First Long Island Investors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), First Long Island Investors, LLC reported 73 stock positions worth $1.4 billion. Its top holding was Amphenol Class A (APH) at 5.6% of the portfolio, followed by Nvidia (NVDA, 5.0%) and Amazon.com (AMZN, 4.9%). Compared with Q1 2026, it opened 10 new positions, sold out of 7, added to 29 and reduced 21. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Abbott Laboratories (ABT, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001490429-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 73 stocks · $1.4B
| APH Amphenol Corp. Class A | 5.57% | 445,193 | $78.5M | Add +23.4% |
| NVDA Nvidia Corp. | 5.03% | 354,890 | $71.0M | Add +2.5% |
| AMZN Amazon.com Inc. | 4.90% | 289,993 | $69.1M | Add +5.5% |
| MSFT Microsoft Corp. | 4.24% | 160,492 | $59.9M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 4.19% | 165,391 | $59.1M | Reduce -5.0% |
| PH Parker Hannifin Corp. | 4.18% | 60,284 | $59.0M | Add +0.4% |
| LLY Eli Lilly & Co. | 3.90% | 45,914 | $55.1M | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.32% | 98,125 | $46.9M | Reduce -16.2% |
| AVGO Broadcom Inc. | 3.32% | 123,999 | $46.8M | Add +3.9% |
| V Visa Inc. Class A | 3.30% | 135,745 | $46.6M | Reduce -5.1% |
| AAPL Apple Inc. | 3.08% | 150,353 | $43.5M | Add +31.6% |
| JPM JPMorgan Chase & Co. | 2.70% | 116,356 | $38.1M | Add +0.0% |
| MU Micron Technology Inc. | 2.39% | 29,207 | $33.7M | New |
| GEV GE Vernova Inc. | 2.29% | 27,523 | $32.3M | Add +167.6% |
| MA Mastercard Inc. Class A | 2.20% | 60,309 | $31.0M | Reduce -7.7% |
| WSM Williams-Sonoma Inc. | 2.16% | 130,525 | $30.4M | Reduce -0.1% |
| ABBV Abbvie Inc. | 2.11% | 118,244 | $29.8M | Reduce -0.1% |
| PM Philip Morris International | 2.05% | 159,442 | $28.8M | Add +0.1% |
| JNJ Johnson & Johnson | 2.02% | 112,030 | $28.5M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 1.99% | 65,924 | $28.1M | Add +19.8% |
| META Meta Platforms Inc. Class A | 1.95% | 48,898 | $27.5M | Add +0.6% |
| ADP Automatic Data Processing | 1.92% | 121,048 | $27.1M | Add +10.3% |
| AMGN Amgen Inc. | 1.79% | 69,904 | $25.3M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 1.74% | 58,973 | $24.5M | Add +12.0% |
| QCOM Qualcomm Inc. | 1.74% | 132,517 | $24.5M | Reduce -0.2% |
| FAST Fastenal Co. | 1.70% | 500,113 | $24.0M | Reduce -0.0% |
| ABT Abbott Laboratories | 1.51% | 234,505 | $21.3M | Reduce -38.6% |
| LOW Lowe's Cos Inc. | 1.49% | 95,106 | $21.0M | Reduce -39.0% |
| FICO Fair Isaac Corp. | 1.48% | 17,465 | $20.9M | Add +11.8% |
| BLK BlackRock Finance Inc. | 1.46% | 21,450 | $20.6M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 1.45% | 284,137 | $20.5M | Add +0.8% |
| USB US Bancorp | 1.36% | 318,034 | $19.2M | Reduce -0.2% |
| LSEGY London Stock Ex Grp ADR Spon | 1.34% | 698,230 | $18.9M | Add +44.0% |
| GOOG Alphabet Inc. Class C | 1.33% | 53,293 | $18.8M | Reduce -7.6% |
| CNI Canadian Natl Railway Co. | 1.28% | 150,974 | $18.0M | Add +0.4% |
| NEE Nextera Energy Inc. | 1.17% | 187,408 | $16.4M | Add +0.1% |
| ITW Illinois Tool Works | 1.05% | 54,901 | $14.8M | Reduce -0.2% |
| HD Home Depot Inc. | 1.03% | 41,359 | $14.6M | Reduce 0.0% |
| PEP Pepsico Inc. | 1.01% | 104,861 | $14.2M | Add +0.1% |
| MCD McDonald's Corp. | 0.98% | 50,947 | $13.8M | Reduce -0.1% |
