Puzo Michael J
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Puzo Michael J reported 66 stock positions worth $387.9 million. Its top holding was Advanced Micro Devices (AMD) at 7.2% of the portfolio, followed by Alphabet Class A (GOOGL, 6.3%) and Nvidia (NVDA, 5.4%). Compared with Q1 2026, it opened 4 new positions, sold out of 5, added to 13 and reduced 36. The biggest buy was Eli Lilly (LLY, shares +7%) and the biggest sale Chevron (CVX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001053914
- Portfolio Value
- $387.9M (Q2 2026)
- SEC Filing
- 0001053914-26-000005 ↗ filed Aug 11, 2026
Holdings Value
Holdings 66 stocks · $387.9M
| AMD Advanced Micro Devices | 7.23% | 48,290 | $28.1M | Reduce -11.0% |
| GOOGL Alphabet Inc. Class A | 6.26% | 67,922 | $24.3M | Reduce -8.8% |
| NVDA Nvidia Corp. | 5.39% | 104,542 | $20.9M | Reduce -2.4% |
| AAPL Apple Inc. | 5.24% | 70,293 | $20.3M | Reduce -3.6% |
| AMAT Applied Materials Inc. | 4.67% | 25,035 | $18.1M | Reduce -2.1% |
| ADI Analog Devices Inc. | 4.43% | 43,236 | $17.2M | Reduce -10.4% |
| JNJ Johnson & Johnson | 3.90% | 59,597 | $15.1M | Reduce -2.6% |
| MSFT Microsoft Corp. | 3.70% | 38,446 | $14.3M | Add +1.1% |
| AMZN Amazon.com Inc. | 3.68% | 59,827 | $14.3M | Add +0.4% |
| MA Mastercard Inc. Class A | 3.32% | 25,086 | $12.9M | Add +0.9% |
| RTX RTX Corp. | 3.32% | 67,846 | $12.9M | Reduce -4.0% |
| ROK Rockwell Automation Inc. | 3.26% | 25,511 | $12.6M | Reduce -2.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.04% | 77,779 | $11.8M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 2.90% | 9,392 | $11.3M | Add +6.5% |
| SBGSY Schneider Elect SE-Unsp ADR | 2.86% | 170,477 | $11.1M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 2.52% | 66,746 | $9.8M | Reduce -1.5% |
| ADP Automatic Data Processing | 2.27% | 39,376 | $8.8M | Reduce -1.4% |
| HD Home Depot Inc. | 2.25% | 24,726 | $8.7M | Add +0.4% |
| DHR Danaher Corp. | 2.22% | 45,274 | $8.6M | Reduce -1.1% |
| ABT Abbott Laboratories | 2.14% | 91,512 | $8.3M | Reduce -0.4% |
| VRTX Vertex Pharmaceuticals Inc. | 2.04% | 15,907 | $7.9M | Add +3.2% |
| XYL Xylem Inc. | 1.99% | 65,331 | $7.7M | Reduce -0.2% |
| ATR Aptargroup Inc. | 1.94% | 60,108 | $7.5M | Reduce -10.1% |
| CVX Chevron Corp. | 1.90% | 44,480 | $7.4M | Reduce -0.3% |
| AXP American Express Co. | 1.69% | 19,362 | $6.5M | Add +18.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.54% | 8 | $6.0M | Reduce -11.1% |
| CNI Canadian Natl Railway Co. | 1.52% | 49,603 | $5.9M | Reduce -5.9% |
| UBER Uber Technologies Inc. | 1.41% | 75,833 | $5.5M | Add +10.6% |
| SCHW Schwab (charles) Corp. | 1.32% | 55,627 | $5.1M | Add +12.3% |
| XOM Exxon Mobil Corp. | 1.15% | 32,671 | $4.5M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.96% | 9,864 | $3.7M | Add +79.1% |
| WCN Waste Connections Inc. | 0.91% | 21,257 | $3.5M | Add +149.3% |
| NEE Nextera Energy Inc. | 0.69% | 30,272 | $2.7M | Add +172.3% |
