First Long Island Investors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), First Long Island Investors, LLC reported 64 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Amazon.com (AMZN, 4.5%) and Nvidia (NVDA, 4.3%). Compared with Q4 2023, it opened 7 new positions, sold out of 3, added to 12 and reduced 34. The biggest buy was a new position in Salesforce (CRM) and the biggest sale an exit from Microchip Technology (MCHP).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0001490429-24-000002 ↗ filed May 6, 2024
Holdings Value
Holdings 64 stocks · $1.2B
| MSFT Microsoft Corp. | 6.15% | 175,476 | $73.8M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 4.49% | 298,617 | $53.9M | Reduce -0.9% |
| NVDA Nvidia Corp. | 4.34% | 57,654 | $52.1M | Reduce -17.3% |
| ADP Automatic Data Processing | 4.20% | 202,042 | $50.5M | Reduce -2.2% |
| UNH Unitedhealth Group Inc. | 4.13% | 100,159 | $49.5M | Add +7.3% |
| LOW Lowe's Cos Inc. | 3.38% | 159,119 | $40.5M | Reduce -1.2% |
| ABT Abbott Laboratories | 3.24% | 341,791 | $38.8M | Reduce -0.9% |
| PH Parker Hannifin Corp. | 3.20% | 69,173 | $38.4M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 2.87% | 228,483 | $34.5M | Reduce -2.5% |
| CMCSA Comcast Corp. Class A | 2.76% | 764,403 | $33.1M | Reduce -11.0% |
| MA Mastercard Inc. Class A | 2.72% | 67,884 | $32.7M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 2.67% | 189,157 | $32.0M | Reduce -1.5% |
| V Visa Inc. Class A | 2.50% | 107,519 | $30.0M | Reduce -5.8% |
| JNJ Johnson & Johnson | 2.42% | 183,443 | $29.0M | Reduce -1.3% |
| WSM Williams-Sonoma Inc. | 2.35% | 88,738 | $28.2M | Reduce -12.7% |
| FAST Fastenal Co. | 2.21% | 344,280 | $26.6M | Reduce -2.2% |
| ABBV Abbvie Inc. | 2.17% | 143,323 | $26.1M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.10% | 125,973 | $25.2M | Reduce -2.7% |
| AMGN Amgen Inc. | 2.01% | 84,887 | $24.1M | Reduce -2.1% |
| ADBE Adobe Inc. | 1.98% | 47,103 | $23.8M | Reduce -6.3% |
| BLK BlackRock Finance Inc. | 1.95% | 28,099 | $23.4M | Reduce -2.2% |
| ACN Accenture PLC Class A | 1.90% | 65,717 | $22.8M | Add +27.8% |
| PM Philip Morris International | 1.71% | 224,764 | $20.6M | Reduce -2.4% |
| HD Home Depot Inc. | 1.68% | 52,445 | $20.1M | Reduce -2.1% |
| SBUX Starbucks Corp. | 1.64% | 215,951 | $19.7M | Reduce -1.9% |
| SCHW Schwab (charles) Corp. | 1.64% | 271,904 | $19.7M | Reduce -13.2% |
| CRM Salesforce Inc. | 1.60% | 63,666 | $19.2M | New |
| BX Blackstone Inc. | 1.59% | 145,403 | $19.1M | Add +0.1% |
| UPS United Parcel Service Class B | 1.46% | 117,921 | $17.5M | Reduce -2.2% |
| PEP Pepsico Inc. | 1.44% | 99,050 | $17.3M | Add +42.7% |
| CVX Chevron Corp. | 1.37% | 104,284 | $16.4M | Reduce -0.7% |
| ASML HOLDING N V NEW YORK REGI | 1.35% | 16,763 | $16.3M | Add +0.1% |
| ITW Illinois Tool Works | 1.33% | 59,637 | $16.0M | Reduce -2.2% |
| MCD McDonald's Corp. | 1.27% | 54,021 | $15.2M | Add +16.6% |
| AAPL Apple Inc. | 1.23% | 86,364 | $14.8M | Reduce -0.2% |
| AMT American Tower Corp. | 1.23% | 74,553 | $14.7M | Reduce -33.9% |
| LLY Eli Lilly & Co. | 1.19% | 18,429 | $14.3M | Add +42.1% |
| TD Toronto-Dominion Bank | 1.18% | 235,488 | $14.2M | Reduce -3.6% |
| UBER Uber Technologies Inc. | 1.16% | 180,158 | $13.9M | New |
| INTU Intuit Inc. | 1.10% | 20,400 | $13.3M | No change |
| USB US Bancorp | 1.05% | 281,471 | $12.6M | Reduce -1.0% |
| ABNB Airbnb Inc. Class A | 1.03% | 75,065 | $12.4M | Add +0.1% |
| DHR Danaher Corp. | 1.00% | 48,265 | $12.1M | Add +0.1% |
| NFLX Netflix Inc. | 0.98% | 19,316 | $11.7M | No change |
| GOOG Alphabet Inc. Class C | 0.82% | 64,342 | $9.8M | Add +0.1% |
| ADSK Autodesk Inc. | 0.79% | 36,424 | $9.5M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.72% | 63,768 | $8.7M | New |
| MSCI MSCI Inc. | 0.61% | 13,027 | $7.3M | New |
| STZ Constellation Brands Inc. Class A | 0.55% | 24,320 | $6.6M | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 0.45% | 13,600 | $5.4M | Reduce -7.5% |
| ZTS Zoetis Inc. | 0.43% | 30,207 | $5.1M | Reduce -0.9% |
