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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$61.3 Million 4.81% of portfolio
198,748
Q2 2025 Reduced 0.28%
$96.6B
$42.1 Million 3.31% of portfolio
60,332
Q2 2025 Reduced 0.64%
$152B
$34.9 Million 2.74% of portfolio
157,362
Q2 2025 Reduced 0.43%
$70.1B
$34.5 Million 2.71% of portfolio
220,971
Q2 2025 Added 28.7%
$127B
$31.8 Million 2.5% of portfolio
115,503
Q2 2025 Added 51.74%
$173B
$29.3 Million 2.3% of portfolio
183,977
Q2 2025 Reduced 1.38%
$66.5B
$25 Million 1.96% of portfolio
252,841
Q2 2025 Added 0.75%
$123B
$24.5 Million 1.93% of portfolio
164,061
Q2 2025 Added 0.2%
$175B
$22.8 Million 1.79% of portfolio
21,772
Q2 2025 Reduced 1.55%
$150B
$22 Million 1.73% of portfolio
73,641
Q2 2025 Reduced 1.79%
$13.8B
$21.6 Million 1.7% of portfolio
132,263
Q2 2025 Reduced 1.52%
$27.8B
$21.3 Million 1.67% of portfolio
506,419
Q2 2025 Added 96.94%
$152B
$19.8 Million 1.56% of portfolio
70,955
Q2 2025 Reduced 1.25%
$145B
$19.5 Million 1.53% of portfolio
54,507
Q2 2025 Added 0.74%
$63.6B
$19.5 Million 1.53% of portfolio
187,228
Q2 2025 Added 19.25%
$157B
$18.3 Million 1.44% of portfolio
47,333
Q2 2025 Reduced 3.07%
$84.1B
$16.9 Million 1.32% of portfolio
250,163
Q2 2025 Reduced 0.33%
$68B
$14.6 Million 1.15% of portfolio
323,622
Q2 2025 Reduced 2.54%
$80B
$13.8 Million 1.08% of portfolio
55,831
Q2 2025 Reduced 1.06%
$48.7B
$11.7 Million 0.92% of portfolio
80,422
Q2 2025 Added 16.41%
$97B
$11.3 Million 0.88% of portfolio
36,512
Q2 2025 Added 74.08%
$44B
$10.1 Million 0.79% of portfolio
17,477
Q2 2025 Added 0.33%
$95.7B
$9.73 Million 0.76% of portfolio
18,981
Q2 2025 Reduced 39.74%
$48.5B
$6.51 Million 0.51% of portfolio
49,210
Q2 2025 Reduced 44.41%
$169B
$6.3 Million 0.49% of portfolio
11,600
Q1 2025 Reduced 14.71%
$43.1B
$6.26 Million 0.49% of portfolio
26,100
Q2 2025 Added 49.14%
$187B
$361,000 0.03% of portfolio
892
Q2 2025 Reduced 8.14%
$142B
$348,000 0.03% of portfolio
880
Q3 2024 Reduced 3.83%
$61.6B
$205,000 0.02% of portfolio
1,729
Q2 2025 New
$102B
$311,000 0.02% of portfolio
1,700
Q4 2023 New
$177B
$247,000 0.02% of portfolio
1,271
Q1 2025 Reduced 14.87%
$179B
$241,000 0.02% of portfolio
2,642
Q2 2025 New
$53.1B
$171,000 0.01% of portfolio
698
Q2 2025 Reduced 17.0%

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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