| MUNICH RE GROUP | 0.64% | 4,436 | $2.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 4,485 | $2.2M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.57% | 17,353 | $2.2M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.57% | 8,766 | $2.2M | Reduce -7.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.46% | 915 | $1.8M | Reduce -0.5% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.32% | 23,940 | $1.2M | Reduce -0.0% |
| CAT Caterpillar Inc. | 0.29% | 1,050 | $1.1M | Reduce -6.7% |
| EMR Emerson Electric Co. | 0.26% | 6,987 | $1.0M | No change |
| WMT Walmart Inc. | 0.21% | 7,200 | $815K | No change |
| DE Deere & Co. | 0.17% | 1,010 | $641K | Reduce -6.5% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.16% | 3,500 | $618K | No change |
| UNP Union Pacific Corp. | 0.16% | 2,245 | $611K | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,415 | $588K | Reduce -87.7% |
| GOOG Alphabet Inc. Class C | 0.14% | 1,560 | $551K | No change |
| FISV Fiserv Inc. | 0.14% | 11,110 | $545K | Reduce -74.7% |
| INTC Intel Corp. | 0.12% | 3,332 | $465K | New |
| PEP Pepsico Inc. | 0.11% | 3,200 | $433K | Reduce -40.5% |
| SHEL Shell PLC-ADR | 0.11% | 5,450 | $423K | No change |
| WFC Wells Fargo & Co. | 0.11% | 5,000 | $413K | No change |
| CP Canadian Pacific Kansas City | 0.10% | 4,639 | $402K | Add +43.1% |
| V Visa Inc. Class A | 0.10% | 1,150 | $395K | No change |
| FXAIX Fidelity 500 Index Fund | 0.10% | 1,442 | $377K | No change |
| FNCMX Fidelity Nasdaq Compos Indx | 0.09% | 1,103 | $368K | No change |
| CSCO Cisco Systems Inc. | 0.09% | 3,060 | $359K | No change |
| KO The Coca-Cola Co. | 0.08% | 3,920 | $319K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 545 | $307K | Reduce -11.4% |
| GILD Gilead Sciences Inc. | 0.06% | 1,976 | $250K | No change |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm filed as VANGUARD SMALL CAP INDEX ADMIRAL SHARES | 0.06% | 1,700 | $247K | Reduce -50.0% |
| GLW Corning Inc. | 0.06% | 950 | $243K | New |
| CARR Carrier Global Corp. | 0.06% | 3,285 | $241K | Reduce -85.3% |
| JPM JPMorgan Chase & Co. | 0.06% | 700 | $229K | Reduce -52.0% |
| DOV Dover Corp. | 0.05% | 900 | $202K | New |
| GQGIX GQG Part Emerg MKTS Eq-Inst | 0.05% | 10,400 | $193K | New |
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -0.3% | 1.90% | −0.79 |
| UNH Unitedhealth Group Inc. | Reduce -87.7% | 0.15% | −0.75 |
| RTX RTX Corp. | Reduce -4.0% | 3.32% | −0.65 |
| TJX TJX Companies Inc. | Reduce -0.8% | 3.04% | −0.61 |
| ABT Abbott Laboratories | Reduce -0.4% | 2.14% | −0.60 |
| FISV Fiserv Inc. | Reduce -74.7% | 0.14% | −0.57 |
| ATR Aptargroup Inc. | Reduce -10.1% | 1.94% | −0.51 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 1.15% | −0.48 |
| JNJ Johnson & Johnson | Reduce -2.6% | 3.90% | −0.45 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.37 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -11.1% | 1.54% | −0.34 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 2.52% | −0.33 |
| DHR Danaher Corp. | Reduce -1.1% | 2.22% | −0.30 |
| CARR Carrier Global Corp. | Reduce -85.3% | 0.06% | −0.30 |
| XYL Xylem Inc. | Reduce -0.2% | 1.99% | −0.29 |