| NKE Nike Inc. Class B | 0.38% | 48,741 | $4.6M | Reduce -61.2% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 1,197 | $696K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 875 | $389K | No change |
| SYK Stryker Corp. | 0.03% | 880 | $315K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,880 | $278K | No change |
| IQV Iqvia Holdings Inc. | 0.02% | 1,038 | $263K | New |
| TXN Texas Instruments Inc. | 0.02% | 1,493 | $260K | No change |
| MRK Merck & Co. Inc. | 0.02% | 1,865 | $246K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $234K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $222K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $212K | New |
| IYG iShares U.S. Financial Servi | 0.02% | 3,120 | $207K | New |
| PAAS Pan American Silver Corp. | 0.01% | 11,081 | $167K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −2.60 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −1.16 |
| AMT American Tower Corp. | Reduce -33.9% | 1.23% | −0.94 |
| NKE Nike Inc. Class B | Reduce -61.2% | 0.38% | −0.83 |
| ADBE Adobe Inc. | Reduce -6.3% | 1.98% | −0.68 |
| CMCSA Comcast Corp. Class A | Reduce -11.0% | 2.76% | −0.58 |
| SCHW Schwab (charles) Corp. | Reduce -13.2% | 1.64% | −0.28 |
| AAPL Apple Inc. | Reduce -0.2% | 1.23% | −0.25 |
| SBUX Starbucks Corp. | Reduce -1.9% | 1.64% | −0.23 |
| UPS United Parcel Service Class B | Reduce -2.2% | 1.46% | −0.22 |
| TD Toronto-Dominion Bank | Reduce -3.6% | 1.18% | −0.22 |
| PM Philip Morris International | Reduce -2.4% | 1.71% | −0.21 |
| AMGN Amgen Inc. | Reduce -2.1% | 2.01% | −0.21 |
| JNJ Johnson & Johnson | Reduce -1.3% | 2.42% | −0.17 |
| V Visa Inc. Class A | Reduce -5.8% | 2.50% | −0.14 |
| ABT Abbott Laboratories | Reduce -0.9% | 3.24% | −0.14 |
| BLK BlackRock Finance Inc. | Reduce -2.2% | 1.95% | −0.12 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.43% | −0.11 |
| ITW Illinois Tool Works | Reduce -2.2% | 1.33% | −0.09 |
| ADP Automatic Data Processing | Reduce -2.2% | 4.20% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.07 |
| USB US Bancorp | Reduce -1.0% | 1.05% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 2.87% | −0.04 |
| CVX Chevron Corp. | Reduce -0.7% | 1.37% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -7.5% | 0.45% | +0.01 |
| HD Home Depot Inc. | Reduce -2.1% | 1.68% | +0.03 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 2.72% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 2.10% | +0.15 |
| ABBV Abbvie Inc. | Reduce -2.1% | 2.17% | +0.16 |
| FAST Fastenal Co. | Reduce -2.2% | 2.21% | +0.19 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 3.38% | +0.19 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 2.67% | +0.20 |
| MSFT Microsoft Corp. | Reduce -0.7% | 6.15% | +0.25 |
| PH Parker Hannifin Corp. | Reduce -1.2% | 3.20% | +0.34 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 4.49% | +0.42 |
| WSM Williams-Sonoma Inc. | Reduce -12.7% | 2.35% | +0.53 |
| NVDA Nvidia Corp. | Reduce -17.3% | 4.34% | +1.27 |
Portfolio Buys Q4 2023 → Q1 2024
| CRM Salesforce Inc. | New | 1.60% | +1.60 |
| UBER Uber Technologies Inc. | New | 1.16% | +1.16 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.72% | +0.72 |
| MSCI MSCI Inc. | New | 0.61% | +0.61 |
| LLY Eli Lilly & Co. | Add +42.1% | 1.19% | +0.52 |
| PEP Pepsico Inc. | Add +42.7% | 1.44% | +0.40 |
| ACN Accenture PLC Class A | Add +27.8% | 1.90% | +0.29 |
| ASML HOLDING N V NEW YORK REGI | Add +0.1% | 1.35% | +0.23 |
| ABNB Airbnb Inc. Class A | Add +0.1% | 1.03% | +0.12 |
| MCD McDonald's Corp. | Add +16.6% | 1.27% | +0.05 |
| STZ Constellation Brands Inc. Class A | Add +1.1% | 0.55% | +0.03 |
| IQV Iqvia Holdings Inc. | New | 0.02% | +0.02 |
| PRF Invesco Rafi US 1000 ETF | New | 0.02% | +0.02 |
| IYG iShares U.S. Financial Servi | New | 0.02% | +0.02 |
| DHR Danaher Corp. | Add +0.1% | 1.00% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.82% | +0.01 |
| ADSK Autodesk Inc. | Add +0.2% | 0.79% | +0.00 |
| BX Blackstone Inc. | Add +0.1% | 1.59% | −0.10 |
| UNH Unitedhealth Group Inc. | Add +7.3% | 4.13% | −0.24 |
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 |