First Long Island Investors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), First Long Island Investors, LLC reported 74 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Amazon.com (AMZN, 4.9%) and Nvidia (NVDA, 4.7%). Compared with Q3 2025, it opened 7 new positions, sold out of 2, added to 35 and reduced 15. The biggest buy was Eli Lilly (LLY, shares +1%) and the biggest sale an exit from Synopsys (SNPS).

Most Recent 13F
Q2 2026
Location
JERICHO, NY
CIK
0001490429
Portfolio Value
$1.4B (Q4 2025)
SEC Filing
0001490429-26-000001 ↗ filed Feb 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.4B $1.4B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 74 stocks · $1.4B
MSFT Microsoft Corp. 5.71% 160,959 $77.8M Reduce -0.7%
AMZN Amazon.com Inc. 4.86% 286,944 $66.2M Add +0.7%
NVDA Nvidia Corp. 4.75% 347,097 $64.7M Add +1.2%
GOOGL Alphabet Inc. Class A 4.20% 182,777 $57.2M Add +0.4%
ABT Abbott Laboratories 3.92% 425,997 $53.4M Add +0.5%
PH Parker Hannifin Corp. 3.90% 60,524 $53.2M Add +0.7%
ADP Automatic Data Processing 3.62% 192,016 $49.4M Add +1.0%
LLY Eli Lilly & Co. 3.49% 44,228 $47.5M Add +0.9%
AVGO Broadcom Inc. 3.04% 119,635 $41.4M Add +3.7%
LOW Lowe's Cos Inc. 2.78% 157,373 $38.0M Add +0.7%
JPM JPMorgan Chase & Co. 2.78% 117,427 $37.8M Reduce -1.1%
MA Mastercard Inc. Class A 2.74% 65,494 $37.4M Reduce -4.1%
V Visa Inc. Class A 2.67% 103,816 $36.4M Add +2.2%
TSM Taiwan Semiconductor-SP ADR 2.63% 118,083 $35.9M Add +0.2%
APH Amphenol Corp. Class A 2.54% 256,403 $34.7M Add +1.8%
META Meta Platforms Inc. Class A 2.29% 47,321 $31.2M Add +0.8%
ABBV Abbvie Inc. 2.01% 119,701 $27.4M Add +0.4%
PM Philip Morris International 1.90% 161,128 $25.8M Add +0.4%
BX Blackstone Inc. 1.86% 164,891 $25.4M Add +0.7%
JNJ Johnson & Johnson 1.73% 113,956 $23.6M Add +0.2%
WSM Williams-Sonoma Inc. 1.73% 131,949 $23.6M Add +0.3%
BLK BlackRock Finance Inc. 1.71% 21,719 $23.2M Add +0.4%
AMGN Amgen Inc. 1.70% 70,637 $23.1M Add +0.1%
QCOM Qualcomm Inc. 1.69% 134,379 $23.0M Add +0.3%
FAST Fastenal Co. 1.49% 506,022 $20.3M Add +0.4%
AAPL Apple Inc. 1.44% 72,102 $19.6M Reduce -10.5%
UBER Uber Technologies Inc. 1.41% 234,895 $19.2M Add +26.4%
INTU Intuit Inc. 1.40% 28,746 $19.0M Reduce -2.0%
GOOG Alphabet Inc. Class C 1.33% 57,711 $18.1M Reduce -5.8%
ETN Eaton Corp. PLC 1.29% 55,359 $17.6M Add +2.1%
UNH Unitedhealth Group Inc. 1.29% 53,211 $17.6M Reduce -0.2%
USB US Bancorp 1.26% 321,594 $17.2M Add +0.1%
ACN Accenture PLC Class A 1.25% 63,269 $17.0M Reduce -5.2%
ADBE Adobe Inc. 1.22% 47,546 $16.6M Add +0.6%
ZTS Zoetis Inc. 1.21% 131,282 $16.5M Reduce -4.9%
CDNS Cadence Design SYS Inc. 1.18% 51,642 $16.1M Add +41.8%
MCD McDonald's Corp. 1.16% 51,522 $15.7M Add +0.3%
