Puzo Michael J Portfolio Holdings
Puzo Michael J
- $375 Million
- Q3 2024
Puzo Michael J has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $375 Million distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.6M, Microsoft Corp with a value of $17M, Nvidia Corp with a value of $16.7M, Alphabet Inc. with a value of $16.5M, and Mastercard Inc with a value of $15.6M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $355M to 375M.
Below you can find more details about Puzo Michael J portfolio as well as his latest detailed transactions.
Portfolio value
$375 Million
Technology: $93 Million
Healthcare: $80.1 Million
Industrials: $73.5 Million
Consumer Cyclical: $38.5 Million
Consumer Defensive: $31.4 Million
Financial Services: $27.6 Million
Communication Services: $17.3 Million
Energy: $12.5 Million
Other: $761,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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