First Long Island Investors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), First Long Island Investors, LLC reported 70 stock positions worth $1.2 billion. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Amazon.com (AMZN, 4.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 8, added to 11 and reduced 37. The biggest buy was a new position in London Stock Ex Grp ADR Spon (LSEGY) and the biggest sale Automatic Data Processing (ADP, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001490429-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 70 stocks · $1.2B
| NVDA Nvidia Corp. | 4.90% | 346,104 | $60.4M | Reduce -0.3% |
| MSFT Microsoft Corp. | 4.81% | 160,039 | $59.2M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 4.64% | 274,786 | $57.2M | Reduce -4.2% |
| PH Parker Hannifin Corp. | 4.36% | 60,040 | $53.8M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 4.06% | 174,196 | $50.1M | Reduce -4.7% |
| APH Amphenol Corp. Class A | 3.70% | 360,767 | $45.6M | Add +40.7% |
| V Visa Inc. Class A | 3.51% | 143,050 | $43.2M | Add +37.8% |
| LLY Eli Lilly & Co. | 3.29% | 44,075 | $40.5M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 3.21% | 117,078 | $39.6M | Reduce -0.8% |
| ABT Abbott Laboratories | 3.18% | 381,973 | $39.2M | Reduce -10.3% |
| AVGO Broadcom Inc. | 3.00% | 119,312 | $36.9M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 2.99% | 156,029 | $36.9M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 2.78% | 116,308 | $34.2M | Reduce -0.9% |
| MA Mastercard Inc. Class A | 2.65% | 65,357 | $32.7M | Reduce -0.2% |
| AAPL Apple Inc. | 2.35% | 114,242 | $29.0M | Add +58.4% |
| META Meta Platforms Inc. Class A | 2.26% | 48,628 | $27.8M | Add +2.8% |
| JNJ Johnson & Johnson | 2.23% | 112,213 | $27.4M | Reduce -1.5% |
| PM Philip Morris International | 2.14% | 159,206 | $26.3M | Reduce -1.2% |
| ABBV Abbvie Inc. | 2.09% | 118,369 | $25.7M | Reduce -1.1% |
| AMGN Amgen Inc. | 2.00% | 69,987 | $24.6M | Reduce -0.9% |
| WSM Williams-Sonoma Inc. | 1.93% | 130,608 | $23.8M | Reduce -1.0% |
| FAST Fastenal Co. | 1.88% | 500,240 | $23.2M | Reduce -1.1% |
| ADP Automatic Data Processing | 1.81% | 109,717 | $22.3M | Reduce -42.9% |
| BLK BlackRock Finance Inc. | 1.68% | 21,467 | $20.6M | Reduce -1.2% |
| UBER Uber Technologies Inc. | 1.65% | 281,940 | $20.3M | Add +20.0% |
| ETN Eaton Corp. PLC | 1.60% | 55,013 | $19.7M | Reduce -0.6% |
| BX Blackstone Inc. | 1.53% | 164,312 | $18.9M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 1.41% | 187,315 | $17.4M | Reduce -0.6% |
| QCOM Qualcomm Inc. | 1.39% | 132,756 | $17.1M | Reduce -1.2% |
| FICO Fair Isaac Corp. | 1.35% | 15,626 | $16.7M | Add +198.2% |
| USB US Bancorp | 1.34% | 318,588 | $16.6M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.34% | 57,695 | $16.6M | Reduce -0.0% |
| PEP Pepsico Inc. | 1.32% | 104,734 | $16.3M | Reduce -0.6% |
| MCD McDonald's Corp. | 1.29% | 50,998 | $15.8M | Reduce -1.0% |
| CNI Canadian Natl Railway Co. | 1.25% | 150,434 | $15.5M | Add +6.3% |
| LSEGY London Stock Ex Grp ADR Spon | 1.17% | 484,756 | $14.5M | New |
| ITW Illinois Tool Works | 1.16% | 55,023 | $14.3M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 1.16% | 52,640 | $14.2M | Reduce -1.1% |
| INTU Intuit Inc. | 1.12% | 31,873 | $13.8M | Add +10.9% |
| HD Home Depot Inc. | 1.10% | 41,361 | $13.6M | Reduce -1.1% |
| ZTS Zoetis Inc. | 1.04% | 108,517 | $12.8M | Reduce -17.3% |
| SPOT Spotify Technology SA | 1.01% | 25,616 | $12.4M | Add +119.5% |
| PAYX Paychex Inc. | 0.95% | 127,152 | $11.7M | Add +6.3% |
| COF Capital One Financial Corp. | 0.87% | 58,666 | $10.7M | Add +18.9% |
| NFLX Netflix Inc. | 0.75% | 96,160 | $9.2M | Reduce -39.9% |
| GEV GE Vernova Inc. | 0.73% | 10,287 | $9.0M | New |
| SNPS Synopsys Inc. | 0.69% | 21,475 | $8.5M | New |
| ISRG Intuitive Surgical Inc. | 0.43% | 11,600 | $5.3M | No change |
| CDNS Cadence Design SYS Inc. | 0.37% | 16,329 | $4.5M | Reduce -68.4% |
| SCHW Schwab (charles) Corp. | 0.05% | 5,953 | $559K | Reduce -7.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 875 | $505K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 892 | $438K | No change |
| PAAS Pan American Silver Corp. | 0.03% | 7,381 | $403K | No change |
| AZN Astrazeneca PLC | 0.03% | 1,920 | $379K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.03% | 1,729 | $351K | No change |
| CAT Caterpillar Inc. | 0.03% | 474 | $336K | No change |
