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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$12.9 Million 3.74% of portfolio
41,747
Q2 2025 Reduced 7.46%
$114B
$12.4 Million 3.59% of portfolio
51,888
Q2 2025 Reduced 2.53%
$153B
$9.8 Million 2.85% of portfolio
79,337
Q2 2025 Reduced 3.19%
$37.9B
$9.29 Million 2.7% of portfolio
27,961
Q2 2025 Reduced 16.27%
$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%
$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%
$17.4B
$5.77 Million 1.68% of portfolio
76,072
Q2 2025 Added 0.09%
$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%
$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%
$194B
$1.04 Million 0.3% of portfolio
7,845
Q2 2025 Reduced 8.25%
$154B
$757,000 0.22% of portfolio
1,490
Q2 2025 Reduced 13.67%
$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%
$76.6B
$451,000 0.13% of portfolio
1,675
Q2 2025 Reduced 8.22%
$75.9B
$387,000 0.11% of portfolio
3,500
Q3 2020 New
$177B
$262,000 0.08% of portfolio
1,350
Q2 2025 Reduced 10.0%
$147B
$261,000 0.08% of portfolio
1,123
Q2 2025 Reduced 18.21%
$138B
$232,000 0.07% of portfolio
2,100
Q1 2025 New
$35.6B
$233,000 0.07% of portfolio
1,800
Q4 2022 New
$41.3B
$255,000 0.07% of portfolio
3,375
Q1 2025 Reduced 1.6%
$70.6B
$218,000 0.06% of portfolio
2,405
Q2 2025 Reduced 27.23%
$52B
$214,000 0.06% of portfolio
400
Q2 2025 New

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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