First Long Island Investors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), First Long Island Investors, LLC reported 66 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Amazon.com (AMZN, 5.1%) and Automatic Data Processing (ADP, 4.7%). Compared with Q3 2024, it opened 1 new position, sold out of 4, added to 33 and reduced 16. The biggest buy was Constellation Brands Class A (STZ, shares +108%) and the biggest sale Comcast Class A (CMCSA, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001490429-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 66 stocks · $1.3B
| MSFT Microsoft Corp. | 5.77% | 172,096 | $72.5M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 5.14% | 294,450 | $64.6M | Reduce -0.6% |
| ADP Automatic Data Processing | 4.71% | 202,286 | $59.2M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 4.33% | 107,680 | $54.5M | Add +1.2% |
| NVDA Nvidia Corp. | 4.00% | 374,459 | $50.3M | Add +0.2% |
| ABT Abbott Laboratories | 3.89% | 432,904 | $49.0M | Add +6.9% |
| PH Parker Hannifin Corp. | 3.36% | 66,526 | $42.3M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 3.36% | 222,994 | $42.2M | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 3.15% | 160,421 | $39.6M | Add +1.3% |
| AAPL Apple Inc. | 3.13% | 157,010 | $39.3M | Reduce -3.7% |
| MA Mastercard Inc. Class A | 2.94% | 70,298 | $37.0M | Add +0.3% |
| V Visa Inc. Class A | 2.81% | 111,886 | $35.4M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 2.34% | 122,663 | $29.4M | Add +0.1% |
| QCOM Qualcomm Inc. | 2.32% | 190,244 | $29.2M | Add +1.8% |
| BX Blackstone Inc. | 2.26% | 164,499 | $28.4M | Add +2.0% |
| WSM Williams-Sonoma Inc. | 2.25% | 153,121 | $28.4M | Reduce -11.3% |
| BLK BlackRock Finance Inc. | 2.23% | 27,387 | $28.1M | Add +0.0% |
| ACN Accenture PLC Class A | 2.14% | 76,434 | $26.9M | Add +0.9% |
| ABBV Abbvie Inc. | 1.97% | 139,768 | $24.8M | Add +0.1% |
| PM Philip Morris International | 1.94% | 203,018 | $24.4M | Reduce -7.2% |
| FAST Fastenal Co. | 1.74% | 304,611 | $21.9M | Reduce -9.0% |
| AMGN Amgen Inc. | 1.72% | 82,801 | $21.6M | Add +0.1% |
| STZ Constellation Brands Inc. Class A | 1.71% | 97,287 | $21.5M | Add +107.8% |
| META Meta Platforms Inc. Class A | 1.69% | 36,371 | $21.3M | Add +1.9% |
| ADBE Adobe Inc. | 1.68% | 47,487 | $21.1M | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.67% | 106,227 | $21.0M | Add +0.2% |
| HD Home Depot Inc. | 1.58% | 51,172 | $19.9M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.45% | 23,684 | $18.3M | Add +23.8% |
| JNJ Johnson & Johnson | 1.38% | 119,674 | $17.3M | Reduce -0.1% |
| PEP Pepsico Inc. | 1.35% | 111,760 | $17.0M | Add +16.0% |
| CNI Canadian Natl Railway Co. | 1.30% | 161,024 | $16.3M | Add +25.6% |
| USB US Bancorp | 1.29% | 339,451 | $16.2M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 1.23% | 258,486 | $15.4M | Add +25.1% |
| MCD McDonald's Corp. | 1.22% | 53,108 | $15.4M | Add +0.1% |
| SNPS Synopsys Inc. | 1.22% | 31,661 | $15.4M | Add +47.1% |
| CVX Chevron Corp. | 1.17% | 101,798 | $14.7M | Add +0.1% |
| ITW Illinois Tool Works | 1.17% | 57,895 | $14.7M | Reduce -0.1% |
| UPS United Parcel Service Class B | 1.15% | 114,819 | $14.5M | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.07% | 120,694 | $13.4M | Add +3.4% |
| DHR Danaher Corp. | 1.03% | 56,698 | $13.0M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.98% | 64,658 | $12.3M | Reduce -0.0% |
| ABNB Airbnb Inc. Class A | 0.93% | 88,942 | $11.7M | Add +1.9% |
| UBER Uber Technologies Inc. | 0.90% | 187,218 | $11.3M | Reduce -35.7% |
| NFLX Netflix Inc. | 0.87% | 12,316 | $11.0M | No change |
| MSCI MSCI Inc. | 0.84% | 17,574 | $10.5M | Add +3.4% |
| PAYX Paychex Inc. | 0.79% | 70,479 | $9.9M | Add +0.5% |
| INTU Intuit Inc. | 0.76% | 15,304 | $9.6M | No change |
| ISRG Intuitive Surgical Inc. | 0.56% | 13,600 | $7.1M | No change |
| CDNS Cadence Design SYS Inc. | 0.51% | 21,246 | $6.4M | Add +38.3% |
| ZTS Zoetis Inc. | 0.44% | 34,143 | $5.6M | No change |
| CMCSA Comcast Corp. Class A | 0.17% | 56,521 | $2.1M | Reduce -87.0% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,197 | $623K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 875 | $447K | No change |
| APH Amphenol Corp. Class A | 0.03% | 5,946 | $413K | No change |
| MRK Merck & Co. Inc. | 0.03% | 4,105 | $408K | No change |
| SYK Stryker Corp. | 0.03% | 880 | $317K | No change |
| ETN Eaton Corp. PLC | 0.03% | 951 | $316K | No change |
| TXN Texas Instruments Inc. | 0.02% | 1,493 | $280K | Reduce -6.2% |
| SCHW Schwab (charles) Corp. | 0.02% | 3,675 | $272K | Add +11.4% |
| ADSK Autodesk Inc. | 0.02% | 888 | $262K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,880 | $259K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $253K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,841 | $252K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $235K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $222K | No change |
| AVGO Broadcom Inc. | 0.02% | 910 | $211K | New |
Portfolio Sells Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Reduce -87.0% | 0.17% | −1.27 |
| ASML HOLDING N V NEW YORK REGI | Sold out | 0.00% | −1.21 |
| UBER Uber Technologies Inc. | Reduce -35.7% | 0.90% | −0.83 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.29 |
| ADBE Adobe Inc. | Reduce -0.8% | 1.68% | −0.28 |
| JNJ Johnson & Johnson | Reduce -0.1% | 1.38% | −0.15 |
| PM Philip Morris International | Reduce -7.2% | 1.94% | −0.15 |
| FAST Fastenal Co. | Reduce -9.0% | 1.74% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.9% | 5.77% | −0.13 |
| PH Parker Hannifin Corp. | Reduce -3.5% | 3.36% | −0.07 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.06 |
| ITW Illinois Tool Works | Reduce -0.1% | 1.17% | −0.03 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -6.2% | 0.02% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 0.98% | +0.13 |
| AAPL Apple Inc. | Reduce -3.7% | 3.13% | +0.13 |
| WSM Williams-Sonoma Inc. | Reduce -11.3% | 2.25% | +0.15 |
| ADP Automatic Data Processing | Reduce -0.1% | 4.71% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 3.36% | +0.44 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 5.14% | +0.79 |
Portfolio Buys Q3 2024 → Q4 2024
| STZ Constellation Brands Inc. Class A | Add +107.8% | 1.71% | +0.76 |
| V Visa Inc. Class A | Add +2.3% | 2.81% | +0.44 |
| NVDA Nvidia Corp. | Add +0.2% | 4.00% | +0.42 |
| SNPS Synopsys Inc. | Add +47.1% | 1.22% | +0.36 |
| BX Blackstone Inc. | Add +2.0% | 2.26% | +0.31 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 2.34% | +0.30 |
| ABT Abbott Laboratories | Add +6.9% | 3.89% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 1.67% | +0.22 |
| MA Mastercard Inc. Class A | Add +0.3% | 2.94% | +0.22 |
| DIS The Walt Disney Co. | Add +3.4% | 1.07% | +0.18 |
| BLK BlackRock Finance Inc. | Add +0.0% | 2.23% | +0.18 |
| CDNS Cadence Design SYS Inc. | Add +38.3% | 0.51% | +0.18 |
| LLY Eli Lilly & Co. | Add +23.8% | 1.45% | +0.12 |
| CNI Canadian Natl Railway Co. | Add +25.6% | 1.30% | +0.12 |
| META Meta Platforms Inc. Class A | Add +1.9% | 1.69% | +0.08 |
| USB US Bancorp | Add +0.2% | 1.29% | +0.07 |
| PEP Pepsico Inc. | Add +16.0% | 1.35% | +0.06 |
| MSCI MSCI Inc. | Add +3.4% | 0.84% | +0.06 |
| ABNB Airbnb Inc. Class A | Add +1.9% | 0.93% | +0.06 |
| PAYX Paychex Inc. | Add +0.5% | 0.79% | +0.04 |
| MDLZ Mondelez International Inc. Class A | Add +25.1% | 1.23% | +0.03 |
| ACN Accenture PLC Class A | Add +0.9% | 2.14% | +0.03 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +11.4% | 0.02% | +0.00 |
| CVX Chevron Corp. | Add +0.1% | 1.17% | −0.01 |
| MCD McDonald's Corp. | Add +0.1% | 1.22% | −0.05 |
| HD Home Depot Inc. | Add +0.1% | 1.58% | −0.05 |
| UPS United Parcel Service Class B | Add +0.0% | 1.15% | −0.08 |
| QCOM Qualcomm Inc. | Add +1.8% | 2.32% | −0.18 |
| DHR Danaher Corp. | Add +1.9% | 1.03% | −0.18 |
| ABBV Abbvie Inc. | Add +0.1% | 1.97% | −0.20 |
| LOW Lowe's Cos Inc. | Add +1.3% | 3.15% | −0.23 |
| AMGN Amgen Inc. | Add +0.1% | 1.72% | −0.39 |
| UNH Unitedhealth Group Inc. | Add +1.2% | 4.33% | −0.57 |
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 |