First Long Island Investors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), First Long Island Investors, LLC reported 69 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Amazon.com (AMZN, 4.7%). Compared with Q2 2025, it opened 7 new positions, sold out of 3, added to 8 and reduced 40. The biggest buy was a new position in Nextera Energy (NEE) and the biggest sale Zoetis (ZTS, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001490429-25-000005 ↗ filed Nov 12, 2025
Holdings Value
Holdings 69 stocks · $1.3B
| MSFT Microsoft Corp. | 6.24% | 162,087 | $84.0M | Add +1.4% |
| NVDA Nvidia Corp. | 4.76% | 342,957 | $64.0M | Reduce -8.2% |
| AMZN Amazon.com Inc. | 4.65% | 284,967 | $62.6M | Reduce -1.7% |
| ABT Abbott Laboratories | 4.22% | 423,881 | $56.8M | Reduce -0.4% |
| ADP Automatic Data Processing | 4.15% | 190,096 | $55.8M | Reduce -4.3% |
| PH Parker Hannifin Corp. | 3.39% | 60,081 | $45.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 3.29% | 182,054 | $44.3M | Reduce -4.8% |
| LOW Lowe's Cos Inc. | 2.92% | 156,358 | $39.3M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 2.89% | 68,286 | $38.8M | Reduce -0.4% |
| AVGO Broadcom Inc. | 2.83% | 115,367 | $38.1M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.79% | 118,783 | $37.5M | Add +0.6% |
| V Visa Inc. Class A | 2.58% | 101,554 | $34.7M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 2.56% | 46,957 | $34.5M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 2.49% | 43,841 | $33.5M | Add +54.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.45% | 117,856 | $32.9M | Reduce -0.4% |
| APH Amphenol Corp. Class A | 2.32% | 251,825 | $31.2M | Reduce -0.4% |
| BX Blackstone Inc. | 2.08% | 163,762 | $28.0M | Reduce -0.2% |
| ABBV Abbvie Inc. | 2.05% | 119,271 | $27.6M | Reduce -0.2% |
| PM Philip Morris International | 1.94% | 160,434 | $26.0M | Reduce -0.5% |
| WSM Williams-Sonoma Inc. | 1.91% | 131,604 | $25.7M | Reduce -0.5% |
| BLK BlackRock Finance Inc. | 1.88% | 21,639 | $25.2M | Reduce -0.6% |
| FAST Fastenal Co. | 1.84% | 504,095 | $24.7M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 1.66% | 133,907 | $22.3M | Reduce -27.2% |
| JNJ Johnson & Johnson | 1.57% | 113,681 | $21.1M | Reduce -0.8% |
| AAPL Apple Inc. | 1.53% | 80,572 | $20.5M | Add +5.3% |
| ETN Eaton Corp. PLC | 1.51% | 54,229 | $20.3M | Reduce -0.5% |
| ZTS Zoetis Inc. | 1.50% | 138,069 | $20.2M | Reduce -37.5% |
| INTU Intuit Inc. | 1.49% | 29,341 | $20.0M | Add +91.7% |
| AMGN Amgen Inc. | 1.48% | 70,551 | $19.9M | Reduce -0.6% |
| NFLX Netflix Inc. | 1.45% | 16,293 | $19.5M | Add +69.4% |
| UNH Unitedhealth Group Inc. | 1.37% | 53,313 | $18.4M | Reduce -0.8% |
| UBER Uber Technologies Inc. | 1.35% | 185,803 | $18.2M | Reduce -0.3% |
| HD Home Depot Inc. | 1.25% | 41,637 | $16.9M | Reduce -0.3% |
| ADBE Adobe Inc. | 1.24% | 47,249 | $16.7M | Reduce -0.2% |
| ACN Accenture PLC Class A | 1.22% | 66,767 | $16.5M | Reduce -9.3% |
| MCD McDonald's Corp. | 1.16% | 51,389 | $15.6M | Reduce -0.1% |
| MDLZ Mondelez International Inc. Class A | 1.15% | 248,566 | $15.5M | Reduce -0.6% |
| USB US Bancorp | 1.15% | 321,177 | $15.5M | Reduce -0.8% |
| PEP Pepsico Inc. | 1.11% | 106,417 | $14.9M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 1.11% | 61,248 | $14.9M | Reduce -3.2% |
| ITW Illinois Tool Works | 1.08% | 55,508 | $14.5M | Reduce -0.6% |
| CNI Canadian Natl Railway Co. | 1.07% | 152,200 | $14.4M | Reduce -18.7% |
| NEE Nextera Energy Inc. | 1.06% | 188,083 | $14.2M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.02% | 120,047 | $13.7M | Add +0.1% |
| CDNS Cadence Design SYS Inc. | 0.95% | 36,410 | $12.8M | Reduce -0.3% |
| PAYX Paychex Inc. | 0.94% | 99,607 | $12.6M | Add +23.9% |
| COF Capital One Financial Corp. | 0.77% | 48,655 | $10.3M | New |
| SNPS Synopsys Inc. | 0.69% | 18,917 | $9.3M | Reduce -0.3% |
| SPOT Spotify Technology SA | 0.63% | 12,190 | $8.5M | New |
| WDAY Workday Inc. Class A | 0.47% | 26,100 | $6.3M | No change |
| ISRG Intuitive Surgical Inc. | 0.39% | 11,600 | $5.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 875 | $525K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 892 | $433K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 691 | $339K | New |
| SYK Stryker Corp. | 0.02% | 880 | $325K | No change |
