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