 | $5.9M | 1.5% |
| 26 | UBERUBER TECHNOLOGIES INC | 75,833 | $5.5M | 1.4% |
| 27 | LLYELI LILLY & CO | 4,324 | $5.2M | 1.3% |
| 28 | SCHWCHARLES SCHWAB | 55,627 | $5.1M | 1.3% |
| 29 | PGPROCTER & GAMBLE | 30,737 | $4.5M | 1.2% |
| 30 | EXMOCEXXON MOBIL | 32,671 | $4.5M | 1.2% |
| 31 | AVGOBROADCOM INC | 9,864 | $3.7M | 1% |
| 32 | WCNWASTE CONNECTIONS INC NEW | 21,257 | $3.5M | 0.9% |
| 33 | NEENEXTERA ENERGY | 30,272 | $2.7M | 0.7% |
| 34 | LLYELI LILLY & CO | 2,111 | $2.5M | 0.7% |
| 35 | MUNICH RE GROUP | 4,436 | $2.5M | 0.6% |
| 36 | BRK/BBERKSHIRE HATHAWAY CL B | 4,485 | $2.2M | 0.6% |
| 37 | MRKMERCK | 17,353 | $2.2M | 0.6% |
| 38 | ABBVABBVIE | 8,766 | $2.2M | 0.6% |
| 39 | PGPROCTER & GAMBLE | 14,975 | $2.2M | 0.6% |
| 40 | ASML HOLDING NV | 915 | $1.8M | 0.5% |
| 41 | LLYELI LILLY & CO | 1,070 | $1.3M | 0.3% |
| 42 | RHHBYROCHE HLDG LTD ADR | 23,940 | $1.2M | 0.3% |
| 43 | CATCATERPILLAR | 1,050 | $1.1M | 0.3% |
| 44 | PGPROCTER & GAMBLE | 7,476 | $1.1M | 0.3% |
| 45 | LLYELI LILLY & CO | 900 | $1.1M | 0.3% |
| 46 | PGPROCTER & GAMBLE | 7,150 | $1.0M | 0.3% |
| 47 | EMREMERSON ELECTRIC | 6,987 | $1.0M | 0.3% |
| 48 | WMTWAL-MART STORES | 7,200 | $815,472 | 0.2% |
| 49 | DEDEERE & CO | 1,010 | $640,673 | 0.2% |
| 50 | BMOBANK OF MONTREAL | 3,500 | $618,450 | 0.2% |
| 51 | UNPUNION PACIFIC | 2,245 | $610,640 | 0.2% |
| 52 | LLYELI LILLY & CO | 507 | $608,111 | 0.2% |
| 53 | UNHUNITEDHEALTH GROUP | 1,415 | $588,117 | 0.2% |
| 54 | GOOGALPHABET INC CL C | 1,560 | $551,195 | 0.1% |
| 55 | FISVFISERV | 11,110 | $544,944 | 0.1% |
| 56 | PGPROCTER & GAMBLE | 3,369 | $494,030 | 0.1% |
| 57 | INTCINTEL | 3,332 | $465,247 | 0.1% |
| 58 | PEPPEPSICO | 3,200 | $433,280 | 0.1% |
| 59 | SHELSHEL PLC | 5,450 | $422,593 | 0.1% |
| 60 | WFCWELLS FARGO | 5,000 | $413,200 | 0.1% |
| 61 | CPCANADIAN PACIFIC KANSAS CITY L | 4,639 | $401,969 | 0.1% |
| 62 | VVISA | 1,150 | $394,554 | 0.1% |
| 63 | FXAIXFIDELITY 500 INDEX FUND FUND | 1,442 | $376,582 | 0.1% |
| 64 | FNCMXFIDELITY NASDAQ COMPOSITE INDE | 1,103 | $367,941 | 0.1% |
| 65 | CSCOCISCO SYS INC | 3,060 | $359,427 | 0.1% |
| 66 | KOCOCA COLA | 3,920 | $318,578 | 0.1% |
| 67 | METAMETA PLATFORMS INC | 545 | $306,992 | 0.1% |
| 68 | LLYELI LILLY & CO | 225 | $269,872 | 0.1% |
| 69 | GILDGILEAD SCIENCES | 1,976 | $249,648 | 0.1% |
| 70 | VSMAXVANGUARD SMALL CAP INDEX FD AD | 1,700 | $246,738 | 0.1% |
| 71 | GLWCORNING INC | 950 | $242,658 | 0.1% |
| 72 | CARRCARRIER GLOBAL | 3,285 | $240,955 | 0.1% |
| 73 | JPMJPMORGAN CHASE | 700 | $229,131 | 0.1% |
| 74 | PGPROCTER & GAMBLE | 1,425 | $208,962 | 0.1% |
| 75 | DOVDOVER CORP | 900 | $201,852 | 0.1% |
| 76 | GQGIXGQG PARTNERS EMERGING MARKETS | 10,400 | $192,712 | 0% |
| 77 | LLYELI LILLY & CO | 160 | $191,909 | 0% |
| 78 | PGPROCTER & GAMBLE | 974 | $142,827 | 0% |
| 79 | LLYELI LILLY & CO | 80 | $95,954 | 0% |
| 80 | PGPROCTER & GAMBLE | 540 | $79,186 | 0% |
| 81 | LLYELI LILLY & CO | 15 | $17,991 | 0% |
| 82 | PGPROCTER & GAMBLE | 100 | $14,664 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.