| MRK Merck & Co. Inc. | 0.03% | 2,666 | $321K | Reduce -26.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 2,662 | $316K | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 351 | $297K | No change |
| SYK Stryker Corp. | 0.02% | 880 | $289K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 691 | $270K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $267K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $261K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $256K | No change |
| TXN Texas Instruments Inc. | 0.02% | 1,271 | $247K | No change |
| IQV Iqvia Holdings Inc. | 0.02% | 1,422 | $243K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,579 | $231K | No change |
| MSI Motorola Solutions Inc. | 0.02% | 488 | $212K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 1,314 | $210K | Reduce -22.4% |
| COO Cooper Cos Inc. | 0.02% | 2,818 | $201K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ADP Automatic Data Processing | Reduce -42.9% | 1.81% | −1.81 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.25 |
| ADBE Adobe Inc. | Sold out | 0.00% | −1.22 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.01 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.91 |
| MSFT Microsoft Corp. | Reduce -0.6% | 4.81% | −0.90 |
| CDNS Cadence Design SYS Inc. | Reduce -68.4% | 0.37% | −0.82 |
| ABT Abbott Laboratories | Reduce -10.3% | 3.18% | −0.73 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.41 |
| NFLX Netflix Inc. | Reduce -39.9% | 0.75% | −0.35 |
| BX Blackstone Inc. | Reduce -0.3% | 1.53% | −0.33 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 1.39% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 4.64% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 3.29% | −0.20 |
| ZTS Zoetis Inc. | Reduce -17.3% | 1.04% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 1.16% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -4.7% | 4.06% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.65% | −0.09 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.09 |
| AVGO Broadcom Inc. | Reduce -0.3% | 3.00% | −0.04 |
| BLK BlackRock Finance Inc. | Reduce -1.2% | 1.68% | −0.03 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.02 |
| TJX TJX Companies Inc. | Reduce -22.4% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -26.5% | 0.03% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -7.0% | 0.05% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 2.78% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 1.34% | +0.01 |
| HD Home Depot Inc. | Reduce -1.1% | 1.10% | +0.05 |
| ABBV Abbvie Inc. | Reduce -1.1% | 2.09% | +0.08 |
| USB US Bancorp | Reduce -0.9% | 1.34% | +0.09 |
| MCD McDonald's Corp. | Reduce -1.0% | 1.29% | +0.13 |
| NVDA Nvidia Corp. | Reduce -0.3% | 4.90% | +0.15 |
| ITW Illinois Tool Works | Reduce -1.2% | 1.16% | +0.16 |
| WSM Williams-Sonoma Inc. | Reduce -1.0% | 1.93% | +0.20 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 2.99% | +0.21 |
| PEP Pepsico Inc. | Reduce -0.6% | 1.32% | +0.21 |
| PM Philip Morris International | Reduce -1.2% | 2.14% | +0.24 |
| AMGN Amgen Inc. | Reduce -0.9% | 2.00% | +0.30 |
| NEE Nextera Energy Inc. | Reduce -0.6% | 1.41% | +0.30 |
| ETN Eaton Corp. PLC | Reduce -0.6% | 1.60% | +0.30 |
| FAST Fastenal Co. | Reduce -1.1% | 1.88% | +0.39 |
| PH Parker Hannifin Corp. | Reduce -0.8% | 4.36% | +0.46 |
| JNJ Johnson & Johnson | Reduce -1.5% | 2.23% | +0.50 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.8% | 3.21% | +0.58 |
Portfolio Buys Q4 2025 → Q1 2026
| LSEGY London Stock Ex Grp ADR Spon | New | 1.17% | +1.17 |
| APH Amphenol Corp. Class A | Add +40.7% | 3.70% | +1.16 |
| AAPL Apple Inc. | Add +58.4% | 2.35% | +0.91 |
| V Visa Inc. Class A | Add +37.8% | 3.51% | +0.84 |
| GEV GE Vernova Inc. | New | 0.73% | +0.73 |
| FICO Fair Isaac Corp. | Add +198.2% | 1.35% | +0.70 |
| SNPS Synopsys Inc. | New | 0.69% | +0.69 |
| SPOT Spotify Technology SA | Add +119.5% | 1.01% | +0.51 |
| UBER Uber Technologies Inc. | Add +20.0% | 1.65% | +0.24 |
| CNI Canadian Natl Railway Co. | Add +6.3% | 1.25% | +0.23 |
| MSI Motorola Solutions Inc. | New | 0.02% | +0.02 |
| COF Capital One Financial Corp. | Add +18.9% | 0.87% | −0.01 |
| PAYX Paychex Inc. | Add +6.3% | 0.95% | −0.03 |
| META Meta Platforms Inc. Class A | Add +2.8% | 2.26% | −0.03 |
| INTU Intuit Inc. | Add +10.9% | 1.12% | −0.28 |
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 |