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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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