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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$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%
$300B
$6.77 Million 1.87% of portfolio
19,605
Q3 2025 Added 17.73%
$971B
$5.77 Million 1.59% of portfolio
7,559
Q3 2025 Added 65.01%
$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%
$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%
$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%
$533B
$454,000 0.13% of portfolio
1,330
Q2 2025 Reduced 40.49%
$317B
$419,000 0.12% of portfolio
5,000
Q2 2023 New
$1.74T
$394,000 0.11% of portfolio
1,620
Q3 2025 Reduced 4.71%
$270B
$389,000 0.11% of portfolio
5,450
Q4 2024 Reduced 28.76%
$881B
$264,000 0.07% of portfolio
840
Q3 2025 Reduced 1.18%
$1.37T
$238,000 0.07% of portfolio
325
Q3 2025 Reduced 13.33%
$306B
$259,000 0.07% of portfolio
3,920
Q3 2025 Reduced 0.51%
$319B
$216,000 0.06% of portfolio
3,160
Q2 2025 Reduced 15.96%

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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