| AAPL Apple Inc. | Reduce -3.6% | 5.24% | −0.15 |
| PEP Pepsico Inc. | Reduce -40.5% | 0.11% | −0.13 |
| ADP Automatic Data Processing | Reduce -1.4% | 2.27% | −0.09 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.08 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -52.0% | 0.06% | −0.07 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 0.58% | −0.06 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Reduce -50.0% | 0.06% | −0.06 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.06 |
| CNI Canadian Natl Railway Co. | Reduce -5.9% | 1.52% | −0.05 |
| NVDA Nvidia Corp. | Reduce -2.4% | 5.39% | −0.04 |
| ADI Analog Devices Inc. | Reduce -10.4% | 4.43% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.57% | −0.04 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -0.0% | 0.32% | −0.03 |
| ABBV Abbvie Inc. | Reduce -7.0% | 0.57% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -11.4% | 0.08% | −0.02 |
| DE Deere & Co. | Reduce -6.5% | 0.17% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.16% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -8.8% | 6.26% | +0.02 |
| CAT Caterpillar Inc. | Reduce -6.7% | 0.29% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.5% | 0.46% | +0.11 |
| SBGSY Schneider Elect SE-Unsp ADR | Reduce -0.7% | 2.86% | +0.14 |
| ROK Rockwell Automation Inc. | Reduce -2.2% | 3.26% | +0.53 |
| AMAT Applied Materials Inc. | Reduce -2.1% | 4.67% | +2.12 |
| AMD Advanced Micro Devices | Reduce -11.0% | 7.23% | +4.02 |
Portfolio Buys Q1 2026 → Q2 2026
| LLY Eli Lilly & Co. | Add +6.5% | 2.90% | +0.54 |
| WCN Waste Connections Inc. | Add +149.3% | 0.91% | +0.51 |
| AVGO Broadcom Inc. | Add +79.1% | 0.96% | +0.46 |
| NEE Nextera Energy Inc. | Add +172.3% | 0.69% | +0.38 |
| AXP American Express Co. | Add +18.9% | 1.69% | +0.25 |
| INTC Intel Corp. | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | Add +0.4% | 3.68% | +0.06 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| DOV Dover Corp. | New | 0.05% | +0.05 |
| GQGIX GQG Part Emerg MKTS Eq-Inst | New | 0.05% | +0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Add +3.2% | 2.04% | +0.03 |
| CP Canadian Pacific Kansas City | Add +43.1% | 0.10% | +0.03 |
| UBER Uber Technologies Inc. | Add +10.6% | 1.41% | −0.03 |
| SCHW Schwab (charles) Corp. | Add +12.3% | 1.32% | −0.03 |
| HD Home Depot Inc. | Add +0.4% | 2.25% | −0.11 |
| MA Mastercard Inc. Class A | Add +0.9% | 3.32% | −0.30 |
| MSFT Microsoft Corp. | Add +1.1% | 3.70% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $387.9M | AMD, GOOGL, NVDA, AAPL, AMAT |
| Q1 2026 | 67 | $343.4M | GOOGL, NVDA, AAPL, ADI, JNJ |
| Q4 2025 | 71 | $367.3M | GOOGL, AAPL, NVDA, MSFT, MA |
| Q3 2025 | 71 | $366.6M | GOOGL, NVDA, AAPL, MSFT, MA |
| Q2 2025 | 71 | $351.0M | NVDA, MSFT, AAPL, GOOGL, MA |
| Q1 2025 | 73 | $349.0M | AAPL, MA, FISV, MSFT, GOOGL |
| Q4 2024 | 73 | $357.7M | AAPL, GOOGL, NVDA, MA, MSFT |
| Q3 2024 | 76 | $382.5M | AAPL, MSFT, NVDA, GOOGL, MA |
| Q2 2024 | 73 | $360.3M | AAPL, GOOGL, NVDA, MSFT, MA |
| Q1 2024 | 75 | $360.8M | MSFT, GOOGL, AAPL, AMD, MA |