First Long Island Investors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), First Long Island Investors, LLC reported 66 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 6.6% of the portfolio, followed by Amazon.com (AMZN, 4.7%) and Unitedhealth (UNH, 4.6%). Compared with Q1 2024, it opened 7 new positions, sold out of 5, added to 24 and reduced 28. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Comcast Class A (CMCSA, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001490429-24-000003 ↗ filed Aug 8, 2024
Holdings Value
Holdings 66 stocks · $1.2B
| MSFT Microsoft Corp. | 6.55% | 173,329 | $77.5M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 4.73% | 289,485 | $55.9M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 4.56% | 105,921 | $53.9M | Add +5.8% |
| NVDA Nvidia Corp. | 4.23% | 404,398 | $50.0M | Reduce -29.9% |
| ADP Automatic Data Processing | 4.03% | 199,418 | $47.6M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 3.43% | 222,837 | $40.6M | Reduce -2.5% |
| QCOM Qualcomm Inc. | 3.14% | 186,377 | $37.1M | Reduce -1.5% |
| ABT Abbott Laboratories | 2.97% | 338,365 | $35.2M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 2.93% | 157,231 | $34.7M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 2.93% | 68,396 | $34.6M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 2.54% | 67,965 | $30.0M | Add +0.1% |
| V Visa Inc. Class A | 2.39% | 107,795 | $28.3M | Add +0.3% |
| ADBE Adobe Inc. | 2.22% | 47,235 | $26.2M | Add +0.3% |
| AMGN Amgen Inc. | 2.20% | 83,141 | $26.0M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.11% | 123,189 | $24.9M | Reduce -2.2% |
| WSM Williams-Sonoma Inc. | 2.07% | 86,605 | $24.5M | Reduce -2.4% |
| ABBV Abbvie Inc. | 2.04% | 140,575 | $24.1M | Reduce -1.9% |
| ACN Accenture PLC Class A | 1.92% | 74,869 | $22.7M | Add +13.9% |
| PM Philip Morris International | 1.88% | 219,538 | $22.2M | Reduce -2.3% |
| BLK BlackRock Finance Inc. | 1.83% | 27,511 | $21.7M | Reduce -2.1% |
| FAST Fastenal Co. | 1.79% | 336,700 | $21.2M | Reduce -2.2% |
| UBER Uber Technologies Inc. | 1.71% | 277,653 | $20.2M | Add +54.1% |
| SCHW Schwab (charles) Corp. | 1.70% | 272,041 | $20.0M | Add +0.1% |
| BX Blackstone Inc. | 1.53% | 145,703 | $18.0M | Add +0.2% |
| AAPL Apple Inc. | 1.52% | 85,154 | $17.9M | Reduce -1.4% |
| ASML HOLDING N V NEW YORK REGI | 1.51% | 17,417 | $17.8M | Add +3.9% |
| HD Home Depot Inc. | 1.50% | 51,449 | $17.7M | Reduce -1.9% |
| JNJ Johnson & Johnson | 1.49% | 120,773 | $17.7M | Reduce -34.2% |
| CMCSA Comcast Corp. Class A | 1.45% | 437,922 | $17.1M | Reduce -42.7% |
| LLY Eli Lilly & Co. | 1.44% | 18,784 | $17.0M | Add +1.9% |
| SBUX Starbucks Corp. | 1.39% | 211,574 | $16.5M | Reduce -2.0% |
| CRM Salesforce Inc. | 1.39% | 63,981 | $16.4M | Add +0.5% |
| META Meta Platforms Inc. Class A | 1.38% | 32,352 | $16.3M | New |
| PEP Pepsico Inc. | 1.36% | 97,121 | $16.0M | Reduce -1.9% |
| CVX Chevron Corp. | 1.35% | 102,295 | $16.0M | Reduce -1.9% |
| UPS United Parcel Service Class B | 1.34% | 115,422 | $15.8M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.25% | 84,819 | $14.7M | Add +33.0% |
| ITW Illinois Tool Works | 1.17% | 58,249 | $13.8M | Reduce -2.3% |
| DHR Danaher Corp. | 1.16% | 54,896 | $13.7M | Add +13.7% |
| MCD McDonald's Corp. | 1.16% | 53,591 | $13.7M | Reduce -0.8% |
| USB US Bancorp | 1.14% | 340,347 | $13.5M | Add +20.9% |
| MDLZ Mondelez International Inc. Class A | 1.14% | 205,261 | $13.4M | New |
| ABNB Airbnb Inc. Class A | 1.11% | 86,214 | $13.1M | Add +14.8% |
| INTU Intuit Inc. | 1.04% | 18,700 | $12.3M | Reduce -8.3% |
| GOOG Alphabet Inc. Class C | 1.00% | 64,657 | $11.9M | Add +0.5% |
| STZ Constellation Brands Inc. Class A | 0.97% | 44,365 | $11.4M | Add +82.4% |
| NFLX Netflix Inc. | 0.89% | 15,616 | $10.5M | Reduce -19.2% |
| ADSK Autodesk Inc. | 0.76% | 36,540 | $9.0M | Add +0.3% |
| MSCI MSCI Inc. | 0.68% | 16,606 | $8.0M | Add +27.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 71,105 | $7.1M | New |
| ISRG Intuitive Surgical Inc. | 0.51% | 13,600 | $6.0M | No change |
| ZTS Zoetis Inc. | 0.50% | 34,143 | $5.9M | Add +13.0% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 1,297 | $717K | Add +8.3% |
| MRK Merck & Co. Inc. | 0.06% | 5,253 | $650K | Add +181.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 875 | $419K | No change |