| MRK Merck & Co. Inc. | 0.02% | 3,628 | $304K | Reduce -1.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,841 | $295K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,729 | $291K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 2,662 | $290K | New |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $286K | No change |
| PAAS Pan American Silver Corp. | 0.02% | 7,381 | $286K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 351 | $280K | New |
| XLV SS Health Care Select Sector | 0.02% | 1,880 | $262K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $261K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $249K | No change |
| TXN Texas Instruments Inc. | 0.02% | 1,271 | $234K | No change |
| CAT Caterpillar Inc. | 0.02% | 474 | $226K | New |
| ADSK Autodesk Inc. | 0.02% | 698 | $222K | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 2,271 | $217K | Reduce -14.0% |
Portfolio Sells Q2 2025 → Q3 2025
| ZTS Zoetis Inc. | Reduce -37.5% | 1.50% | −1.20 |
| CVX Chevron Corp. | Sold out | 0.00% | −1.09 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.79 |
| ADP Automatic Data Processing | Reduce -4.3% | 4.15% | −0.66 |
| QCOM Qualcomm Inc. | Reduce -27.2% | 1.66% | −0.64 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.51 |
| ACN Accenture PLC Class A | Reduce -9.3% | 1.22% | −0.50 |
| CNI Canadian Natl Railway Co. | Reduce -18.7% | 1.07% | −0.46 |
| PM Philip Morris International | Reduce -0.5% | 1.94% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 4.65% | −0.34 |
| ABT Abbott Laboratories | Reduce -0.4% | 4.22% | −0.32 |
| V Visa Inc. Class A | Reduce -0.2% | 2.58% | −0.26 |
| ADBE Adobe Inc. | Reduce -0.2% | 1.24% | −0.20 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.6% | 1.15% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 2.56% | −0.16 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 2.89% | −0.14 |
| AMGN Amgen Inc. | Reduce -0.6% | 1.48% | −0.07 |
| SNPS Synopsys Inc. | Reduce -0.3% | 0.69% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -0.5% | 1.51% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.1% | 1.16% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -0.3% | 1.35% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.6% | 1.08% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -14.0% | 0.02% | −0.00 |
| PEP Pepsico Inc. | Reduce -0.8% | 1.11% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -1.5% | 0.02% | −0.00 |
| USB US Bancorp | Reduce -0.8% | 1.15% | +0.00 |
| HD Home Depot Inc. | Reduce -0.3% | 1.25% | +0.05 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 1.37% | +0.05 |
| CDNS Cadence Design SYS Inc. | Reduce -0.3% | 0.95% | +0.07 |
| PH Parker Hannifin Corp. | Reduce -0.4% | 3.39% | +0.08 |
| BLK BlackRock Finance Inc. | Reduce -0.6% | 1.88% | +0.08 |
| NVDA Nvidia Corp. | Reduce -8.2% | 4.76% | +0.13 |
| BX Blackstone Inc. | Reduce -0.2% | 2.08% | +0.15 |
| FAST Fastenal Co. | Reduce -0.5% | 1.84% | +0.17 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 2.92% | +0.18 |
| JNJ Johnson & Johnson | Reduce -0.8% | 1.57% | +0.19 |
| WSM Williams-Sonoma Inc. | Reduce -0.5% | 1.91% | +0.22 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 1.11% | +0.23 |
| ABBV Abbvie Inc. | Reduce -0.2% | 2.05% | +0.31 |
| AVGO Broadcom Inc. | Reduce -0.1% | 2.83% | +0.33 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.4% | 2.45% | +0.34 |
| APH Amphenol Corp. Class A | Reduce -0.4% | 2.32% | +0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 3.29% | +0.65 |
Portfolio Buys Q2 2025 → Q3 2025
| NEE Nextera Energy Inc. | New | 1.06% | +1.06 |
| COF Capital One Financial Corp. | New | 0.77% | +0.77 |
| LLY Eli Lilly & Co. | Add +54.4% | 2.49% | +0.75 |
| SPOT Spotify Technology SA | New | 0.63% | +0.63 |
| INTU Intuit Inc. | Add +91.7% | 1.49% | +0.54 |
| NFLX Netflix Inc. | Add +69.4% | 1.45% | +0.44 |
| AAPL Apple Inc. | Add +5.3% | 1.53% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 2.79% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | New | 0.02% | +0.02 |
| PAYX Paychex Inc. | Add +23.9% | 0.94% | +0.02 |
| CAT Caterpillar Inc. | New | 0.02% | +0.02 |
| MSFT Microsoft Corp. | Add +1.4% | 6.24% | +0.00 |
| DIS The Walt Disney Co. | Add +0.1% | 1.02% | −0.14 |
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 |