Puzo Michael J
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Puzo Michael J reported 73 stock positions worth $357.7 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Alphabet Class A (GOOGL, 5.0%) and Nvidia (NVDA, 4.7%). Compared with Q3 2024, it opened 2 new positions, sold out of 5, added to 8 and reduced 48. The biggest buy was Salesforce (CRM, shares +643%) and the biggest sale Advanced Micro Devices (AMD, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001053914
- Portfolio Value
- $357.7M (Q4 2024)
- SEC Filing
- 0001494234-25-000004 ↗ filed Feb 13, 2025
Holdings Value
Holdings 73 stocks · $357.7M
| AAPL Apple Inc. | 5.87% | 83,809 | $21.0M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 5.00% | 94,545 | $17.9M | Reduce -4.9% |
| NVDA Nvidia Corp. | 4.72% | 125,674 | $16.9M | Reduce -8.7% |
| MA Mastercard Inc. Class A | 4.51% | 30,658 | $16.1M | Reduce -3.1% |
| MSFT Microsoft Corp. | 4.50% | 38,198 | $16.1M | Reduce -3.3% |
| FISV Fiserv Inc. | 4.28% | 74,521 | $15.3M | Reduce -7.5% |
| ADP Automatic Data Processing | 3.73% | 45,634 | $13.4M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 3.69% | 60,225 | $13.2M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 3.38% | 72,158 | $12.1M | Reduce -4.8% |
| ATR Aptargroup Inc. | 3.24% | 73,754 | $11.6M | Reduce -4.8% |
| ADI Analog Devices Inc. | 3.15% | 52,979 | $11.3M | Reduce -4.7% |
| ABT Abbott Laboratories | 3.12% | 98,569 | $11.1M | Reduce -4.0% |
| DHR Danaher Corp. | 2.91% | 45,302 | $10.4M | Reduce -2.2% |
| JNJ Johnson & Johnson | 2.88% | 71,332 | $10.3M | Reduce -4.6% |
| RTX RTX Corp. | 2.84% | 87,898 | $10.2M | Reduce -4.7% |
| HD Home Depot Inc. | 2.80% | 25,741 | $10.0M | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.75% | 81,372 | $9.8M | Reduce -4.2% |
| ROK Rockwell Automation Inc. | 2.68% | 33,569 | $9.6M | Reduce -1.0% |
| AMD Advanced Micro Devices | 2.62% | 77,682 | $9.4M | Reduce -3.6% |
| CNI Canadian Natl Railway Co. | 2.43% | 85,759 | $8.7M | Reduce -5.1% |
| SBGSY Schneider Elect SE-Unsp ADR | 2.35% | 169,510 | $8.4M | Add +0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.28% | 12 | $8.2M | No change |
| UNH Unitedhealth Group Inc. | 2.24% | 15,833 | $8.0M | Reduce -4.8% |
| XYL Xylem Inc. | 2.13% | 65,807 | $7.6M | Reduce -0.8% |
| CARR Carrier Global Corp. | 1.94% | 101,577 | $6.9M | Add +16.1% |
| CVX Chevron Corp. | 1.92% | 47,405 | $6.9M | Reduce -6.1% |
| NSRGY Nestle SA-Spons ADR | 1.74% | 76,114 | $6.2M | Reduce -10.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.59% | 14,109 | $5.7M | Add +15.3% |
| MKC McCormick & Co.-Non VTG SHRS | 1.43% | 66,907 | $5.1M | Add +16.0% |
| BALL Ball Corp. | 1.37% | 88,753 | $4.9M | Add +10.8% |
| XOM Exxon Mobil Corp. | 1.17% | 38,989 | $4.2M | Reduce -0.1% |
| BDX Becton Dickinson and Co. | 1.13% | 17,749 | $4.0M | Reduce -7.4% |
| MUNICH RE GROUP | 0.63% | 4,486 | $2.2M | No change |
| CRM Salesforce Inc. | 0.52% | 5,576 | $1.9M | Add +643.5% |
| ABBV Abbvie Inc. | 0.51% | 10,237 | $1.8M | Reduce -3.9% |