NEE Nextera Energy Inc. 1.11% 188,417 $15.1M Add +0.2%
PEP Pepsico Inc. 1.11% 105,328 $15.1M Reduce -1.0%
NFLX Netflix Inc. 1.10% 160,090 $15.0M Reduce -1.7%
HD Home Depot Inc. 1.06% 41,819 $14.4M Add +0.4%
CNI Canadian Natl Railway Co. 1.03% 141,486 $14.0M Reduce -7.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.01% 121,197 $13.8M Add +1.0%
ITW Illinois Tool Works 1.01% 55,680 $13.7M Add +0.3%
PAYX Paychex Inc. 0.98% 119,611 $13.4M Add +20.1%
MDLZ Mondelez International Inc. Class A 0.91% 230,842 $12.4M Reduce -7.1%
COF Capital One Financial Corp. 0.88% 49,324 $12.0M Add +1.4%
FICO Fair Isaac Corp. 0.65% 5,240 $8.9M New
SPOT Spotify Technology SA 0.50% 11,668 $6.8M Reduce -4.3%
ISRG Intuitive Surgical Inc. 0.48% 11,600 $6.6M No change
VIG Vanguard Dividend Apprec ETF 0.41% 25,140 $5.5M New
IVV iShares Core S&P 500 ETF 0.09% 1,850 $1.3M New
SCHW Schwab (charles) Corp. 0.05% 6,403 $640K Add +181.9%
QQQ Invesco QQQ Trust Series 1 0.04% 875 $538K No change
TMO Thermo Fisher Scientific Inc. 0.04% 892 $517K No change
PAAS Pan American Silver Corp. 0.03% 7,381 $382K No change
MRK Merck & Co. Inc. 0.03% 3,628 $382K No change
AZN Astrazeneca PLC-Spons ADR 0.03% 3,841 $353K No change
CRWD CrowdStrike Holdings Inc. Class A 0.02% 691 $324K No change
IQV Iqvia Holdings Inc. 0.02% 1,422 $321K New
SYK Stryker Corp. 0.02% 880 $309K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 2,662 $309K No change
GS Goldman Sachs Group Inc. 0.02% 351 $309K No change
AEM Agnico Eagle Mines Ltd. 0.02% 1,729 $293K No change
ICE Intercontinental Exchange Inc. 0.02% 1,700 $275K No change
CAT Caterpillar Inc. 0.02% 474 $272K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 1,693 $260K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 890 $258K No change
PRF Invesco Rafi US 1000 ETF 0.02% 5,500 $258K No change
XLV SS Health Care Select Sector 0.02% 1,579 $244K Reduce -16.0%
COO Cooper Cos Inc. 0.02% 2,818 $231K New
ROP Roper Technologies Inc. 0.02% 504 $224K New
TXN Texas Instruments Inc. 0.02% 1,271 $221K No change
ADSK Autodesk Inc. 0.02% 698 $207K No change

Portfolio Sells Q3 2025 → Q4 2025
SNPS Synopsys Inc. Sold out 0.00% −0.69
MSFT Microsoft Corp. Reduce -0.7% 5.71% −0.53
WDAY Workday Inc. Class A Sold out 0.00% −0.47
NFLX Netflix Inc. Reduce -1.7% 1.10% −0.35
ZTS Zoetis Inc. Reduce -4.9% 1.21% −0.29
MDLZ Mondelez International Inc. Class A Reduce -7.1% 0.91% −0.24
MA Mastercard Inc. Class A Reduce -4.1% 2.74% −0.15
SPOT Spotify Technology SA Reduce -4.3% 0.50% −0.14
INTU Intuit Inc. Reduce -2.0% 1.40% −0.09
AAPL Apple Inc. Reduce -10.5% 1.44% −0.09
UNH Unitedhealth Group Inc. Reduce -0.2% 1.29% −0.08
