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Latest PUZO MICHAEL J Stock Portfolio

$343Million– No. of Holdings #66

PUZO MICHAEL J Performance:
2026 Q1: -3.61%YTD: -3.61%2025: 11.26%
Performance for 2026 Q1 is -3.61%, and YTD is -3.61%, and 2025 is 11.26%.

About PUZO MICHAEL J and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, PUZO MICHAEL J reported an equity portfolio of $343.4 Millions as of 31 Mar, 2026.

The top stock holdings of PUZO MICHAEL J are GOOG, NVDA, AAPL. The fund has invested 6.2% of it's portfolio in ALPHABET INC CL A and 5.4% of portfolio in NVIDIA CORP.

The fund managers got completely rid off ECOLAB INC (ECL), INTEL (INTC) and SALESFORCE.COM (CRM) stocks. They significantly reduced their stock positions in RELX PLC (RELX), CATERPILLAR (CAT) and MCCORMICK & CO (MKC). PUZO MICHAEL J opened new stock positions in WASTE CONNECTIONS INC NEW (WCN), NEXTERA ENERGY (NEE) and AIR PRODUCTS & CHEM (APD). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), VANGUARD SMALL CAP INDEX FD AD (VB) and JPMORGAN CHASE (JPM).
PUZO MICHAEL J Equity Portfolio Value
Last Reported on: 07 May, 2026

PUZO MICHAEL J Annual Return Estimates Vs S&P 500

Our best estimate is that PUZO MICHAEL J made a return of -3.61% in the last quarter. In trailing 12 months, it's portfolio return was 8.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
waste connections inc new1,384,800
nextera energy1,032,360
air products & chem290,490
colgate-palmolive265,491
canadian pacific kansas city l254,936
eog resources222,637
New stocks bought by PUZO MICHAEL J

Additions

Ticker% Inc.
broadcom inc285
vanguard small cap index fd ad100
jpmorgan chase73.81
uber technologies inc25.4
charles schwab19.46
asml holding nv17.2
berkshire hathaway cl b14.75
american express9.17
Additions to existing portfolio by PUZO MICHAEL J

Reductions

Ticker% Reduced
relx plc-57.43
caterpillar-51.09
mccormick & co-42.54
unitedhealth group-37.95
wal-mart stores-31.75
fiserv-28.02
deere & co-27.03
emerson electric-18.63
PUZO MICHAEL J reduced stake in above stock

Sold off

Ticker$ Sold
intel-325,901
bank ozk-248,048
sysco-248,704
nestle sa adr-277,078
nucor corp-293,598
ecolab inc-439,721
texas instruments-234,211
salesforce.com-313,654
PUZO MICHAEL J got rid off the above stocks

Sector Distribution

PUZO MICHAEL J has about 27.4% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Others
  • Financial Services
  • Communication Services
  • Energy
  • Consumer Defensive
Sector%
Technology27.4
Healthcare18.8
Industrials13.1
Consumer Cyclical9.7
Others9
Financial Services6.8
Communication Services6.5
Energy4.4
Consumer Defensive3.9

Market Cap. Distribution

PUZO MICHAEL J has about 88.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP60.4
LARGE-CAP28.2
UNALLOCATED9
MID-CAP2.5

Stocks belong to which Index?

About 86.6% of the stocks held by PUZO MICHAEL J either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50086.6
Others13.4
Top 5 Winners (%)%
XOM
exxon mobil
38.4 %
CVX
chevron
35.0 %
AMAT
applied material
32.9 %
SHEL
shel plc
26.6 %
ASML
asml holding nv
21.4 %
Top 5 Winners ($)$
CVX
chevron
2.5 M
JNJ
johnson and johnson
2.4 M
ADI
analog devices
2.3 M
AMAT
applied material
2.2 M
XOM
exxon mobil
1.7 M
Top 5 Losers (%)%
MSFT
microsoft
-23.3 %
ADP
automatic data processing
-20.8 %
MKC
mccormick & co
-20.4 %
ABT
abbott labs
-17.9 %
AXP
american express
-17.6 %
Top 5 Losers ($)$
MSFT
microsoft
-4.3 M
ADP
automatic data processing
-2.2 M
ABT
abbott labs
-2.1 M
GOOG
alphabet inc cl a
-2.0 M
DHR
danaher corp
-1.8 M

PUZO MICHAEL J Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PUZO MICHAEL J

PUZO MICHAEL J has 66 stocks in it's portfolio. About 44.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for PUZO MICHAEL J last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions