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Latest PUZO MICHAEL J Stock Portfolio

$387Million | No. of Holdings #65

PUZO MICHAEL J Performance

2026 Q2+16.16%
YTD+11.97%
2025+11.26%

About PUZO MICHAEL J and 13F Hedge Fund Stock Holdings

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, PUZO MICHAEL J reported an equity portfolio of $387.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PUZO MICHAEL J are AMD, GOOG, NVDA. The fund has invested 7.2% of it's portfolio in ADVANCED MICRO DEVICES and 6.3% of portfolio in ALPHABET INC CL A. <br><br> The fund managers got completely rid off MCCORMICK &AMP;AMP; CO (MKC), AIR PRODUCTS & CHEM (APD) and COLGATE-PALMOLIVE (CL) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP (UNH), CARRIER GLOBAL (CARR) and FISERV. PUZO MICHAEL J opened new stock positions in INTEL (INTC), CORNING INC (GLW) and DOVER CORP (DOV). The fund showed a lot of confidence in some stocks as they added substantially to NEXTERA ENERGY (NEE), WASTE CONNECTIONS INC NEW (WCN) and BROADCOM INC (AVGO).
PUZO MICHAEL J Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$387Million
  as of Aug 11, 2026

PUZO MICHAEL J Annual Return Estimates Vs S&P 500

Our best estimate is that PUZO MICHAEL J made a return of 16.16% in the last quarter. In trailing 12 months, it's portfolio return was 21.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel465,247
corning inc242,658
dover corp201,852
gqg partners emerging markets 192,712
New stocks bought by PUZO MICHAEL J

Additions

Ticker% Inc.
nextera energy172
waste connections inc new149
broadcom inc79.12
canadian pacific kansas city l43.13
american express18.89
charles schwab12.25
uber technologies inc10.58
eli lilly &amp;amp;amp;amp; co6.53
Additions to existing portfolio by PUZO MICHAEL J

Reductions

Ticker% Reduced
unitedhealth group-87.7
carrier global-85.26
fiserv-74.73
jpmorgan chase-52.05
vanguard small cap index fd ad-50.00
pepsico-40.47
meta platforms inc-11.38
berkshire hathaway cl a-11.11
PUZO MICHAEL J reduced stake in above stock

Sold off

Ticker$ Sold
mccormick &amp;amp; co-1,261,450
relx plc-200,060
colgate-palmolive-265,491
eog resources-222,637
air products & chem-290,490
PUZO MICHAEL J got rid off the above stocks

Sector Distribution

PUZO MICHAEL J has about 33.5% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Others
  • Financial Services
  • Communication Services
  • Energy
  • Consumer Defensive
Sector%
Technology33.5
Healthcare16.6
Industrials12.9
Consumer Cyclical9
Others8.1
Financial Services6.6
Communication Services6.5
Energy3.1
Consumer Defensive2.9

Market Cap. Distribution

PUZO MICHAEL J has about 90% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP63.1
LARGE-CAP26.9
UNALLOCATED8.1
MID-CAP2

Stocks belong to which Index?

About 87.5% 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 50087.5
Others12.5
Top 5 Winners (%)%
AMD
advanced micro devices
175.3 %
AMAT
applied material
110.3 %
CSCO
cisco sys inc
51.4 %
CAT
caterpillar
48.6 %
ASML
asml holding nv
48.4 %
Top 5 Winners ($)$
AMD
advanced micro devices
19.4 M
AMAT
applied material
9.6 M
GOOG
alphabet inc cl a
5.0 M
ADI
analog devices
3.6 M
ROK
rockwell automation
3.5 M
Top 5 Losers (%)%
CVX
chevron
-19.9 %
XOM
exxon mobil
-19.3 %
SHEL
shel plc
-16.6 %
ABT
abbott labs
-11.6 %
PEP
pepsico
-10.2 %
Top 5 Losers ($)$
CVX
chevron
-1.8 M
ABT
abbott labs
-1.1 M
XOM
exxon mobil
-1.1 M
TJX
tjx cos
-0.6 M
RTX
rtx corporation
-0.2 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 65 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for PUZO MICHAEL J last quarter.

$385.42MTotal Value
70.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of PUZO MICHAEL J, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Holding Nv

Asml Holding Nv

ASML
PUZO MICHAEL J's holding in Asml Holding Nv over time
0.46%915
$1.79M
0.46%
decreased 0.54 percentreduced
BMO
Bank Of Montreal

Bank Of Montreal

BMO
PUZO MICHAEL J's holding in Bank Of Montreal over time
0.16%3,500
$618.5K
0.16%
unchanged 0 percentunchanged
CNI
Canadian Natl Railway

Canadian Natl Railway

CNI
PUZO MICHAEL J's holding in Canadian Natl Railway over time
1.52%49,603
$5.91M
1.52%
decreased 5.87 percentreduced