| SNPS Synopsys Inc. | 0.93% | 29,476 | $13.1M | Add +37.3% |
| LMT Lockheed Martin Corp. | 0.90% | 24,948 | $12.7M | New |
| HON Honeywell International Inc. | 0.76% | 48,156 | $10.8M | New |
| HONA Honeywell Aerospace Inc. | 0.75% | 48,057 | $10.6M | New |
| CDNS Cadence Design SYS Inc. | 0.65% | 24,505 | $9.2M | Add +50.1% |
| BX Blackstone Inc. | 0.53% | 63,585 | $7.5M | Reduce -61.3% |
| NFLX Netflix Inc. | 0.43% | 84,008 | $6.0M | Reduce -12.6% |
| ISRG Intuitive Surgical Inc. | 0.33% | 11,750 | $4.7M | Add +1.3% |
| SCHW Schwab (charles) Corp. | 0.28% | 42,429 | $3.9M | Add +612.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 12,007 | $1.8M | Add +813.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 875 | $644K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 691 | $527K | No change |
| CAT Caterpillar Inc. | 0.04% | 474 | $505K | No change |
| MSGS Madison Square Garden Sports | 0.03% | 1,156 | $465K | New |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 888 | $445K | Reduce -0.5% |
| BNY Bank of New York Mellon Corp. | 0.03% | 2,662 | $385K | No change |
| SYK Stryker Corp. | 0.03% | 1,217 | $383K | Add +38.3% |
| TXN Texas Instruments Inc. | 0.03% | 1,271 | $379K | No change |
| AZN Astrazeneca PLC | 0.03% | 1,920 | $364K | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 355 | $359K | Add +1.1% |
| MRK Merck & Co. Inc. | 0.02% | 2,666 | $343K | No change |
| PAAS Pan American Silver Corp. | 0.02% | 7,381 | $331K | No change |
| SPHR Sphere Entertainment Co. | 0.02% | 1,754 | $303K | New |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $297K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 3,560 | $287K | No change |
| DELL Dell Technologies -C | 0.02% | 650 | $280K | New |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,729 | $268K | No change |
| MSI Motorola Solutions Inc. | 0.02% | 640 | $266K | Add +31.1% |
| XLV SS Health Care Select Sector | 0.02% | 1,579 | $251K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 1,340 | $239K | New |
| ECL Ecolab Inc. | 0.02% | 851 | $237K | New |
| CTAS Cintas Corp. | 0.02% | 1,249 | $212K | New |
| ICE Intercontinental Exchange Inc. | 0.01% | 1,700 | $209K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| ABT Abbott Laboratories | Reduce -38.6% | 1.51% | −1.67 |
| LOW Lowe's Cos Inc. | Reduce -39.0% | 1.49% | −1.50 |
| INTU Intuit Inc. | Sold out | 0.00% | −1.12 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −1.04 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −1.01 |
| BX Blackstone Inc. | Reduce -61.3% | 0.53% | −1.00 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.95 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.87 |
| MA Mastercard Inc. Class A | Reduce -7.7% | 2.20% | −0.45 |
| NFLX Netflix Inc. | Reduce -12.6% | 0.43% | −0.33 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.98% | −0.31 |
| BLK BlackRock Finance Inc. | Reduce -0.1% | 1.46% | −0.21 |
| JNJ Johnson & Johnson | Reduce -0.2% | 2.02% | −0.21 |
| V Visa Inc. Class A | Reduce -5.1% | 3.30% | −0.21 |
| AMGN Amgen Inc. | Reduce -0.1% | 1.79% | −0.20 |
| FAST Fastenal Co. | Reduce -0.0% | 1.70% | −0.18 |
| ITW Illinois Tool Works | Reduce -0.2% | 1.05% | −0.11 |
| HD Home Depot Inc. | Reduce 0.0% | 1.03% | −0.07 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.02 |
