Puzo Michael J Portfolio Holdings

Puzo Michael J

  • $339 Million
  • Q1 2025

Puzo Michael J has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $339 Million distributed in 322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.8M, Mastercard Inc with a value of $16.2M, Microsoft Corp with a value of $14.5M, Alphabet Inc. with a value of $14.4M, and Automatic Data Processing Inc with a value of $13.8M.

Examining the 13F form we can see an decrease of $9.96M in the current position value, from $349M to 339M.

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

Portfolio value $339 Million
Technology: $79.3 Million
Healthcare: $71.7 Million
Industrials: $68.2 Million
Consumer Cyclical: $33.8 Million
Financial Services: $29.9 Million
Consumer Defensive: $26.7 Million
Communication Services: $15.4 Million
Energy: $13.1 Million
Other: $678,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$17.8 Million 5.26% of portfolio
80,266
Q1 2025 Reduced 4.23%
$523B
$16.2 Million 4.77% of portfolio
29,495
Q1 2025 Reduced 3.79%
$2.95T
$14.5 Million 4.28% of portfolio
38,619
Q1 2025 Added 1.1%
$957B
$14.4 Million 4.26% of portfolio
93,345
Q1 2025 Reduced 1.27%
$125B
$13.8 Million 4.07% of portfolio
45,114
Q1 2025 Reduced 1.14%
$271B
$13.5 Million 3.99% of portfolio
124,657
Q1 2025 Reduced 0.81%
$229B
$13.1 Million 3.87% of portfolio
98,944
Q1 2025 Added 0.38%
$385B
$12.3 Million 3.62% of portfolio
71,918
Q1 2025 Reduced 0.33%
$409B
$11.8 Million 3.47% of portfolio
70,855
Q1 2025 Reduced 0.67%
$185B
$11.6 Million 3.41% of portfolio
87,351
Q1 2025 Reduced 0.62%
$1.88T
$11.5 Million 3.4% of portfolio
60,563
Q1 2025 Added 0.56%
$9.8B
$11 Million 3.25% of portfolio
74,228
Q1 2025 Added 0.64%
$100B
$10.7 Million 3.17% of portfolio
53,233
Q1 2025 Added 0.48%
$149B
$9.98 Million 2.95% of portfolio
81,955
Q1 2025 Added 0.72%
$145B
$9.74 Million 2.87% of portfolio
47,507
Q1 2025 Added 4.87%
$369B
$9.44 Million 2.79% of portfolio
25,765
Q1 2025 Added 0.09%
$79.5B
$8.76 Million 2.58% of portfolio
69,956
Q1 2025 Reduced 6.13%
$28.6B
$8.63 Million 2.55% of portfolio
33,393
Q1 2025 Reduced 0.52%
$385B
$8.37 Million 2.47% of portfolio
15,983
Q1 2025 Added 0.95%
$129B
$8.07 Million 2.38% of portfolio
175,720
Q1 2025 Added 3.66%
$266B
$8.03 Million 2.37% of portfolio
48,021
Q1 2025 Added 1.3%
$157B
$8.03 Million 2.37% of portfolio
78,132
Q1 2025 Added 0.58%
$21.7B
$7.91 Million 2.34% of portfolio
66,244
Q1 2025 Added 0.66%
$65.6B
$7.46 Million 2.2% of portfolio
76,589
Q1 2025 Reduced 10.69%
$131B
$7.41 Million 2.19% of portfolio
15,285
Q1 2025 Added 8.34%
$52.3B
$7.32 Million 2.16% of portfolio
115,400
Q1 2025 Added 13.61%
$19.2B
$6.26 Million 1.85% of portfolio
76,003
Q1 2025 Added 13.59%
$292B
$5.04 Million 1.49% of portfolio
49,784
Q1 2025 Reduced 34.59%
$440B
$4.64 Million 1.37% of portfolio
38,979
Q1 2025 Reduced 0.03%
$269B
$2.99 Million 0.88% of portfolio
11,124
Q1 2025 Added 99.5%
$16.5B
$2.84 Million 0.84% of portfolio
54,496
Q1 2025 Reduced 38.6%
$345B
$2.09 Million 0.62% of portfolio
9,987
Q1 2025 Reduced 2.44%
$854B
$2.1 Million 0.62% of portfolio
2,542
Q1 2025 Added 288.09%
$694B
$1.87 Million 0.55% of portfolio
3,515
Q1 2025 Added 3.96%
$150B
$1.7 Million 0.5% of portfolio
24,550
Q1 2025 Added 346.36%
$216B
$1.61 Million 0.48% of portfolio
17,958
Q1 2025 Reduced 1.35%
$59.1B
$1.34 Million 0.4% of portfolio
5,850
Q1 2025 Reduced 67.04%
$187B
$1.28 Million 0.38% of portfolio
8,550
Q1 2025 Reduced 23.57%
$160B
$1.16 Million 0.34% of portfolio
15,977
Q1 2025 New
$264B
$1.05 Million 0.31% of portfolio
12,000
Q4 2024 Reduced 9.79%
$62.2B
$1.02 Million 0.3% of portfolio
9,327
Q1 2025 Reduced 1.69%
$261B
$985,000 0.29% of portfolio
23,950
Q1 2025 Reduced 1.14%
$163B
$821,000 0.24% of portfolio
2,490
Q1 2025 Reduced 8.12%
$140B
$810,000 0.24% of portfolio
1,726
Q1 2024 Reduced 3.09%
$565B
$783,000 0.23% of portfolio
2,235
Q1 2025 Reduced 3.25%
$199B
$781,000 0.23% of portfolio
2,903
Q1 2025 Added 123.31%
$265B
$543,000 0.16% of portfolio
820
Q1 2025 Reduced 1.2%
$133B
$531,000 0.16% of portfolio
2,250
Q4 2024 Reduced 4.26%
$105B
$521,000 0.15% of portfolio
10,343
Q1 2025 Added 8.38%

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $339 Million
  • Prior Value $349 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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