| SYK Stryker Corp. | 0.03% | 915 | $311K | Add +4.0% |
| TXN Texas Instruments Inc. | 0.03% | 1,595 | $310K | Add +6.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.03% | 3,841 | $300K | New |
| XLV SS Health Care Select Sector | 0.02% | 1,880 | $274K | No change |
| PFE Pfizer Inc. | 0.02% | 8,881 | $248K | New |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $233K | No change |
| IQV Iqvia Holdings Inc. | 0.02% | 1,038 | $219K | No change |
| AVGO Broadcom Inc. | 0.02% | 135 | $217K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $215K | No change |
| HON Honeywell International Inc. | 0.02% | 979 | $209K | New |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $209K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| CMCSA Comcast Corp. Class A | Reduce -42.7% | 1.45% | −1.31 |
| AMT American Tower Corp. | Sold out | 0.00% | −1.23 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −1.18 |
| JNJ Johnson & Johnson | Reduce -34.2% | 1.49% | −0.92 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 2.93% | −0.44 |
| FAST Fastenal Co. | Reduce -2.2% | 1.79% | −0.42 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.38 |
| WSM Williams-Sonoma Inc. | Reduce -2.4% | 2.07% | −0.28 |
| PH Parker Hannifin Corp. | Reduce -1.1% | 2.93% | −0.27 |
| ABT Abbott Laboratories | Reduce -1.0% | 2.97% | −0.26 |
| SBUX Starbucks Corp. | Reduce -2.0% | 1.39% | −0.25 |
| HD Home Depot Inc. | Reduce -1.9% | 1.50% | −0.18 |
| ADP Automatic Data Processing | Reduce -1.3% | 4.03% | −0.18 |
| ITW Illinois Tool Works | Reduce -2.3% | 1.17% | −0.16 |
| ABBV Abbvie Inc. | Reduce -1.9% | 2.04% | −0.13 |
| UPS United Parcel Service Class B | Reduce -2.1% | 1.34% | −0.12 |
| BLK BlackRock Finance Inc. | Reduce -2.1% | 1.83% | −0.12 |
| MCD McDonald's Corp. | Reduce -0.8% | 1.16% | −0.11 |
| NVDA Nvidia Corp. | Reduce -29.9% | 4.23% | −0.11 |
| PEP Pepsico Inc. | Reduce -1.9% | 1.36% | −0.09 |
| NFLX Netflix Inc. | Reduce -19.2% | 0.89% | −0.09 |
| INTU Intuit Inc. | Reduce -8.3% | 1.04% | −0.06 |
| IYG iShares U.S. Financial Servi | Sold out | 0.00% | −0.02 |
| CVX Chevron Corp. | Reduce -1.9% | 1.35% | −0.02 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 2.11% | +0.01 |
| PM Philip Morris International | Reduce -2.3% | 1.88% | +0.17 |
| AMGN Amgen Inc. | Reduce -2.1% | 2.20% | +0.19 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 4.73% | +0.25 |
| AAPL Apple Inc. | Reduce -1.4% | 1.52% | +0.28 |
| MSFT Microsoft Corp. | Reduce -1.2% | 6.55% | +0.41 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 3.14% | +0.47 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 3.43% | +0.56 |
Portfolio Buys Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | New | 1.38% | +1.38 |
| MDLZ Mondelez International Inc. Class A | New | 1.14% | +1.14 |
| DIS The Walt Disney Co. | New | 0.60% | +0.60 |
| UBER Uber Technologies Inc. | Add +54.1% | 1.71% | +0.55 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.0% | 1.25% | +0.52 |
| UNH Unitedhealth Group Inc. | Add +5.8% | 4.56% | +0.44 |
| STZ Constellation Brands Inc. Class A | Add +82.4% | 0.97% | +0.42 |
| LLY Eli Lilly & Co. | Add +1.9% | 1.44% | +0.24 |
| ADBE Adobe Inc. | Add +0.3% | 2.22% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 1.00% | +0.19 |
| DHR Danaher Corp. | Add +13.7% | 1.16% | +0.16 |
| ASML HOLDING N V NEW YORK REGI | Add +3.9% | 1.51% | +0.15 |
| USB US Bancorp | Add +20.9% | 1.14% | +0.10 |
| ZTS Zoetis Inc. | Add +13.0% | 0.50% | +0.08 |
| ABNB Airbnb Inc. Class A | Add +14.8% | 1.11% | +0.07 |
| MSCI MSCI Inc. | Add +27.5% | 0.68% | +0.07 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 1.70% | +0.06 |
| MRK Merck & Co. Inc. | Add +181.7% | 0.06% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.03% | +0.03 |
| ACN Accenture PLC Class A | Add +13.9% | 1.92% | +0.02 |
| PFE Pfizer Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| TXN Texas Instruments Inc. | Add +6.8% | 0.03% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +8.3% | 0.06% | +0.00 |
| SYK Stryker Corp. | Add +4.0% | 0.03% | +0.00 |
| ADSK Autodesk Inc. | Add +0.3% | 0.76% | −0.03 |
| BX Blackstone Inc. | Add +0.2% | 1.53% | −0.06 |
| V Visa Inc. Class A | Add +0.3% | 2.39% | −0.11 |
| MA Mastercard Inc. Class A | Add +0.1% | 2.54% | −0.19 |
| CRM Salesforce Inc. | Add +0.5% | 1.39% | −0.21 |
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 |