First Long Island Investors, LLC Portfolio Holdings

First Long Island Investors, LLC

  • $1.27 Billion
  • Q2 2025

First Long Island Investors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $79.5M, Amazon Com Inc with a value of $63.6M, Automatic Data Processing Inc with a value of $61.3M, Nvidia Corp with a value of $59M, and Abbott Laboratories with a value of $57.9M.

Examining the 13F form we can see an increase of $60.4M in the current position value, from $1.21B to 1.27B.

Below you can find more details about First Long Island Investors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Billion
Technology: $365 Million
Healthcare: $198 Million
Industrials: $189 Million
Financial Services: $182 Million
Consumer Cyclical: $157 Million
Communication Services: $107 Million
Consumer Defensive: $60.4 Million
Energy: $13.9 Million
Other: $1.63 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$79.5 Million 6.24% of portfolio
159,863
Q2 2025 Reduced 0.2%
$2.3T
$63.6 Million 4.99% of portfolio
289,848
Q2 2025 Added 0.4%
$124B
$61.3 Million 4.81% of portfolio
198,748
Q2 2025 Reduced 0.28%
$426B
$59 Million 4.63% of portfolio
373,492
Q2 2025 Reduced 3.23%
$230B
$57.9 Million 4.54% of portfolio
425,620
Q2 2025 Reduced 0.28%
$96.3B
$42.1 Million 3.31% of portfolio
60,332
Q2 2025 Reduced 0.64%
$565B
$38.5 Million 3.03% of portfolio
68,587
Q2 2025 Added 0.7%
$572B
$36.1 Million 2.84% of portfolio
101,748
Q2 2025 Added 0.09%
$161B
$34.9 Million 2.74% of portfolio
157,362
Q2 2025 Reduced 0.43%
$1.65T
$34.7 Million 2.73% of portfolio
47,057
Q2 2025 Added 0.33%
$71.6B
$34.5 Million 2.71% of portfolio
220,971
Q2 2025 Added 28.7%
$879B
$34.2 Million 2.69% of portfolio
118,124
Q2 2025 Reduced 1.31%
$1.26T
$33.7 Million 2.65% of portfolio
191,204
Q2 2025 Reduced 3.3%
$121B
$31.8 Million 2.5% of portfolio
115,503
Q2 2025 Added 51.74%
$259B
$29.4 Million 2.3% of portfolio
161,173
Q2 2025 Reduced 1.63%
$178B
$29.3 Million 2.3% of portfolio
183,977
Q2 2025 Reduced 1.38%
$65B
$25 Million 1.96% of portfolio
252,841
Q2 2025 Added 0.75%
$120B
$24.5 Million 1.93% of portfolio
164,061
Q2 2025 Added 0.2%
$168B
$22.8 Million 1.79% of portfolio
21,772
Q2 2025 Reduced 1.55%
$699B
$22.1 Million 1.74% of portfolio
28,395
Q2 2025 Added 5.09%
$375B
$22.2 Million 1.74% of portfolio
119,496
Q2 2025 Reduced 1.11%
$161B
$22 Million 1.73% of portfolio
73,641
Q2 2025 Reduced 1.79%
$12.8B
$21.6 Million 1.7% of portfolio
132,263
Q2 2025 Reduced 1.52%
$28.2B
$21.3 Million 1.67% of portfolio
506,419
Q2 2025 Added 96.94%
$153B
$19.8 Million 1.56% of portfolio
70,955
Q2 2025 Reduced 1.25%
$137B
$19.5 Million 1.53% of portfolio
54,507
Q2 2025 Added 0.74%
$65.5B
$19.5 Million 1.53% of portfolio
187,228
Q2 2025 Added 19.25%
$161B
$18.3 Million 1.44% of portfolio
47,333
Q2 2025 Reduced 3.07%
$184B
$17.4 Million 1.37% of portfolio
186,407
Q2 2025 Added 0.35%
$466B
$17.5 Million 1.37% of portfolio
114,607
Q2 2025 Reduced 2.0%
$289B
$16.8 Million 1.32% of portfolio
53,768
Q2 2025 Reduced 49.34%
$84.7B
$16.9 Million 1.32% of portfolio
250,163
Q2 2025 Reduced 0.33%
$3.69T
$15.7 Million 1.23% of portfolio
76,548
Q2 2025 Reduced 48.42%
$416B
$15.3 Million 1.2% of portfolio
41,783
Q2 2025 Reduced 1.05%
$232B
$15 Million 1.18% of portfolio
51,421
Q2 2025 Reduced 0.92%
$216B
$14.9 Million 1.17% of portfolio
119,913
Q2 2025 Added 0.19%
$72.1B
$14.6 Million 1.15% of portfolio
323,622
Q2 2025 Reduced 2.54%
$207B
$14.2 Million 1.11% of portfolio
107,334
Q2 2025 Reduced 1.81%
$317B
$13.9 Million 1.09% of portfolio
97,050
Q2 2025 Reduced 0.98%
$80.6B
$13.8 Million 1.08% of portfolio
55,831
Q2 2025 Reduced 1.06%
$540B
$12.9 Million 1.01% of portfolio
9,616
Q2 2025 Reduced 15.02%
$187B
$12.1 Million 0.95% of portfolio
15,304
Q3 2024 Reduced 18.16%
$49B
$11.7 Million 0.92% of portfolio
80,422
Q2 2025 Added 16.41%
$1.29T
$11.2 Million 0.88% of portfolio
63,268
Q2 2025 Reduced 1.69%
$94B
$11.3 Million 0.88% of portfolio
36,512
Q2 2025 Added 74.08%
$44.3B
$10.1 Million 0.79% of portfolio
17,477
Q2 2025 Added 0.33%
$90.5B
$9.73 Million 0.76% of portfolio
18,981
Q2 2025 Reduced 39.74%
$50.9B
$6.51 Million 0.51% of portfolio
49,210
Q2 2025 Reduced 44.41%
$166B
$6.3 Million 0.49% of portfolio
11,600
Q1 2025 Reduced 14.71%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $1.27 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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