Puzo Michael J Portfolio Holdings

Puzo Michael J

  • $363 Million
  • Q3 2025

Puzo Michael J has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Million distributed in 377 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $21.6M, Nvidia Corp with a value of $20.9M, Apple Inc. with a value of $19.8M, Microsoft Corp with a value of $19.1M, and Mastercard Inc with a value of $15.2M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $344M to 363M.

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

Portfolio value $363 Million
Technology: $104 Million
Industrials: $70.4 Million
Healthcare: $67.5 Million
Consumer Cyclical: $34.5 Million
Financial Services: $31.7 Million
Communication Services: $22.9 Million
Consumer Defensive: $19.5 Million
Energy: $11.8 Million
Other: $701,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$21.6 Million 5.96% of portfolio
88,943
Q3 2025 Reduced 1.18%
$465B
$20.9 Million 5.76% of portfolio
112,006
Q3 2025 Reduced 5.3%
$4.3T
$19.8 Million 5.45% of portfolio
77,599
Q3 2025 Added 0.01%
$3.78T
$19.1 Million 5.28% of portfolio
36,965
Q3 2025 Reduced 0.24%
$512B
$15.2 Million 4.19% of portfolio
26,686
Q3 2025 Reduced 4.06%
$258B
$13.4 Million 3.69% of portfolio
79,874
Q3 2025 Reduced 2.51%
$2.39T
$12.7 Million 3.51% of portfolio
58,019
Q3 2025 Reduced 0.61%
$118B
$12.7 Million 3.49% of portfolio
51,572
Q3 2025 Reduced 0.61%
$228B
$12.4 Million 3.42% of portfolio
92,613
Q3 2025 Added 0.72%
$522B
$12.3 Million 3.4% of portfolio
66,429
Q3 2025 Reduced 1.68%
$104B
$12 Million 3.32% of portfolio
41,025
Q3 2025 Reduced 1.73%
$170B
$11.5 Million 3.16% of portfolio
79,367
Q3 2025 Added 0.04%
$346B
$10.7 Million 2.96% of portfolio
69,788
Q3 2025 Reduced 0.18%
$388B
$10.3 Million 2.83% of portfolio
63,447
Q3 2025 Reduced 5.82%
$367B
$10.3 Million 2.83% of portfolio
25,332
Q3 2025 Reduced 0.12%
$152B
$9.67 Million 2.67% of portfolio
172,670
Q3 2025 Added 0.39%
$7.75B
$9.48 Million 2.61% of portfolio
70,935
Q3 2025 Added 0.06%
$43.5B
$9.45 Million 2.61% of portfolio
27,037
Q3 2025 Reduced 3.3%
$160B
$9.24 Million 2.55% of portfolio
46,624
Q3 2025 Added 0.33%
$79.5B
$8.41 Million 2.32% of portfolio
67,204
Q3 2025 Added 0.34%
$453B
$7.54 Million 2.08% of portfolio
10
Q3 2025 Reduced 9.09%
$303B
$7.21 Million 1.99% of portfolio
46,414
Q3 2025 Added 0.32%
$45.2B
$6.82 Million 1.88% of portfolio
114,230
Q3 2025 Reduced 1.04%
$300B
$6.77 Million 1.87% of portfolio
19,605
Q3 2025 Added 17.73%
$111B
$6.07 Million 1.67% of portfolio
15,501
Q3 2025 Added 1.05%
$64.7B
$5.95 Million 1.64% of portfolio
63,120
Q3 2025 Reduced 10.18%
$971B
$5.77 Million 1.59% of portfolio
7,559
Q3 2025 Added 65.01%
$16.4B
$5.06 Million 1.4% of portfolio
75,667
Q3 2025 Reduced 0.53%
$490B
$4.25 Million 1.17% of portfolio
37,694
Q3 2025 Reduced 0.32%
$181B
$4.02 Million 1.11% of portfolio
41,010
Q3 2025 Added 24.28%
$197B
$3.52 Million 0.97% of portfolio
17,212
Q3 2025 Added 85.15%
$255B
$3.51 Million 0.97% of portfolio
10,568
Q3 2025 Added 36.03%
$237B
$3.38 Million 0.93% of portfolio
14,242
Q3 2025 Added 5.92%
$167B
$2.28 Million 0.63% of portfolio
23,903
Q3 2025 Added 34.45%
$414B
$2.18 Million 0.6% of portfolio
9,422
Q3 2025 Reduced 0.26%
$235B
$1.47 Million 0.41% of portfolio
17,553
Q3 2025 Reduced 2.26%
$662B
$1.31 Million 0.36% of portfolio
2,605
Q3 2025 Reduced 6.96%
$279B
$1.16 Million 0.32% of portfolio
11,300
Q3 2025 Reduced 0.88%
$75.4B
$1.13 Million 0.31% of portfolio
8,587
Q3 2025 Reduced 0.46%
$291B
$1.1 Million 0.3% of portfolio
2,300
Q3 2025 Reduced 3.77%
$288B
$1 Million 0.28% of portfolio
23,950
Q1 2025 Reduced 1.14%
$278B
$1.03 Million 0.28% of portfolio
11,210
Q3 2025 Reduced 52.64%
$204B
$963,000 0.27% of portfolio
6,860
Q3 2025 Reduced 12.56%
$405B
$769,000 0.21% of portfolio
795
Q3 2025 Reduced 0.63%
$144B
$676,000 0.19% of portfolio
1,480
Q3 2025 Reduced 0.67%
$79.2B
$652,000 0.18% of portfolio
13,658
Q3 2025 Added 27.07%
$136B
$531,000 0.15% of portfolio
2,250
Q4 2024 Reduced 4.26%
$73.7B
$458,000 0.13% of portfolio
1,675
Q2 2025 Reduced 8.22%
$83.6B
$455,000 0.13% of portfolio
3,500
Q3 2020 New

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $363 Million
  • Prior Value $344 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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