| MRK Merck & Co. Inc. | 0.51% | 18,203 | $1.8M | Reduce -7.6% |
| PEP Pepsico Inc. | 0.48% | 11,187 | $1.7M | Reduce -30.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 3,381 | $1.5M | Reduce -7.5% |
| EMR Emerson Electric Co. | 0.33% | 9,487 | $1.2M | Reduce -3.3% |
| WMT Walmart Inc. | 0.30% | 12,000 | $1.1M | Reduce -9.8% |
| MDT Medtronic PLC | 0.29% | 13,051 | $1.0M | Reduce -63.0% |
| CAT Caterpillar Inc. | 0.27% | 2,710 | $983K | No change |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.24% | 24,225 | $845K | Reduce -10.2% |
| DE Deere & Co. | 0.20% | 1,726 | $731K | No change |
| V Visa Inc. Class A | 0.20% | 2,310 | $730K | Reduce -19.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 830 | $575K | No change |
| UNP Union Pacific Corp. | 0.14% | 2,250 | $513K | Reduce -4.3% |
| LLY Eli Lilly & Co. | 0.14% | 655 | $506K | Reduce -16.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.13% | 5,500 | $473K | Add +10.0% |
| ADBE Adobe Inc. | 0.13% | 1,051 | $467K | Reduce -1.5% |
| RELX Relx PLC - Spon ADR | 0.12% | 9,543 | $433K | Add +48.1% |
| ECL Ecolab Inc. | 0.12% | 1,825 | $428K | Reduce -5.2% |
| INTC Intel Corp. | 0.11% | 20,192 | $405K | Reduce -23.2% |
| AXP American Express Co. | 0.11% | 1,300 | $386K | No change |
| CL Colgate-Palmolive Co. | 0.10% | 4,075 | $370K | Reduce -6.5% |
| WFC Wells Fargo & Co. | 0.10% | 5,000 | $351K | No change |
| SHEL Shell PLC-ADR | 0.10% | 5,450 | $341K | Reduce -28.8% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.10% | 3,500 | $340K | No change |
| FXAIX Fidelity 500 Index Fund | 0.09% | 1,642 | $335K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 1,750 | $333K | Reduce -2.8% |
| FNCMX Fidelity Nasdaq Compos Indx | 0.09% | 1,303 | $319K | No change |
| HON Honeywell International Inc. | 0.09% | 1,373 | $310K | Reduce -5.6% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 3,085 | $300K | Reduce -57.9% |
| TXN Texas Instruments Inc. | 0.08% | 1,500 | $281K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 470 | $275K | New |
| OZK Bank Ozk | 0.08% | 6,145 | $274K | Reduce -9.0% |
| SYY Sysco Corp. | 0.07% | 3,430 | $262K | Reduce -33.7% |
| KO The Coca-Cola Co. | 0.07% | 4,000 | $249K | No change |
| CSCO Cisco Systems Inc. | 0.07% | 4,035 | $239K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 375 | $220K | No change |
| NUE Nucor Corp. | 0.06% | 1,800 | $210K | No change |
| DOV Dover Corp. | 0.06% | 1,100 | $206K | Reduce -38.9% |
| JPM JPMorgan Chase & Co. | 0.06% | 850 | $204K | New |
Portfolio Sells Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | Reduce -3.6% | 2.62% | −0.83 |
| MDT Medtronic PLC | Reduce -63.0% | 0.29% | −0.54 |
| NSRGY Nestle SA-Spons ADR | Reduce -10.7% | 1.74% | −0.51 |
| DHR Danaher Corp. | Reduce -2.2% | 2.91% | −0.46 |
| CNI Canadian Natl Railway Co. | Reduce -5.1% | 2.43% | −0.33 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 2.24% | −0.30 |
| JNJ Johnson & Johnson | Reduce -4.6% | 2.88% | −0.28 |
