First Long Island Investors, LLC Portfolio Holdings by Sector
First Long Island Investors, LLC
- $1.27 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA AVGO QCOM TSM TXN 5 stocks |
$147,191
11.55% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE SNPS 3 stocks |
$107,560
8.44% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY AMGN JNJ MRK AZN 6 stocks |
$82,190
6.45% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$79,650
6.25% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PH ETN ITW 3 stocks |
$75,402
5.92% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$74,666
5.86% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$72,991
5.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$63,589
4.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$58,236
4.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$50,232
3.94% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BLK 2 stocks |
$47,384
3.72% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER INTU CDNS WDAY ADSK 5 stocks |
$47,130
3.7% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$34,460
2.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$34,245
2.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$29,354
2.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$27,747
2.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$24,968
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$22,010
1.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
WSM 1 stocks |
$21,607
1.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$21,269
1.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
CNI 1 stocks |
$19,479
1.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$16,870
1.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$16,774
1.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15,705
1.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$15,023
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$14,643
1.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$14,172
1.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$13,896
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MSCI ICE 2 stocks |
$10,390
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$6,512
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$6,303
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
QQQ XLV VO PRF 4 stocks |
$1,216
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$361
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$241
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Silver | Basic Materials
PAAS 1 stocks |
$209
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
AEM 1 stocks |
$205
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|