Investor
PUZO MICHAEL J
CIK 0001053914 · filed 2026-05-07 · SEC filing
13F book
$343.4M
Positions
67
6 new · 10 sold
Largest name
6.2%
Alphabet Inc
Est. mark
−$13M
Price effect on 61 names still held. Flow −$10.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 74.5K | $21.4M | 6.2% | −$1.9M | Cut−$3.78M |
| Nvidia Corp | NVDA | 107.1K | $18.7M | 5.4% | −$1.3M | Cut−$1.65M |
| Apple Inc. | AAPL | 72.9K | $18.5M | 5.4% | −$1.32M | Cut−$2.01M |
| Analog Devices Inc | ADI | 48.3K | $15.4M | 4.5% | $2.26M | Cut$1.43M |
| Johnson & Johnson | JNJ | 61.2K | $15M | 4.4% | $2.29M | Cut$1.43M |
| Microsoft Corp | MSFT | 38K | $14.1M | 4.1% | −$4.21M | Added−$3.89M |
| RTX Corp | RTX | 70.7K | $13.6M | 4.0% | $671.3K | Cut−$536.6K |
| Tjx Cos Inc New | — | 78.4K | $12.5M | 3.6% | $477.6K | Cut$224.8K |
| Mastercard Inc | MA | 24.9K | $12.4M | 3.6% | −$1.77M | Cut−$2.23M |
| Amazon Com Inc | AMZN | 59.6K | $12.4M | 3.6% | −$1.29M | Added−$846.5K |
| Advanced Micro Devices Inc | AMD | 54.3K | $11M | 3.2% | −$582.3K | Cut−$999K |
| Procter And Gamble Co | PG | 67.8K | $9.79M | 2.9% | $76.6K | Cut−$284.2K |
| Abbott Labs | ABT | 91.8K | $9.43M | 2.7% | −$2.08M | Cut−$2.34M |
| Rockwell Automation, Inc | ROK | 26.1K | $9.36M | 2.7% | −$787.5K | Cut−$1.09M |
| Schneider Elec Sa Adr | — | 171.6K | $9.34M | 2.7% | −$86.6K | Cut−$171.7K |
| Chevron Corp New | CVX | 44.6K | $9.23M | 2.7% | $2.43M | Cut$2.15M |
| Applied Matls Inc | — | 25.6K | $8.74M | 2.5% | $2.17M | Cut$2.13M |
| Danaher Corporation | — | 45.8K | $8.68M | 2.5% | −$1.8M | Cut−$2.02M |
| Aptargroup, Inc. | ATR | 66.9K | $8.43M | 2.5% | $271.6K | Cut−$189.2K |
| Automatic Data Processing In | — | 39.9K | $8.12M | 2.4% | −$2.16M | Cut−$2.41M |
| Eli Lilly & Co | LLY | 8.82K | $8.11M | 2.4% | −$1.27M | Added−$729.5K |
| Home Depot, Inc. | HD | 24.6K | $8.1M | 2.4% | −$374.7K | Cut−$653.4K |
| Xylem Inc. | XYL | 65.5K | $7.82M | 2.3% | −$1.07M | Added−$926.9K |
| Vertex Pharmaceuticals Inc | — | 15.4K | $6.88M | 2.0% | −$104.8K | Added−$85.6K |
| Berkshire Hathaway Inc Del | — | 9 | $6.46M | 1.9% | −$329.9K | Held |
| Exxon Mobil Corp | — | 33K | $5.59M | 1.6% | $1.63M | Cut$1.06M |
| Canadian Natl Ry Co | — | 52.7K | $5.42M | 1.6% | $206.6K | Cut−$219.7K |
| Uber Technologies, Inc | UBER | 68.6K | $4.93M | 1.4% | −$534.8K | Added$464.4K |
| American Express Co | AXP | 16.3K | $4.93M | 1.4% | −$1.01M | Added−$592.7K |
| Schwab Charles Corp | — | 49.6K | $4.66M | 1.4% | −$246K | Added$512.6K |
| Unitedhealth Group Inc | UNH | 11.5K | $3.11M | 0.9% | −$684.6K | Cut−$3.01M |
