Puzo Michael J Portfolio Holdings

Puzo Michael J

  • $344 Million
  • Q2 2025

Puzo Michael J has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $344 Million distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.7M, Microsoft Corp with a value of $18.4M, Apple Inc. with a value of $15.9M, Alphabet Inc. with a value of $15.9M, and Mastercard Inc with a value of $15.6M.

Examining the 13F form we can see an increase of $5.36M in the current position value, from $339M to 344M.

Below you can find more details about Puzo Michael J portfolio as well as his latest detailed transactions.

Portfolio value $344 Million
Technology: $92.9 Million
Industrials: $71 Million
Healthcare: $66.6 Million
Consumer Cyclical: $31.9 Million
Financial Services: $30.9 Million
Consumer Defensive: $22.2 Million
Communication Services: $17 Million
Energy: $11.1 Million
Other: $684,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$18.7 Million 5.43% of portfolio
118,277
Q2 2025 Reduced 5.12%
$3.95T
$18.4 Million 5.36% of portfolio
37,054
Q2 2025 Reduced 4.05%
$3.69T
$15.9 Million 4.63% of portfolio
77,591
Q2 2025 Reduced 3.33%
$1.21T
$15.9 Million 4.61% of portfolio
90,005
Q2 2025 Reduced 3.58%
$548B
$15.6 Million 4.54% of portfolio
27,816
Q2 2025 Reduced 5.69%
$124B
$12.9 Million 3.74% of portfolio
41,747
Q2 2025 Reduced 7.46%
$2.26T
$12.8 Million 3.72% of portfolio
58,376
Q2 2025 Reduced 3.61%
$229B
$12.5 Million 3.63% of portfolio
91,948
Q2 2025 Reduced 7.07%
$119B
$12.4 Million 3.59% of portfolio
51,888
Q2 2025 Reduced 2.53%
$229B
$12 Million 3.48% of portfolio
81,934
Q2 2025 Reduced 6.2%
$368B
$11.1 Million 3.24% of portfolio
69,913
Q2 2025 Reduced 2.79%
$9.12B
$11.1 Million 3.22% of portfolio
70,890
Q2 2025 Reduced 4.5%
$452B
$10.3 Million 3.0% of portfolio
67,564
Q2 2025 Reduced 4.64%
$155B
$9.8 Million 2.85% of portfolio
79,337
Q2 2025 Reduced 3.19%
$282B
$9.56 Million 2.78% of portfolio
67,366
Q2 2025 Reduced 13.78%
$405B
$9.3 Million 2.7% of portfolio
25,363
Q2 2025 Reduced 1.56%
$145B
$9.18 Million 2.67% of portfolio
172,000
Q2 2025 Reduced 2.12%
$150B
$9.18 Million 2.67% of portfolio
46,469
Q2 2025 Reduced 2.18%
$55B
$8.45 Million 2.45% of portfolio
115,425
Q2 2025 Added 0.02%
$79.5B
$8.39 Million 2.44% of portfolio
66,973
Q2 2025 Reduced 4.26%
$25.8B
$8.33 Million 2.42% of portfolio
64,404
Q2 2025 Reduced 2.78%
$423B
$8.02 Million 2.33% of portfolio
11
Q1 2025 Reduced 8.33%
$63.6B
$7.31 Million 2.12% of portfolio
70,271
Q2 2025 Reduced 8.25%
$99.5B
$6.83 Million 1.98% of portfolio
15,340
Q2 2025 Added 0.36%
$302B
$6.62 Million 1.92% of portfolio
46,264
Q2 2025 Reduced 3.66%
$17.3B
$5.77 Million 1.68% of portfolio
76,072
Q2 2025 Added 0.09%
$245B
$5.2 Million 1.51% of portfolio
16,653
Q2 2025 Added 4.19%
$442B
$4.08 Million 1.18% of portfolio
37,814
Q2 2025 Reduced 2.99%
$232B
$3.67 Million 1.07% of portfolio
13,446
Q2 2025 Added 20.87%
$608B
$3.57 Million 1.04% of portfolio
4,581
Q2 2025 Added 80.21%
$182B
$3.08 Million 0.89% of portfolio
32,997
Q2 2025 Added 106.53%
$112B
$3.03 Million 0.88% of portfolio
43,933
Q2 2025 Added 78.95%
$227B
$2.48 Million 0.72% of portfolio
7,769
Q2 2025 Added 167.62%
$245B
$2.35 Million 0.68% of portfolio
23,670
Q2 2025 Reduced 52.45%
$351B
$1.75 Million 0.51% of portfolio
9,447
Q2 2025 Reduced 5.41%
$162B
$1.7 Million 0.49% of portfolio
9,296
Q2 2025 New
$179B
$1.62 Million 0.47% of portfolio
17,778
Q2 2025 Added 268.23%
$203B
$1.42 Million 0.41% of portfolio
17,958
Q1 2025 Reduced 1.35%
$621B
$1.36 Million 0.4% of portfolio
2,800
Q2 2025 Reduced 20.34%
$78.6B
$1.15 Million 0.33% of portfolio
8,627
Q2 2025 Reduced 7.51%
$281B
$1.11 Million 0.32% of portfolio
11,400
Q2 2025 Reduced 5.0%
$202B
$1.04 Million 0.3% of portfolio
7,845
Q2 2025 Reduced 8.25%
$245B
$976,000 0.28% of portfolio
23,950
Q1 2025 Reduced 1.14%
$218B
$927,000 0.27% of portfolio
2,390
Q2 2025 Reduced 4.02%
$153B
$757,000 0.22% of portfolio
1,490
Q2 2025 Reduced 13.67%
$295B
$641,000 0.19% of portfolio
800
Q2 2025 Reduced 2.44%
$91.7B
$584,000 0.17% of portfolio
10,748
Q2 2025 Added 3.92%
$135B
$517,000 0.15% of portfolio
2,250
Q4 2024 Reduced 4.26%
$551B
$472,000 0.14% of portfolio
1,330
Q2 2025 Reduced 40.49%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $344 Million
  • Prior Value $339 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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