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
$447B
$18.7 Million 5.43% of portfolio
118,277
Q2 2025 Reduced 5.12%
$3.91T
$18.4 Million 5.36% of portfolio
37,054
Q2 2025 Reduced 4.05%
$3.43T
$15.9 Million 4.63% of portfolio
77,591
Q2 2025 Reduced 3.33%
$1.16T
$15.9 Million 4.61% of portfolio
90,005
Q2 2025 Reduced 3.58%
$543B
$15.6 Million 4.54% of portfolio
27,816
Q2 2025 Reduced 5.69%
$125B
$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%
$114B
$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%
$362B
$11.1 Million 3.24% of portfolio
69,913
Q2 2025 Reduced 2.79%
$9.05B
$11.1 Million 3.22% of portfolio
70,890
Q2 2025 Reduced 4.5%
$446B
$10.3 Million 3.0% of portfolio
67,564
Q2 2025 Reduced 4.64%
$153B
$9.8 Million 2.85% of portfolio
79,337
Q2 2025 Reduced 3.19%
$263B
$9.56 Million 2.78% of portfolio
67,366
Q2 2025 Reduced 13.78%
$396B
$9.3 Million 2.7% of portfolio
25,363
Q2 2025 Reduced 1.56%
$140B
$9.18 Million 2.67% of portfolio
172,000
Q2 2025 Reduced 2.12%
$142B
$9.18 Million 2.67% of portfolio
46,469
Q2 2025 Reduced 2.18%
$55.3B
$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%
$25.9B
$8.33 Million 2.42% of portfolio
64,404
Q2 2025 Reduced 2.78%
$422B
$8.02 Million 2.33% of portfolio
11
Q1 2025 Reduced 8.33%
$63.8B
$7.31 Million 2.12% of portfolio
70,271
Q2 2025 Reduced 8.25%
$99B
$6.83 Million 1.98% of portfolio
15,340
Q2 2025 Added 0.36%
$299B
$6.62 Million 1.92% of portfolio
46,264
Q2 2025 Reduced 3.66%
$17.4B
$5.77 Million 1.68% of portfolio
76,072
Q2 2025 Added 0.09%
$230B
$5.2 Million 1.51% of portfolio
16,653
Q2 2025 Added 4.19%
$444B
$4.08 Million 1.18% of portfolio
37,814
Q2 2025 Reduced 2.99%
$249B
$3.67 Million 1.07% of portfolio
13,446
Q2 2025 Added 20.87%
$709B
$3.57 Million 1.04% of portfolio
4,581
Q2 2025 Added 80.21%
$177B
$3.08 Million 0.89% of portfolio
32,997
Q2 2025 Added 106.53%
$102B
$3.03 Million 0.88% of portfolio
43,933
Q2 2025 Added 78.95%
$221B
$2.48 Million 0.72% of portfolio
7,769
Q2 2025 Added 167.62%
$242B
$2.35 Million 0.68% of portfolio
23,670
Q2 2025 Reduced 52.45%
$347B
$1.75 Million 0.51% of portfolio
9,447
Q2 2025 Reduced 5.41%
$153B
$1.7 Million 0.49% of portfolio
9,296
Q2 2025 New
$176B
$1.62 Million 0.47% of portfolio
17,778
Q2 2025 Added 268.23%
$201B
$1.42 Million 0.41% of portfolio
17,958
Q1 2025 Reduced 1.35%
$611B
$1.36 Million 0.4% of portfolio
2,800
Q2 2025 Reduced 20.34%
$79.2B
$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%
$194B
$1.04 Million 0.3% of portfolio
7,845
Q2 2025 Reduced 8.25%
$246B
$976,000 0.28% of portfolio
23,950
Q1 2025 Reduced 1.14%
$226B
$927,000 0.27% of portfolio
2,390
Q2 2025 Reduced 4.02%
$154B
$757,000 0.22% of portfolio
1,490
Q2 2025 Reduced 13.67%
$274B
$641,000 0.19% of portfolio
800
Q2 2025 Reduced 2.44%
$93.5B
$584,000 0.17% of portfolio
10,748
Q2 2025 Added 3.92%
$139B
$517,000 0.15% of portfolio
2,250
Q4 2024 Reduced 4.26%
$555B
$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
Track This Portfolio

Track Puzo Michael J Portfolio

Follow Puzo Michael J and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Puzo Michael J, based on Form 13F filings with the SEC.

News

Stay updated on Puzo Michael J with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email