| COO Cooper Cos Inc. | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -7.6% | 1.33% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.03% | −0.00 |
| USB US Bancorp | Reduce -0.2% | 1.36% | +0.02 |
| ABBV Abbvie Inc. | Reduce -0.1% | 2.11% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.2% | 3.32% | +0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -5.0% | 4.19% | +0.13 |
| WSM Williams-Sonoma Inc. | Reduce -0.1% | 2.16% | +0.22 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 1.74% | +0.35 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | New | 2.39% | +2.39 |
| APH Amphenol Corp. Class A | Add +23.4% | 5.57% | +1.87 |
| GEV GE Vernova Inc. | Add +167.6% | 2.29% | +1.56 |
| LMT Lockheed Martin Corp. | New | 0.90% | +0.90 |
| HON Honeywell International Inc. | New | 0.76% | +0.76 |
| HONA Honeywell Aerospace Inc. | New | 0.75% | +0.75 |
| AAPL Apple Inc. | Add +31.6% | 3.08% | +0.73 |
| LLY Eli Lilly & Co. | Add +4.2% | 3.90% | +0.61 |
| UNH Unitedhealth Group Inc. | Add +12.0% | 1.74% | +0.58 |
| ETN Eaton Corp. PLC | Add +19.8% | 1.99% | +0.40 |
| AVGO Broadcom Inc. | Add +3.9% | 3.32% | +0.32 |
| CDNS Cadence Design SYS Inc. | Add +50.1% | 0.65% | +0.28 |
| AMZN Amazon.com Inc. | Add +5.5% | 4.90% | +0.26 |
| SNPS Synopsys Inc. | Add +37.3% | 0.93% | +0.24 |
| SCHW Schwab (charles) Corp. | Add +612.7% | 0.28% | +0.23 |
| LSEGY London Stock Ex Grp ADR Spon | Add +44.0% | 1.34% | +0.17 |
| NVDA Nvidia Corp. | Add +2.5% | 5.03% | +0.14 |
| FICO Fair Isaac Corp. | Add +11.8% | 1.48% | +0.13 |
| ADP Automatic Data Processing | Add +10.3% | 1.92% | +0.11 |
| TJX TJX Companies Inc. | Add +813.8% | 0.13% | +0.11 |
| MSGS Madison Square Garden Sports | New | 0.03% | +0.03 |
| CNI Canadian Natl Railway Co. | Add +0.4% | 1.28% | +0.02 |
| SPHR Sphere Entertainment Co. | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.02% | +0.02 |
| ECL Ecolab Inc. | New | 0.02% | +0.02 |
| CTAS Cintas Corp. | New | 0.02% | +0.02 |
| SYK Stryker Corp. | Add +38.3% | 0.03% | +0.00 |
| MSI Motorola Solutions Inc. | Add +31.1% | 0.02% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.1% | 0.03% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 2.70% | −0.08 |
| PM Philip Morris International | Add +0.1% | 2.05% | −0.09 |
| ISRG Intuitive Surgical Inc. | Add +1.3% | 0.33% | −0.10 |
| PH Parker Hannifin Corp. | Add +0.4% | 4.18% | −0.18 |
| UBER Uber Technologies Inc. | Add +0.8% | 1.45% | −0.19 |
| NEE Nextera Energy Inc. | Add +0.1% | 1.17% | −0.25 |
| META Meta Platforms Inc. Class A | Add +0.6% | 1.95% | −0.30 |
| PEP Pepsico Inc. | Add +0.1% | 1.01% | −0.31 |
| MSFT Microsoft Corp. | Add +0.3% | 4.24% | −0.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $1.4B | APH, NVDA, AMZN, MSFT, GOOGL |
| Q1 2026 | 70 | $1.2B | NVDA, MSFT, AMZN, PH, GOOGL |
| Q4 2025 | 74 | $1.4B | MSFT, AMZN, NVDA, GOOGL, ABT |
| Q3 2025 | 69 | $1.3B | MSFT, NVDA, AMZN, ABT, ADP |
| Q2 2025 | 65 | $1.3B | MSFT, AMZN, ADP, NVDA, ABT |
| Q1 2025 | 65 | $1.2B | ADP, MSFT, ABT, UNH, AMZN |
| Q4 2024 | 66 | $1.3B | MSFT, AMZN, ADP, UNH, NVDA |
| Q3 2024 | 69 | $1.3B | MSFT, UNH, ADP, AMZN, ABT |
| Q2 2024 | 66 | $1.2B | MSFT, AMZN, UNH, NVDA, ADP |
| Q1 2024 | 64 | $1.2B | MSFT, AMZN, NVDA, ADP, UNH |