| PEP Pepsico Inc. | Reduce -30.3% | 0.48% | −0.24 |
| XYL Xylem Inc. | Reduce -0.8% | 2.13% | −0.21 |
| ADI Analog Devices Inc. | Reduce -4.7% | 3.15% | −0.20 |
| NVS Novartis AG-Sponsored ADR | Reduce -57.9% | 0.08% | −0.14 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.13 |
| BDX Becton Dickinson and Co. | Reduce -7.4% | 1.13% | −0.08 |
| NOVOZYMES A S DKK 2.0 | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -7.6% | 0.51% | −0.08 |
| RTX RTX Corp. | Reduce -4.7% | 2.84% | −0.08 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.05 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.8% | 3.38% | −0.05 |
| INTC Intel Corp. | Reduce -23.2% | 0.11% | −0.05 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -10.2% | 0.24% | −0.05 |
| ABBV Abbvie Inc. | Reduce -3.9% | 0.51% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -16.0% | 0.14% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -28.8% | 0.10% | −0.04 |
| DOV Dover Corp. | Reduce -38.9% | 0.06% | −0.03 |
| SYY Sysco Corp. | Reduce -33.7% | 0.07% | −0.03 |
| CVX Chevron Corp. | Reduce -6.1% | 1.92% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 1.17% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -6.5% | 0.10% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.5% | 0.13% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.5% | 0.43% | −0.01 |
| ECL Ecolab Inc. | Reduce -5.2% | 0.12% | −0.01 |
| UNP Union Pacific Corp. | Reduce -4.3% | 0.14% | −0.01 |
| ATR Aptargroup Inc. | Reduce -4.8% | 3.24% | −0.01 |
| V Visa Inc. Class A | Reduce -19.9% | 0.20% | −0.00 |
| OZK Bank Ozk | Reduce -9.0% | 0.08% | +0.00 |
| HD Home Depot Inc. | Reduce -2.5% | 2.80% | +0.00 |
| HON Honeywell International Inc. | Reduce -5.6% | 0.09% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -2.8% | 0.09% | +0.01 |
| WMT Walmart Inc. | Reduce -9.8% | 0.30% | +0.02 |
| EMR Emerson Electric Co. | Reduce -3.3% | 0.33% | +0.05 |
| ABT Abbott Laboratories | Reduce -4.0% | 3.12% | +0.06 |
| MSFT Microsoft Corp. | Reduce -3.3% | 4.50% | +0.06 |
| TJX TJX Companies Inc. | Reduce -4.2% | 2.75% | +0.14 |
| ADP Automatic Data Processing | Reduce -6.0% | 3.73% | +0.22 |
| ROK Rockwell Automation Inc. | Reduce -1.0% | 2.68% | +0.30 |
| NVDA Nvidia Corp. | Reduce -8.7% | 4.72% | +0.35 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 4.51% | +0.43 |
| AAPL Apple Inc. | Reduce -5.1% | 5.87% | +0.49 |
Portfolio Buys Q3 2024 → Q4 2024
| CRM Salesforce Inc. | Add +643.5% | 0.52% | +0.47 |
| MKC McCormick & Co.-Non VTG SHRS | Add +16.0% | 1.43% | +0.18 |
| VRTX Vertex Pharmaceuticals Inc. | Add +15.3% | 1.59% | +0.10 |
| CARR Carrier Global Corp. | Add +16.1% | 1.94% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| RELX Relx PLC - Spon ADR | Add +48.1% | 0.12% | +0.04 |
| SBGSY Schneider Elect SE-Unsp ADR | Add +0.5% | 2.35% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +10.0% | 0.13% | −0.02 |
| BALL Ball Corp. | Add +10.8% | 1.37% | −0.05 |
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 |