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Latest PUZO MICHAEL J Stock Portfolio

PUZO MICHAEL J Performance:
2025 Q3: 5.78%YTD: 8.55%2024: 11.9%
Performance for 2025 Q3 is 5.78%, and YTD is 8.55%, and 2024 is 11.9%.

About PUZO MICHAEL J and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PUZO MICHAEL J reported an equity portfolio of $366.6 Millions as of 30 Sep, 2025.

The top stock holdings of PUZO MICHAEL J are GOOG, NVDA, AAPL. The fund has invested 5.9% of it's portfolio in ALPHABET INC CL A and 5.7% of portfolio in NVIDIA CORP.

The fund managers got completely rid off NOVARTIS AG ADR and COLGATE-PALMOLIVE (CL) stocks. They significantly reduced their stock positions in NOVO NORDISK A S ADR, FIDELITY NASDAQ COMPOSITE INDE (ONEQ) and META PLATFORMS INC (META). PUZO MICHAEL J opened new stock positions in INTEL (INTC) and VANGUARD SMALL CAP INDEX FD AD (VB). The fund showed a lot of confidence in some stocks as they added substantially to APPLIED MATERIAL (AMAT), ELI LILLY & CO (LLY) and AMERICAN EXPRESS (AXP).

PUZO MICHAEL J Annual Return Estimates Vs S&P 500

Our best estimate is that PUZO MICHAEL J made a return of 5.78% in the last quarter. In trailing 12 months, it's portfolio return was 6.48%.

New Buys

Ticker$ Bought
intel296,314
vanguard small cap index fd ad207,077
New stocks bought by PUZO MICHAEL J

Additions

Ticker% Inc.
applied material85.15
eli lilly & co65.01
american express36.03
charles schwab34.45
relx plc27.07
uber technologies inc24.28
unitedhealth group17.73
salesforce.com5.92
Additions to existing portfolio by PUZO MICHAEL J

Reductions

Ticker% Reduced
novo nordisk a s adr-86.85
nestle sa adr-52.64
fidelity nasdaq composite inde-15.35
meta platforms inc-13.33
pepsico-12.56
fidelity 500 index fund fund-12.18
canadian natl railway-10.18
berkshire hathaway cl a-9.09
PUZO MICHAEL J reduced stake in above stock

Sold off

Ticker$ Sold
colgate-palmolive-218,614
novartis ag adr-246,255
PUZO MICHAEL J got rid off the above stocks

Sector Distribution

PUZO MICHAEL J has about 26% of it's holdings in Technology sector.

Sector%
Technology26
Healthcare18.2
Industrials15.1
Others10.7
Consumer Cyclical9.5
Financial Services6.1
Communication Services6.1
Consumer Defensive5.1
Energy3.1

Market Cap. Distribution

PUZO MICHAEL J has about 86.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP51.6
LARGE-CAP35.1
UNALLOCATED10.7
MID-CAP2.6

Stocks belong to which Index?

About 85.6% of the stocks held by PUZO MICHAEL J either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50085.6
Others14.4
Top 5 Winners (%)%
GOOG
alphabet inc cl a
37.9 %
GOOG
alphabet inc cl c
37.3 %
ABBV
abbvie
24.7 %
AAPL
apple
24.1 %
CAT
caterpillar
22.9 %
Top 5 Winners ($)$
GOOG
alphabet inc cl a
6.0 M
AAPL
apple
3.8 M
NVDA
nvidia corp
3.4 M
JNJ
johnson and johnson
2.2 M
RTX
rtx corporation
1.7 M
Top 5 Losers (%)%
CARR
carrier global
-18.4 %
ATR
aptargroup
-14.6 %
CRM
salesforce.com
-12.4 %
VRTX
vertex pharmaceuticals
-11.9 %
MKC
mccormick & co
-11.8 %
Top 5 Losers ($)$
ATR
aptargroup
-1.6 M
CARR
carrier global
-1.6 M
VRTX
vertex pharmaceuticals
-0.8 M
MKC
mccormick & co
-0.7 M
ADP
automatic data processing
-0.6 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 70 stocks in it's portfolio. About 43.7% of the portfolio is in top 10 stocks. ATR proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for PUZO MICHAEL J last quarter.

Last Reported on: 10 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions