First Long Island Investors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 6, 2025), First Long Island Investors, LLC reported 65 stock positions worth $1.2 billion. Its top holding was Automatic Data Processing (ADP) at 5.0% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Abbott Laboratories (ABT, 4.7%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 9 and reduced 46. The biggest buy was Zoetis (ZTS, shares +403%) and the biggest sale United Parcel Service Class B (UPS, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001490429-25-000002 ↗ filed Jun 6, 2025
Holdings Value
Holdings 65 stocks · $1.2B
| ADP Automatic Data Processing | 5.02% | 199,313 | $60.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.95% | 160,179 | $60.1M | Reduce -6.9% |
| ABT Abbott Laboratories | 4.67% | 426,824 | $56.6M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 4.58% | 106,144 | $55.6M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 4.53% | 288,700 | $54.9M | Reduce -1.9% |
| NVDA Nvidia Corp. | 3.45% | 385,955 | $41.8M | Add +3.1% |
| MA Mastercard Inc. Class A | 3.08% | 68,108 | $37.3M | Reduce -3.1% |
| PH Parker Hannifin Corp. | 3.04% | 60,718 | $36.9M | Reduce -8.7% |
| LOW Lowe's Cos Inc. | 3.04% | 158,041 | $36.9M | Reduce -1.5% |
| V Visa Inc. Class A | 2.94% | 101,656 | $35.6M | Reduce -9.1% |
| AAPL Apple Inc. | 2.72% | 148,409 | $33.0M | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 2.52% | 197,732 | $30.6M | Reduce -11.3% |
| JPM JPMorgan Chase & Co. | 2.42% | 119,694 | $29.4M | Reduce -2.4% |
| QCOM Qualcomm Inc. | 2.36% | 186,551 | $28.7M | Reduce -1.9% |
| ZTS Zoetis Inc. | 2.33% | 171,698 | $28.3M | Add +402.9% |
| META Meta Platforms Inc. Class A | 2.23% | 46,902 | $27.0M | Add +28.9% |
| PM Philip Morris International | 2.14% | 163,842 | $26.0M | Reduce -19.3% |
| ABBV Abbvie Inc. | 2.09% | 120,841 | $25.3M | Reduce -13.5% |
| ACN Accenture PLC Class A | 1.93% | 74,985 | $23.4M | Reduce -1.9% |
| BX Blackstone Inc. | 1.89% | 163,726 | $22.9M | Reduce -0.5% |
| AMGN Amgen Inc. | 1.84% | 71,851 | $22.4M | Reduce -13.2% |
| LLY Eli Lilly & Co. | 1.84% | 27,020 | $22.3M | Add +14.1% |
| WSM Williams-Sonoma Inc. | 1.75% | 134,298 | $21.2M | Reduce -12.3% |
| BLK BlackRock Finance Inc. | 1.72% | 22,115 | $20.9M | Reduce -19.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.65% | 120,810 | $20.1M | Add +13.7% |
| FAST Fastenal Co. | 1.64% | 257,149 | $19.9M | Reduce -15.6% |
| JNJ Johnson & Johnson | 1.60% | 116,940 | $19.4M | Reduce -2.3% |
| ADBE Adobe Inc. | 1.54% | 48,834 | $18.7M | Add +2.8% |
| MDLZ Mondelez International Inc. Class A | 1.40% | 250,982 | $17.0M | Reduce -2.9% |
| APH Amphenol Corp. Class A | 1.36% | 250,960 | $16.5M | Add +4120.6% |
| CVX Chevron Corp. | 1.35% | 98,009 | $16.4M | Reduce -3.7% |
| PEP Pepsico Inc. | 1.35% | 109,308 | $16.4M | Reduce -2.2% |
| MCD McDonald's Corp. | 1.34% | 51,900 | $16.2M | Reduce -2.3% |
| HD Home Depot Inc. | 1.28% | 42,225 | $15.5M | Reduce -17.5% |
| CNI Canadian Natl Railway Co. | 1.26% | 157,010 | $15.3M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 1.21% | 54,104 | $14.7M | Add +5589.2% |
| USB US Bancorp | 1.16% | 332,070 | $14.0M | Reduce -2.2% |
| ITW Illinois Tool Works | 1.15% | 56,432 | $14.0M | Reduce -2.5% |
| UBER Uber Technologies Inc. | 1.12% | 185,764 | $13.5M | Reduce -0.8% |
| SNPS Synopsys Inc. | 1.11% | 31,499 | $13.5M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.05% | 76,117 | $12.7M | Add +8264.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.97% | 119,690 | $11.8M | Reduce -0.8% |
| PAYX Paychex Inc. | 0.88% | 69,086 | $10.7M | Reduce -2.0% |
| ABNB Airbnb Inc. Class A | 0.87% | 88,519 | $10.6M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.87% | 11,316 | $10.6M | Reduce -8.1% |
| GOOG Alphabet Inc. Class C | 0.83% | 64,354 | $10.1M | Reduce -0.5% |
| MSCI MSCI Inc. | 0.81% | 17,419 | $9.9M | Reduce -0.9% |
| INTU Intuit Inc. | 0.77% | 15,304 | $9.4M | No change |
| STZ Constellation Brands Inc. Class A | 0.77% | 50,815 | $9.3M | Reduce -47.8% |
| ISRG Intuitive Surgical Inc. | 0.47% | 11,600 | $5.7M | Reduce -14.7% |
| CDNS Cadence Design SYS Inc. | 0.44% | 20,974 | $5.3M | Reduce -1.3% |
| WDAY Workday Inc. Class A | 0.34% | 17,500 | $4.1M | New |
| CMCSA Comcast Corp. Class A | 0.04% | 13,510 | $499K | Reduce -76.1% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 971 | $483K | Reduce -18.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 875 | $410K | No change |
| MRK Merck & Co. Inc. | 0.03% | 4,105 | $368K | No change |
| UPS United Parcel Service Class B | 0.03% | 3,293 | $362K | Reduce -97.1% |
| SYK Stryker Corp. | 0.03% | 880 | $328K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $293K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,841 | $282K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,880 | $274K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $230K | No change |
| TXN Texas Instruments Inc. | 0.02% | 1,271 | $228K | Reduce -14.9% |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $222K | No change |
| ADSK Autodesk Inc. | 0.02% | 841 | $220K | Reduce -5.3% |
Portfolio Sells Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | Reduce -97.1% | 0.03% | −1.12 |
| DHR Danaher Corp. | Sold out | 0.00% | −1.03 |
| STZ Constellation Brands Inc. Class A | Reduce -47.8% | 0.77% | −0.94 |
| GOOGL Alphabet Inc. Class A | Reduce -11.3% | 2.52% | −0.84 |
| MSFT Microsoft Corp. | Reduce -6.9% | 4.95% | −0.81 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 4.53% | −0.61 |
| BLK BlackRock Finance Inc. | Reduce -19.3% | 1.72% | −0.51 |
| WSM Williams-Sonoma Inc. | Reduce -12.3% | 1.75% | −0.50 |
| AAPL Apple Inc. | Reduce -5.5% | 2.72% | −0.41 |
| BX Blackstone Inc. | Reduce -0.5% | 1.89% | −0.37 |
| PH Parker Hannifin Corp. | Reduce -8.7% | 3.04% | −0.32 |
| HD Home Depot Inc. | Reduce -17.5% | 1.28% | −0.31 |
| ACN Accenture PLC Class A | Reduce -1.9% | 1.93% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 0.83% | −0.15 |
| USB US Bancorp | Reduce -2.2% | 1.16% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -76.1% | 0.04% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 3.04% | −0.11 |
| SNPS Synopsys Inc. | Reduce -0.5% | 1.11% | −0.11 |
| FAST Fastenal Co. | Reduce -15.6% | 1.64% | −0.10 |
| DIS The Walt Disney Co. | Reduce -0.8% | 0.97% | −0.10 |
| ISRG Intuitive Surgical Inc. | Reduce -14.7% | 0.47% | −0.09 |
| CDNS Cadence Design SYS Inc. | Reduce -1.3% | 0.44% | −0.07 |
| ABNB Airbnb Inc. Class A | Reduce -0.5% | 0.87% | −0.06 |
| CNI Canadian Natl Railway Co. | Reduce -2.5% | 1.26% | −0.04 |
| MSCI MSCI Inc. | Reduce -0.9% | 0.81% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -2.5% | 1.15% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -18.9% | 0.04% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -14.9% | 0.02% | −0.00 |
| NFLX Netflix Inc. | Reduce -8.1% | 0.87% | −0.00 |
| ADSK Autodesk Inc. | Reduce -5.3% | 0.02% | −0.00 |
| PEP Pepsico Inc. | Reduce -2.2% | 1.35% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -1.9% | 2.36% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 2.42% | +0.08 |
| PAYX Paychex Inc. | Reduce -2.0% | 0.88% | +0.09 |
| ABBV Abbvie Inc. | Reduce -13.5% | 2.09% | +0.11 |
| MCD McDonald's Corp. | Reduce -2.3% | 1.34% | +0.11 |
| V Visa Inc. Class A | Reduce -9.1% | 2.94% | +0.12 |
| AMGN Amgen Inc. | Reduce -13.2% | 1.84% | +0.13 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 3.08% | +0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.9% | 1.40% | +0.18 |
| CVX Chevron Corp. | Reduce -3.7% | 1.35% | +0.18 |
| PM Philip Morris International | Reduce -19.3% | 2.14% | +0.20 |
| UBER Uber Technologies Inc. | Reduce -0.8% | 1.12% | +0.22 |
| JNJ Johnson & Johnson | Reduce -2.3% | 1.60% | +0.22 |
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 4.58% | +0.25 |
| ADP Automatic Data Processing | Reduce -1.5% | 5.02% | +0.31 |
| ABT Abbott Laboratories | Reduce -1.4% | 4.67% | +0.77 |
Portfolio Buys Q4 2024 → Q1 2025
| ZTS Zoetis Inc. | Add +402.9% | 2.33% | +1.89 |
| APH Amphenol Corp. Class A | Add +4120.6% | 1.36% | +1.32 |
| ETN Eaton Corp. PLC | Add +5589.2% | 1.21% | +1.19 |
| AVGO Broadcom Inc. | Add +8264.5% | 1.05% | +1.03 |
| META Meta Platforms Inc. Class A | Add +28.9% | 2.23% | +0.53 |
| LLY Eli Lilly & Co. | Add +14.1% | 1.84% | +0.39 |
| WDAY Workday Inc. Class A | New | 0.34% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.7% | 1.65% | −0.02 |
| ADBE Adobe Inc. | Add +2.8% | 1.54% | −0.14 |
| NVDA Nvidia Corp. | Add +3.1% | 3.45% | −0.55 |
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 |