Holders — by stockHoldings — by fund
First Long Island Investors, LLC
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 0001490429
$1.41B
disclosed book value
73
positions
5.6%
largest position share
Positions, as of 2026-06-30
top 73 of 73 · 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 | APHAMPHENOL CORP NEW CL A | 445,193 | $78.5M | 5.6% |
| 2 | NVDANVIDIA CORPORATION COM | 354,890 | $71.0M | 5% |
| 3 | AMZNAMAZON COM INC COM | 289,993 | $69.1M | 4.9% |
| 4 | MSFTMICROSOFT CORP COM | 160,492 | $59.9M | 4.2% |
| 5 | GOOGLALPHABET INC CAP STK CL A | 165,391 | $59.1M | 4.2% |
| 6 | PHPARKER HANNIFIN CORP COM | 60,284 | $59.0M | 4.2% |
| 7 | LLYLILLY ELI & CO COM | 45,914 | $55.1M | 3.9% |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD S | 98,125 | $46.9M | 3.3% |
| 9 | AVGOBROADCOM LTD SGD | 123,999 | $46.8M | 3.3% |
| 10 | VVISA INC COM CL A | 135,745 | $46.6M | 3.3% |
| 11 | AAPLAPPLE INC COM | 150,353 | $43.5M | 3.1% |
| 12 | JPMJPMORGAN CHASE & CO COM | 116,356 | $38.1M | 2.7% |
| 13 | MUMICRON TECHNOLOGY INC COM | 29,207 | $33.7M | 2.4% |
| 14 | GEVGE VERNOVA LLC COM | 27,523 | $32.3M | 2.3% |
| 15 | MAMASTERCARD INCORPORATED CL A | 60,309 | $31.0M | 2.2% |
| 16 | WSMWILLIAMS SONOMA INC COM | 130,525 | $30.4M | 2.2% |
| 17 | ABBVABBVIE INC COM | 118,244 | $29.8M | 2.1% |
| 18 | PMPHILIP MORRIS INTL INC COM | 159,442 | $28.8M | 2% |
| 19 | JNJJOHNSON & JOHNSON COM | 112,030 | $28.5M | 2% |
| 20 | EATON CORP PLC SHS | 65,924 | $28.1M | 2% |
| 21 | METAMETA PLATFORMS INC CL A | 48,898 | $27.5M | 2% |
| 22 | ADPAUTOMATIC DATA PROCESSING INC | 121,048 | $27.1M | 1.9% |
| 23 | AMGNAMGEN INC COM | 69,904 | $25.3M | 1.8% |
| 24 | UNHUNITEDHEALTH GROUP INC COM | 58,973 | $24.5M | 1.7% |
| 25 | QCOMQUALCOMM INC COM | 132,517 | $24.5M | 1.7% |
| 26 | FASTFASTENAL CO COM | 500,113 | $24.0M | 1.7% |
| 27 | ABTABBOTT LABS COM | 234,505 | $21.3M | 1.5% |
| 28 | LOWLOWES COS INC COM | 95,106 | $21.0M | 1.5% |
| 29 | FICOFAIR ISAAC CORP | 17,465 | $20.9M | 1.5% |
| 30 | BLKCHFBLACKROCK INC COM | 21,450 | $20.6M | 1.5% |
| 31 | UBERUBER TECHNOLOGIES INC | 284,137 | $20.5M | 1.5% |
| 32 | USBUS BANCORP DEL COM NEW | 318,034 | $19.2M | 1.4% |
| 33 | LSEGYLONDON STOCK EXCHANGE GROUP SP | 698,230 | $18.9M | 1.3% |
| 34 | GOOGALPHABET INC CAP STK CL C | 53,293 | $18.8M | 1.3% |