CNI Canadian Natl Railway Co. Reduce -7.0% 1.03% −0.04
JPM JPMorgan Chase & Co. Reduce -1.1% 2.78% −0.01
PEP Pepsico Inc. Reduce -1.0% 1.11% −0.00
XLV SS Health Care Select Sector Reduce -16.0% 0.02% −0.00
ACN Accenture PLC Class A Reduce -5.2% 1.25% +0.02
GOOG Alphabet Inc. Class C Reduce -5.8% 1.33% +0.22

Portfolio Buys Q3 2025 → Q4 2025
LLY Eli Lilly & Co. Add +0.9% 3.49% +1.00
GOOGL Alphabet Inc. Class A Add +0.4% 4.20% +0.91
FICO Fair Isaac Corp. New 0.65% +0.65
PH Parker Hannifin Corp. Add +0.7% 3.90% +0.52
VIG Vanguard Dividend Apprec ETF New 0.41% +0.41
CDNS Cadence Design SYS Inc. Add +41.8% 1.18% +0.23
APH Amphenol Corp. Class A Add +1.8% 2.54% +0.22
AMGN Amgen Inc. Add +0.1% 1.70% +0.22
AVGO Broadcom Inc. Add +3.7% 3.04% +0.21
AMZN Amazon.com Inc. Add +0.7% 4.86% +0.21
TSM Taiwan Semiconductor-SP ADR Add +0.2% 2.63% +0.18
JNJ Johnson & Johnson Add +0.2% 1.73% +0.16
COF Capital One Financial Corp. Add +1.4% 0.88% +0.11
USB US Bancorp Add +0.1% 1.26% +0.10
IVV iShares Core S&P 500 ETF New 0.09% +0.09
V Visa Inc. Class A Add +2.2% 2.67% +0.09
UBER Uber Technologies Inc. Add +26.4% 1.41% +0.05
NEE Nextera Energy Inc. Add +0.2% 1.11% +0.05
PAYX Paychex Inc. Add +20.1% 0.98% +0.05
SCHW Schwab (charles) Corp. Add +181.9% 0.05% +0.03
QCOM Qualcomm Inc. Add +0.3% 1.69% +0.03
IQV Iqvia Holdings Inc. New 0.02% +0.02
TJX TJX Companies Inc. New 0.02% +0.02
COO Cooper Cos Inc. New 0.02% +0.02
ROP Roper Technologies Inc. New 0.02% +0.02
MCD McDonald's Corp. Add +0.3% 1.16% −0.01
NVDA Nvidia Corp. Add +1.2% 4.75% −0.01
DIS The Walt Disney Co. Add +1.0% 1.01% −0.01
ADBE Adobe Inc. Add +0.6% 1.22% −0.02
PM Philip Morris International Add +0.4% 1.90% −0.04
ABBV Abbvie Inc. Add +0.4% 2.01% −0.05
ITW Illinois Tool Works Add +0.3% 1.01% −0.07
LOW Lowe's Cos Inc. Add +0.7% 2.78% −0.14
BLK BlackRock Finance Inc. Add +0.4% 1.71% −0.17
WSM Williams-Sonoma Inc. Add +0.3% 1.73% −0.18
HD Home Depot Inc. Add +0.4% 1.06% −0.20
ETN Eaton Corp. PLC Add +2.1% 1.29% −0.22
BX Blackstone Inc. Add +0.7% 1.86% −0.22
META Meta Platforms Inc. Class A Add +0.8% 2.29% −0.27
ABT Abbott Laboratories Add +0.5% 3.92% −0.31
FAST Fastenal Co. Add +0.4% 1.49% −0.35
ADP Automatic Data Processing Add +1.0% 3.62% −0.53

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$1.4BAPH, NVDA, AMZN, MSFT, GOOGL
Q1 2026 70$1.2BNVDA, MSFT, AMZN, PH, GOOGL
Q4 2025 74$1.4BMSFT, AMZN, NVDA, GOOGL, ABT
Q3 2025 69$1.3BMSFT, NVDA, AMZN, ABT, ADP
Q2 2025 65$1.3BMSFT, AMZN, ADP, NVDA, ABT
Q1 2025 65$1.2BADP, MSFT, ABT, UNH, AMZN
Q4 2024 66$1.3BMSFT, AMZN, ADP, UNH, NVDA
Q3 2024 69$1.3BMSFT, UNH, ADP, AMZN, ABT
Q2 2024 66$1.2BMSFT, AMZN, UNH, NVDA, ADP
Q1 2024 64$1.2BMSFT, AMZN, NVDA, ADP, UNH