Puzo Michael J
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Puzo Michael J reported 67 stock positions worth $343.4 million. Its top holding was Alphabet Class A (GOOGL) at 6.2% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Apple (AAPL, 5.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 10, added to 13 and reduced 32. The biggest buy was a new position in Waste Connections (WCN) and the biggest sale Unitedhealth (UNH, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001053914
- Portfolio Value
- $343.4M (Q1 2026)
- SEC Filing
- 0001053914-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 67 stocks · $343.4M
| GOOGL Alphabet Inc. Class A | 6.24% | 74,498 | $21.4M | Reduce -7.5% |
| NVDA Nvidia Corp. | 5.44% | 107,071 | $18.7M | Reduce -1.7% |
| AAPL Apple Inc. | 5.39% | 72,944 | $18.5M | Reduce -3.4% |
| ADI Analog Devices Inc. | 4.47% | 48,251 | $15.4M | Reduce -6.0% |
| JNJ Johnson & Johnson | 4.36% | 61,208 | $15.0M | Reduce -6.4% |
| MSFT Microsoft Corp. | 4.10% | 38,022 | $14.1M | Add +2.4% |
| RTX RTX Corp. | 3.97% | 70,659 | $13.6M | Reduce -8.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.65% | 78,427 | $12.5M | Reduce -2.1% |
| MA Mastercard Inc. Class A | 3.62% | 24,861 | $12.4M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 3.61% | 59,578 | $12.4M | Add +3.8% |
| AMD Advanced Micro Devices | 3.21% | 54,267 | $11.0M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 2.85% | 67,752 | $9.8M | Reduce -3.6% |
| ABT Abbott Laboratories | 2.75% | 91,841 | $9.4M | Reduce -2.2% |
| ROK Rockwell Automation Inc. | 2.73% | 26,085 | $9.4M | Reduce -2.9% |
| SBGSY Schneider Elect SE-Unsp ADR | 2.72% | 171,595 | $9.3M | Reduce -0.9% |
| CVX Chevron Corp. | 2.69% | 44,630 | $9.2M | Reduce -3.9% |
| AMAT Applied Materials Inc. | 2.55% | 25,577 | $8.7M | Reduce -0.6% |
| DHR Danaher Corp. | 2.53% | 45,782 | $8.7M | Reduce -2.0% |
| ATR Aptargroup Inc. | 2.45% | 66,887 | $8.4M | Reduce -5.3% |
| ADP Automatic Data Processing | 2.36% | 39,946 | $8.1M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 2.36% | 8,816 | $8.1M | Add +7.2% |
| HD Home Depot Inc. | 2.36% | 24,633 | $8.1M | Reduce -3.2% |
| XYL Xylem Inc. | 2.28% | 65,454 | $7.8M | Add +1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 2.00% | 15,414 | $6.9M | Add +0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.88% | 9 | $6.5M | No change |
| XOM Exxon Mobil Corp. | 1.63% | 32,971 | $5.6M | Reduce -12.4% |
| CNI Canadian Natl Railway Co. | 1.58% | 52,698 | $5.4M | Reduce -7.6% |
| UBER Uber Technologies Inc. | 1.44% | 68,577 | $4.9M | Add +25.4% |
| AXP American Express Co. | 1.43% | 16,286 | $4.9M | Add +9.2% |
| SCHW Schwab (charles) Corp. | 1.36% | 49,557 | $4.7M | Add +19.5% |
| UNH Unitedhealth Group Inc. | 0.91% | 11,502 | $3.1M | Reduce -38.0% |
| MUNICH RE GROUP | 0.81% | 4,436 | $2.8M | No change |
| FISV Fiserv Inc. | 0.71% | 43,973 | $2.5M | Reduce -28.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 4,590 | $2.2M | Add +14.8% |
| MRK Merck & Co. Inc. | 0.61% | 17,553 | $2.1M | No change |
| ABBV Abbvie Inc. | 0.60% | 9,422 | $2.0M | No change |
| AVGO Broadcom Inc. | 0.50% | 5,507 | $1.7M | Add +285.1% |
| WCN Waste Connections Inc. | 0.40% | 8,525 | $1.4M | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.37% | 25,009 | $1.3M | Reduce -42.5% |
| CARR Carrier Global Corp. | 0.37% | 22,285 | $1.3M | Reduce -8.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.35% | 920 | $1.2M | Add +17.2% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.35% | 23,950 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.30% | 11,115 | $1.0M | New |
| EMR Emerson Electric Co. | 0.27% | 6,987 | $915K | Reduce -18.6% |
| WMT Walmart Inc. | 0.26% | 7,200 | $895K | Reduce -31.8% |
| PEP Pepsico Inc. | 0.24% | 5,375 | $835K | Reduce -11.5% |
| CAT Caterpillar Inc. | 0.23% | 1,125 | $797K | Reduce -51.1% |
| DE Deere & Co. | 0.18% | 1,080 | $608K | Reduce -27.0% |
| UNP Union Pacific Corp. | 0.16% | 2,250 | $546K | No change |
| SHEL Shell PLC-ADR | 0.15% | 5,450 | $507K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.14% | 3,500 | $474K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 1,560 | $448K | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 1,460 | $429K | Add +73.8% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 0.12% | 3,400 | $427K | Add +100.0% |