| Munich Re Group | — | 4.44K | $2.77M | 0.8% | −$166.9K | Held |
| Fiserv Inc | FISV | 44K | $2.45M | 0.7% | −$500K | Cut−$1.65M |
| Berkshire Hathaway Inc Del | — | 4.59K | $2.2M | 0.6% | −$93.8K | Added$188.9K |
| Merck & Co., Inc. | MRK | 17.6K | $2.11M | 0.6% | $263.8K | Held |
| AbbVie Inc. | ABBV | 9.42K | $2.05M | 0.6% | −$103.6K | Held |
| Broadcom Inc. | AVGO | 5.51K | $1.7M | 0.5% | −$52.3K | Added$1.21M |
| Waste Connections, Inc. | WCN | 8.53K | $1.38M | 0.4% | — | New |
| Mccormick & Co Inc | — | 25K | $1.26M | 0.4% | −$441.9K | Cut−$1.7M |
| CARRIER GLOBAL Corp | CARR | 22.3K | $1.25M | 0.4% | $77.3K | Cut−$25.7K |
| Asml Holding N V | — | 920 | $1.22M | 0.4% | $197K | Added$375.3K |
| Roche Hldgs Ag Basel | — | 23.9K | $1.19M | 0.3% | −$44.5K | Held |
| Nextera Energy Inc | — | 11.1K | $1.03M | 0.3% | — | New |
| Emerson Elec Co | — | 6.99K | $915.4K | 0.3% | −$11.9K | Cut−$224.2K |
| Walmart Inc. | WMT | 7.2K | $894.8K | 0.3% | $92.7K | Cut−$280.6K |
| Pepsico Inc | PEP | 5.38K | $834.7K | 0.2% | $63.3K | Cut−$37.2K |
| Caterpillar Inc | CAT | 1.13K | $797K | 0.2% | $152.5K | Cut−$520.6K |
| Deere & Co | DE | 1.08K | $608.4K | 0.2% | $105.5K | Cut−$80.7K |
| Union Pac Corp | — | 2.25K | $545.9K | 0.2% | $25.4K | Held |
| Shell Plc | — | 5.45K | $506.9K | 0.1% | $106.4K | Held |
| Bank Montreal Que | — | 3.5K | $473.7K | 0.1% | $19.4K | Held |
| Alphabet Inc | — | 1.56K | $447.5K | 0.1% | −$42K | Held |
| Jpmorgan Chase & Co. | — | 1.46K | $429.5K | 0.1% | −$23.6K | Added$158.8K |
| Vanguard Index Fds | — | 3.4K | $426.6K | 0.1% | $3.2K | Added$216.5K |
| Wells Fargo Co New | — | 5K | $398.1K | 0.1% | −$68K | Held |
| Meta Platforms, Inc. | META | 615 | $351.9K | 0.1% | −$54.1K | Held |
| Visa Inc. | V | 1.15K | $347.6K | 0.1% | −$55.7K | Cut−$118.9K |
| Fidelity 500 Index | — | 1.44K | $327.8K | 0.1% | −$14.9K | Held |
| Fidelity Nasdaq Composite | — | 1.1K | $302.4K | 0.1% | −$22.7K | Held |
| Coca Cola Co | KO | 3.92K | $298.1K | 0.1% | $24.1K | Held |
| Air Prods & Chems Inc | — | 1K | $290.5K | 0.1% | — | New |
| Gilead Sciences, Inc. | GILD | 1.98K | $275.4K | 0.1% | $32.9K | Held |
| Colgate Palmolive Co | CL | 3.12K | $265.5K | 0.1% | — | New |
| Canadian Pacific Kansas City | — | 3.24K | $254.9K | 0.1% | — | New |
| Cisco Sys Inc | — | 3.06K | $237.4K | 0.1% | $1.71K | Held |
| Eog Res Inc | — | 1.54K | $222.6K | 0.1% | — | New |
| Relx Plc | — | 6.04K | $200.1K | 0.1% | −$43.9K | Cut−$372.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.