Puzo Michael J
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$343.4M
Q ending 2026-03-31
Prior quarter
$367.3M
Q ending 2025-12-31
Change
-6.5% QoQ · -1.6% YoY
Positions
67
reported holdings
Largest positions
All 67 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc Cl A | GOOGL | Shares | $21.4M | 74K |
| Nvidia Corp | NVDA | Shares | $18.7M | 107K |
| Apple | AAPL | Shares | $18.5M | 73K |
| Analog Devices | ADI | Shares | $15.4M | 48K |
| Johnson And Johnson | JNJ | Shares | $15.0M | 61K |
| Microsoft | MSFT | Shares | $14.1M | 38K |
| Rtx Corporation | RTX | Shares | $13.6M | 71K |
| Tjx Cos | TJX | Shares | $12.5M | 78K |
| Mastercard | MA | Shares | $12.4M | 25K |
| Amazon.Com | AMZN | Shares | $12.4M | 60K |
| Advanced Micro Devices | AMD | Shares | $11.0M | 54K |
| Procter & Gamble | PG | Shares | $9.8M | 68K |
| Abbott Labs | ABT | Shares | $9.4M | 92K |
| Rockwell Automation | ROK | Shares | $9.4M | 26K |
| Schneider Elec Sa Adr | SBGSY | Shares | $9.3M | 172K |
| Chevron | CVX | Shares | $9.2M | 45K |
| Applied Material | AMAT | Shares | $8.7M | 26K |
| Danaher Corp | DHR | Shares | $8.7M | 46K |
| Aptargroup | ATR | Shares | $8.4M | 67K |
| Automatic Data Processing | ADP | Shares | $8.1M | 40K |
| Eli Lilly & Co | LLY | Shares | $8.1M | 9K |
| Home Depot | HD | Shares | $8.1M | 25K |
| Xylem Inc | XYL | Shares | $7.8M | 65K |
| Vertex Pharmaceuticals | VRTX | Shares | $6.9M | 15K |
| Berkshire Hathaway Cl A | BRK/A | Shares | $6.5M | 9 |
| Exxon Mobil | XOM | Shares | $5.6M | 33K |
| Canadian Natl Railway | CNI | Shares | $5.4M | 53K |
| Uber Technologies Inc | UBER | Shares | $4.9M | 69K |
| American Express | AXP | Shares | $4.9M | 16K |
| Charles Schwab | SCHW | Shares | $4.7M | 50K |
| Unitedhealth Group | UNH | Shares | $3.1M | 12K |
| Munich Re Group | Shares | $2.8M | 4K | |
| Fiserv | FISV | Shares | $2.5M | 44K |
| Berkshire Hathaway Cl B | BRK/B | Shares | $2.2M | 5K |
| Merck | MRK | Shares | $2.1M | 18K |
| Abbvie | ABBV | Shares | $2.0M | 9K |
| Broadcom Inc | AVGO | Shares | $1.7M | 6K |
| Waste Connections Inc New | WCN | Shares | $1.4M | 9K |
| Mccormick & Co | MKC | Shares | $1.3M | 25K |
| Carrier Global | CARR | Shares | $1.3M | 22K |
| Asml Holding Nv | Shares | $1.2M | 920 | |
| Roche Hldg Ltd Adr | RHHBY | Shares | $1.2M | 24K |
| Nextera Energy | NEE | Shares | $1.0M | 11K |
| Emerson Electric | EMR | Shares | $915K | 7K |
| Wal-Mart Stores | WMT | Shares | $895K | 7K |
| Pepsico | PEP | Shares | $835K | 5K |
| Caterpillar | CAT | Shares | $797K | 1K |
| Deere & Co | DE | Shares | $608K | 1K |
| Union Pacific | UNP | Shares | $546K | 2K |
| Shel Plc | SHEL | Shares | $507K | 5K |
| Bank Of Montreal | BMO | Shares | $474K | 4K |
| Alphabet Inc Cl C | GOOG | Shares | $448K | 2K |
| Jpmorgan Chase | JPM | Shares | $429K | 1K |
| Vanguard Small Cap Index Fd Ad | VSMAX | Shares | $427K | 3K |
| Wells Fargo | WFC | Shares | $398K | 5K |
| Meta Platforms Inc | META | Shares | $352K | 615 |
| Visa | V | Shares | $348K | 1K |
| Fidelity 500 Index Fund Fund | FXAIX | Shares | $328K | 1K |
| Fidelity Nasdaq Composite Inde | FNCMX | Shares | $302K | 1K |
| Coca Cola | KO | Shares | $298K | 4K |
| Air Products & Chem | APD | Shares | $290K | 1K |
| Gilead Sciences | GILD | Shares | $275K | 2K |
| Colgate-Palmolive | CL | Shares | $265K | 3K |
| Canadian Pacific Kansas City L | CP | Shares | $255K | 3K |
| Cisco Sys Inc | CSCO | Shares | $237K | 3K |
| Eog Resources | EOG | Shares | $223K | 2K |
| Relx Plc | RELX | Shares | $200K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.