| WFC Wells Fargo & Co. | 0.12% | 5,000 | $398K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 615 | $352K | No change |
| V Visa Inc. Class A | 0.10% | 1,150 | $348K | Reduce -13.5% |
| FXAIX Fidelity 500 Index Fund | 0.10% | 1,442 | $328K | No change |
| FNCMX Fidelity Nasdaq Compos Indx | 0.09% | 1,103 | $302K | No change |
| KO The Coca-Cola Co. | 0.09% | 3,920 | $298K | No change |
| APD Air Products & Chemicals Inc. | 0.08% | 1,000 | $290K | New |
| GILD Gilead Sciences Inc. | 0.08% | 1,976 | $275K | No change |
| CL Colgate-Palmolive Co. | 0.08% | 3,115 | $265K | New |
| CP Canadian Pacific Kansas City | 0.07% | 3,241 | $255K | New |
| CSCO Cisco Systems Inc. | 0.07% | 3,060 | $237K | No change |
| EOG EOG Resources Inc. | 0.06% | 1,540 | $223K | New |
| RELX Relx PLC - Spon ADR | 0.06% | 6,035 | $200K | Reduce -57.4% |
Portfolio Sells Q4 2025 → Q1 2026
| UNH Unitedhealth Group Inc. | Reduce -38.0% | 0.91% | −0.76 |
| GOOGL Alphabet Inc. Class A | Reduce -7.5% | 6.24% | −0.62 |
| ADP Automatic Data Processing | Reduce -2.4% | 2.36% | −0.50 |
| ABT Abbott Laboratories | Reduce -2.2% | 2.75% | −0.46 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -42.5% | 0.37% | −0.44 |
| FISV Fiserv Inc. | Reduce -28.0% | 0.71% | −0.40 |
| DHR Danaher Corp. | Reduce -2.0% | 2.53% | −0.38 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 3.62% | −0.37 |
| AAPL Apple Inc. | Reduce -3.4% | 5.39% | −0.20 |
| CAT Caterpillar Inc. | Reduce -51.1% | 0.23% | −0.13 |
| ROK Rockwell Automation Inc. | Reduce -2.9% | 2.73% | −0.12 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.12 |
| RELX Relx PLC - Spon ADR | Reduce -57.4% | 0.06% | −0.10 |
| NVDA Nvidia Corp. | Reduce -1.7% | 5.44% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.09 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.08 |
| NSRGY Nestle SA-Spons ADR | Sold out | 0.00% | −0.08 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.07 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.07 |
| OZK Bank Ozk | Sold out | 0.00% | −0.07 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.06 |
| AMD Advanced Micro Devices | Reduce -3.5% | 3.21% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| WMT Walmart Inc. | Reduce -31.8% | 0.26% | −0.06 |
| EMR Emerson Electric Co. | Reduce -18.6% | 0.27% | −0.04 |
| V Visa Inc. Class A | Reduce -13.5% | 0.10% | −0.03 |
| HD Home Depot Inc. | Reduce -3.2% | 2.36% | −0.02 |
| DE Deere & Co. | Reduce -27.0% | 0.18% | −0.01 |
| PEP Pepsico Inc. | Reduce -11.5% | 0.24% | +0.01 |
| CARR Carrier Global Corp. | Reduce -8.1% | 0.37% | +0.02 |
| CNI Canadian Natl Railway Co. | Reduce -7.6% | 1.58% | +0.04 |
| PG The Procter & Gamble Co. | Reduce -3.6% | 2.85% | +0.11 |
| ATR Aptargroup Inc. | Reduce -5.3% | 2.45% | +0.11 |
| RTX RTX Corp. | Reduce -8.5% | 3.97% | +0.11 |
| SBGSY Schneider Elect SE-Unsp ADR | Reduce -0.9% | 2.72% | +0.13 |
| TJX TJX Companies Inc. | Reduce -2.1% | 3.65% | +0.30 |
| XOM Exxon Mobil Corp. | Reduce -12.4% | 1.63% | +0.40 |
| JNJ Johnson & Johnson | Reduce -6.4% | 4.36% | +0.67 |
| ADI Analog Devices Inc. | Reduce -6.0% | 4.47% | +0.68 |
| AMAT Applied Materials Inc. | Reduce -0.6% | 2.55% | +0.75 |
| CVX Chevron Corp. | Reduce -3.9% | 2.69% | +0.76 |
Portfolio Buys Q4 2025 → Q1 2026
| WCN Waste Connections Inc. | New | 0.40% | +0.40 |
| AVGO Broadcom Inc. | Add +285.1% | 0.50% | +0.36 |
| NEE Nextera Energy Inc. | New | 0.30% | +0.30 |
| SCHW Schwab (charles) Corp. | Add +19.5% | 1.36% | +0.23 |
| UBER Uber Technologies Inc. | Add +25.4% | 1.44% | +0.22 |
| ASML ASML Holding NV-NY Reg SHS | Add +17.2% | 0.35% | +0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.3% | 2.00% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.8% | 0.64% | +0.09 |
| APD Air Products & Chemicals Inc. | New | 0.08% | +0.08 |
| CL Colgate-Palmolive Co. | New | 0.08% | +0.08 |
| CP Canadian Pacific Kansas City | New | 0.07% | +0.07 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Add +100.0% | 0.12% | +0.07 |
| EOG EOG Resources Inc. | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +73.8% | 0.13% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.8% | 3.61% | +0.00 |
| LLY Eli Lilly & Co. | Add +7.2% | 2.36% | −0.04 |
| AXP American Express Co. | Add +9.2% | 1.43% | −0.07 |
| XYL Xylem Inc. | Add +1.9% | 2.28% | −0.10 |
| MSFT Microsoft Corp. | Add +2.4% | 4.10% | −0.79 |
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 |