First Long Island Investors, LLC Portfolio Holdings

First Long Island Investors, LLC

  • $1.26 Billion
  • Q4 2024

First Long Island Investors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $72.5M, Amazon Com Inc with a value of $64.6M, Automatic Data Processing Inc with a value of $59.2M, Unitedhealth Group Inc with a value of $54.5M, and Nvidia Corp with a value of $50.3M.

Examining the 13F form we can see an increase of $4.65M in the current position value, from $1.25B to 1.26B.

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

Portfolio value $1.26 Billion
Technology: $304 Million
Healthcare: $213 Million
Financial Services: $186 Million
Consumer Cyclical: $180 Million
Industrials: $179 Million
Communication Services: $103 Million
Consumer Defensive: $78.4 Million
Energy: $14.7 Million
Other: $1.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8T
$72.5 Million 5.77% of portfolio
172,096
Q4 2024 Reduced 0.95%
$1.94T
$64.6 Million 5.14% of portfolio
294,450
Q4 2024 Reduced 0.61%
$127B
$59.2 Million 4.71% of portfolio
202,286
Q4 2024 Reduced 0.08%
$490B
$54.5 Million 4.33% of portfolio
107,680
Q4 2024 Added 1.23%
$270B
$50.3 Million 4.0% of portfolio
374,459
Q4 2024 Added 0.19%
$232B
$49 Million 3.89% of portfolio
432,904
Q4 2024 Added 6.93%
$78.1B
$42.3 Million 3.36% of portfolio
66,526
Q4 2024 Reduced 3.47%
$922B
$42.2 Million 3.36% of portfolio
222,994
Q4 2024 Reduced 0.02%
$145B
$39.6 Million 3.15% of portfolio
160,421
Q4 2024 Added 1.33%
$3.57T
$39.3 Million 3.13% of portfolio
157,010
Q4 2024 Reduced 3.72%
$523B
$37 Million 2.94% of portfolio
70,298
Q4 2024 Added 0.35%
$573B
$35.4 Million 2.81% of portfolio
111,886
Q4 2024 Added 2.33%
$720B
$29.4 Million 2.34% of portfolio
122,663
Q4 2024 Added 0.06%
$173B
$29.2 Million 2.32% of portfolio
190,244
Q4 2024 Added 1.78%
$10.5B
$28.4 Million 2.25% of portfolio
153,121
Q4 2024 Reduced 11.33%
$99.1B
$28.4 Million 2.25% of portfolio
164,499
Q4 2024 Added 1.98%
$197B
$26.9 Million 2.14% of portfolio
76,434
Q4 2024 Added 0.89%
$370B
$24.8 Million 1.97% of portfolio
139,768
Q4 2024 Added 0.05%
$246B
$24.4 Million 1.94% of portfolio
203,018
Q4 2024 Reduced 7.19%
$44.4B
$21.9 Million 1.74% of portfolio
304,611
Q4 2024 Reduced 9.04%
$167B
$21.6 Million 1.72% of portfolio
82,801
Q4 2024 Added 0.07%
$1.3T
$21.5 Million 1.71% of portfolio
36,371
Q4 2024 Added 1.9%
$29.6B
$21.5 Million 1.71% of portfolio
97,287
Q4 2024 Added 107.83%
$178B
$21.1 Million 1.68% of portfolio
47,487
Q4 2024 Reduced 0.82%
$861B
$21 Million 1.67% of portfolio
106,227
Q4 2024 Added 0.23%
$375B
$19.9 Million 1.58% of portfolio
51,172
Q4 2024 Added 0.06%
$785B
$18.3 Million 1.45% of portfolio
23,684
Q4 2024 Added 23.81%
$434B
$17.3 Million 1.38% of portfolio
119,674
Q4 2024 Reduced 0.07%
$207B
$17 Million 1.35% of portfolio
111,760
Q4 2024 Added 15.96%
$66.1B
$16.3 Million 1.3% of portfolio
161,024
Q4 2024 Added 25.6%
$62.7B
$16.2 Million 1.29% of portfolio
339,451
Q4 2024 Added 0.18%
$93B
$15.4 Million 1.23% of portfolio
258,486
Q4 2024 Added 25.14%
$65.6B
$15.4 Million 1.22% of portfolio
31,661
Q4 2024 Added 47.08%
$230B
$15.4 Million 1.22% of portfolio
53,108
Q4 2024 Added 0.09%
$76.2B
$14.7 Million 1.17% of portfolio
57,895
Q4 2024 Reduced 0.08%
$327B
$14.7 Million 1.17% of portfolio
101,798
Q4 2024 Added 0.15%
$80.2B
$14.5 Million 1.15% of portfolio
114,819
Q4 2024 Added 0.01%
$180B
$13.4 Million 1.07% of portfolio
120,694
Q4 2024 Added 3.44%
$149B
$13 Million 1.03% of portfolio
56,698
Q4 2024 Added 1.88%
$951B
$12.3 Million 0.98% of portfolio
64,658
Q4 2024 Reduced 0.01%
$47.7B
$11.7 Million 0.93% of portfolio
88,942
Q4 2024 Added 1.9%
$144B
$11.3 Million 0.9% of portfolio
187,218
Q4 2024 Reduced 35.66%
$415B
$11 Million 0.87% of portfolio
12,316
Q3 2024 Reduced 21.13%
$45.2B
$10.5 Million 0.84% of portfolio
17,574
Q4 2024 Added 3.44%
$55.6B
$9.88 Million 0.79% of portfolio
70,479
Q4 2024 Added 0.53%
$173B
$9.62 Million 0.76% of portfolio
15,304
Q3 2024 Reduced 18.16%
$175B
$7.1 Million 0.56% of portfolio
13,600
Q1 2024 Reduced 7.48%
$69.8B
$6.38 Million 0.51% of portfolio
21,246
Q4 2024 Added 38.34%
$77.1B
$5.56 Million 0.44% of portfolio
34,143
Q2 2024 Added 13.03%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $1.26 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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