| 35 | CNICDN NATL RAILWAY CO CAD | 150,974 | $18.0M | 1.3% |
| 36 | NEENEXTERA ENERGY INC | 187,408 | $16.4M | 1.2% |
| 37 | ITWILLINOIS TOOL WKS INC COM | 54,901 | $14.8M | 1.1% |
| 38 | HDHOME DEPOT INC COM | 41,359 | $14.6M | 1% |
| 39 | PEPPEPSICO INC COM | 104,861 | $14.2M | 1% |
| 40 | MCDMCDONALDS CORP COM | 50,947 | $13.8M | 1% |
| 41 | SNPSSYNOPSYS INC | 29,476 | $13.1M | 0.9% |
| 42 | LMTLOCKHEED MARTIN CORP COM | 24,948 | $12.7M | 0.9% |
| 43 | HONHONEYWELL INTL INC COM | 48,156 | $10.8M | 0.8% |
| 44 | HONAHONEYWELL AEROSPACE | 48,057 | $10.6M | 0.8% |
| 45 | CDNSCADENCE DESIGN SYS INC | 24,505 | $9.2M | 0.7% |
| 46 | BXBLACKSTONE INC | 63,585 | $7.5M | 0.5% |
| 47 | NFLXNETFLIX INC COM | 84,008 | $6.0M | 0.4% |
| 48 | ISRGINTUITIVE SURGICAL INC | 11,750 | $4.7M | 0.3% |
| 49 | SCHWSCHWAB CHARLES CORP NEW COM | 42,429 | $3.9M | 0.3% |
| 50 | TJXTJX COS INC NEW COM | 12,007 | $1.8M | 0.1% |
| 51 | QQQINVESCO QQQ TR UNIT SER 1 | 875 | $644,350 | 0% |
| 52 | CRWDCROWDSTRIKE HLDGS | 691 | $527,330 | 0% |
| 53 | CATCATERPILLAR INC | 474 | $504,763 | 0% |
| 54 | MSGSMADISON SQUARE GARDEN CO CL A | 1,156 | $464,527 | 0% |
| 55 | TMOTHERMO FISHER SCIENTIFIC INC C | 888 | $445,208 | 0% |
| 56 | BNYBANK OF NEW YORK MELLON | 2,662 | $384,952 | 0% |
| 57 | SYKSTRYKER CORPORATION COM | 1,217 | $383,160 | 0% |
| 58 | TXNTEXAS INSTRS INC COM | 1,271 | $378,847 | 0% |
| 59 | ASTRAZENECA PLC | 1,920 | $364,070 | 0% |
| 60 | GSGOLDMAN SACHS GROUP INC COM | 355 | $359,036 | 0% |
| 61 | MRKMERCK & CO. INC COM | 2,666 | $342,581 | 0% |
| 62 | PAASPAN AMER SILVER CORP | 7,381 | $330,595 | 0% |
| 63 | SPHRSPHERE ENTERTAINMENT CO CL A | 1,754 | $303,495 | 0% |
| 64 | PRFINVESCO EXCHANGE TRADED FD TR | 5,500 | $297,165 | 0% |
| 65 | VOVANGUARD INDEX FDS MID CAP ETF | 3,560 | $286,829 | 0% |
| 66 | DELLDELL TECHNOLOGIES, INC. CLASS | 650 | $280,449 | 0% |
| 67 | AEMAGNICO EAGLE MINES LTD COM | 1,729 | $268,220 | 0% |
| 68 | MSIMOTOROLA SOLUTIONS INC | 640 | $265,786 | 0% |
| 69 | XLVSELECT SECTOR SPDR TR SBI HEAL | 1,579 | $250,524 | 0% |
| 70 | IJTISHARES TR S&P SML 600 GWT | 1,340 | $239,324 | 0% |
| 71 | ECLECOLAB INC COM | 851 | $237,097 | 0% |
| 72 | CTASCINTAS CORP | 1,249 | $212,430 | 0% |
| 73 | ICEINTERCONTINENTAL EXCHANGE INC | 1,700 | $209,287 | 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.