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 $200 Billions or more

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%
$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%
$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%
$446B
$10.3 Million 3.0% of portfolio
67,564
Q2 2025 Reduced 4.64%
$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%
$422B
$8.02 Million 2.33% of portfolio
11
Q1 2025 Reduced 8.33%
$299B
$6.62 Million 1.92% of portfolio
46,264
Q2 2025 Reduced 3.66%
$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%
$709B
$3.57 Million 1.04% of portfolio
4,581
Q2 2025 Added 80.21%
$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%
$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%
$281B
$1.11 Million 0.32% of portfolio
11,400
Q2 2025 Reduced 5.0%
$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%
$274B
$641,000 0.19% of portfolio
800
Q2 2025 Reduced 2.44%
$555B
$472,000 0.14% of portfolio
1,330
Q2 2025 Reduced 40.49%
$295B
$400,000 0.12% of portfolio
5,000
Q2 2023 New
$258B
$383,000 0.11% of portfolio
5,450
Q4 2024 Reduced 28.76%
$1.2T
$301,000 0.09% of portfolio
1,700
Q1 2025 Reduced 2.86%
$1.72T
$276,000 0.08% of portfolio
375
Q3 2024 New
$301B
$278,000 0.08% of portfolio
3,940
Q2 2025 Reduced 1.5%
$244B
$246,000 0.07% of portfolio
2,035
Q2 2025 Reduced 16.43%
$855B
$246,000 0.07% of portfolio
850
Q4 2024 New
$284B
$219,000 0.06% of portfolio
3,160
Q2 2025 Reduced 15.96%

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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