PUZO MICHAEL J
CIK: 0001053914SEC EDGAR →
Portfolio Value
$367.3M
Holdings
71
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC CL A | 80,531 | $25.2M | 6.86% |
| 2 | APPLE | 75,507 | $20.5M | 5.59% |
| 3 | NVIDIA CORP | 108,965 | $20.3M | 5.53% |
| 4 | MICROSOFT | 37,137 | $18.0M | 4.89% |
| 5 | MASTERCARD | 25,658 | $14.6M | 3.99% |
| 6 | RTX CORPORATION | 77,245 | $14.2M | 3.86% |
| 7 | ANALOG DEVICES | 51,337 | $13.9M | 3.79% |
| 8 | JOHNSON AND JOHNSON | 65,403 | $13.5M | 3.68% |
| 9 | AMAZON.COM | 57,425 | $13.3M | 3.61% |
| 10 | TJX COS | 80,073 | $12.3M | 3.35% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $102.3M | 27.9% |
| Healthcare | 19 | $71.0M | 19.3% |
| Industrials | 10 | $49.0M | 13.4% |
| Consumer Cyclical | 3 | $34.3M | 9.3% |
| Financial Services | 16 | $29.2M | 7.9% |
| Communication Services | 4 | $26.7M | 7.3% |
| Unknown | 9 | $23.6M | 6.4% |
| Energy | 4 | $17.6M | 4.8% |
| Consumer Defensive | 13 | $12.6M | 3.4% |
| Basic Materials | 2 | $732K | 0.2% |