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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.23T
$17.8 Million 5.26% of portfolio
80,266
Q1 2025 Reduced 4.23%
$508B
$16.2 Million 4.77% of portfolio
29,495
Q1 2025 Reduced 3.79%
$3.56T
$14.5 Million 4.28% of portfolio
38,619
Q1 2025 Added 1.1%
$995B
$14.4 Million 4.26% of portfolio
93,345
Q1 2025 Reduced 1.27%
$358B
$13.5 Million 3.99% of portfolio
124,657
Q1 2025 Reduced 0.81%
$233B
$13.1 Million 3.87% of portfolio
98,944
Q1 2025 Added 0.38%
$377B
$12.3 Million 3.62% of portfolio
71,918
Q1 2025 Reduced 0.33%
$392B
$11.8 Million 3.47% of portfolio
70,855
Q1 2025 Reduced 0.67%
$216B
$11.6 Million 3.41% of portfolio
87,351
Q1 2025 Reduced 0.62%
$2.14T
$11.5 Million 3.4% of portfolio
60,563
Q1 2025 Added 0.56%
$358B
$9.44 Million 2.79% of portfolio
25,765
Q1 2025 Added 0.09%
$438B
$8.78 Million 2.59% of portfolio
11
Q1 2025 Reduced 8.33%
$282B
$8.37 Million 2.47% of portfolio
15,983
Q1 2025 Added 0.95%
$293B
$8.03 Million 2.37% of portfolio
48,021
Q1 2025 Added 1.3%
$207B
$8.03 Million 2.37% of portfolio
78,132
Q1 2025 Added 0.58%
$273B
$5.04 Million 1.49% of portfolio
49,784
Q1 2025 Reduced 34.59%
$261B
$2.99 Million 0.88% of portfolio
11,124
Q1 2025 Added 99.5%
$328B
$2.09 Million 0.62% of portfolio
9,987
Q1 2025 Reduced 2.44%
$725B
$2.1 Million 0.62% of portfolio
2,542
Q1 2025 Added 288.09%
$631B
$1.87 Million 0.55% of portfolio
3,515
Q1 2025 Added 3.96%
$200B
$1.61 Million 0.48% of portfolio
17,958
Q1 2025 Reduced 1.35%
$261B
$1.05 Million 0.31% of portfolio
12,000
Q4 2024 Reduced 9.79%
$251B
$985,000 0.29% of portfolio
23,950
Q1 2025 Reduced 1.14%
$554B
$783,000 0.23% of portfolio
2,235
Q1 2025 Reduced 3.25%
$223B
$781,000 0.23% of portfolio
2,903
Q1 2025 Added 123.31%
$300B
$543,000 0.16% of portfolio
820
Q1 2025 Reduced 1.2%
$258B
$399,000 0.12% of portfolio
5,450
Q4 2024 Reduced 28.76%
$286B
$358,000 0.11% of portfolio
5,000
Q2 2023 New
$249B
$271,000 0.08% of portfolio
2,435
Q1 2025 Reduced 21.07%
$1.02T
$265,000 0.08% of portfolio
1,700
Q1 2025 Reduced 2.86%
$298B
$286,000 0.08% of portfolio
4,000
Q4 2023 Reduced 1.23%
$272B
$232,000 0.07% of portfolio
3,760
Q1 2025 Reduced 6.82%
$807B
$208,000 0.06% of portfolio
850
Q4 2024 New
$1.53T
$216,000 0.06% of portfolio
375
Q3 2024 New

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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