First Long Island Investors, LLC
CIK: 0001490429SEC EDGAR →
Portfolio Value
$1.4T
Holdings
74
As of
Q4 2025
New Positions
7
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | 160,959 | $77.8B | 5.71% |
| 2 | AMAZON COM INC COM | 286,944 | $66.2B | 4.86% |
| 3 | NVIDIA CORPORATION COM | 347,097 | $64.7B | 4.75% |
| 4 | ALPHABET INC CAP STK CL A | 182,777 | $57.2B | 4.20% |
| 5 | ABBOTT LABS COM | 425,997 | $53.4B | 3.92% |
| 6 | PARKER HANNIFIN CORP COM | 60,524 | $53.2B | 3.90% |
| 7 | AUTOMATIC DATA PROCESSING INC | 192,016 | $49.4B | 3.62% |
| 8 | LILLY ELI & CO COM | 44,228 | $47.5B | 3.49% |
| 9 | BROADCOM LTD SGD | 119,635 | $41.4B | 3.04% |
| 10 | LOWES COS INC COM | 157,373 | $38.0B | 2.78% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 16 | $394.7B | 29.0% |
| Healthcare | 14 | $217.7B | 16.0% |
| Financial Services | 15 | $175.2B | 12.9% |
| Industrials | 8 | $168.2B | 12.3% |
| Consumer Cyclical | 6 | $158.1B | 11.6% |
| Communication Services | 6 | $142.1B | 10.4% |
| Unknown | 3 | $49.6B | 3.6% |
| Consumer Defensive | 2 | $27.5B | 2.0% |
| Utilities | 1 | $15.1B | 1.1% |
| Energy | 1 | $14.0B | 1.0% |
| Basic Materials | 2 | $675.0M | 0.0% |