Latest PUZO MICHAEL J Stock Portfolio
PUZO MICHAEL J Performance:
2025 Q4: 3.29%YTD: 11.26%2024: 13.32%
Performance for 2025 Q4 is 3.29%, and YTD is 11.26%, and 2024 is 13.32%.
About PUZO MICHAEL J and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, PUZO MICHAEL J reported an equity portfolio of $367.3 Millions as of 31 Dec, 2025.
The top stock holdings of PUZO MICHAEL J are GOOG, AAPL, NVDA. The fund has invested 6.9% of it's portfolio in ALPHABET INC CL A and 5.6% of portfolio in APPLE.
The fund managers got completely rid off NOVO NORDISK A S ADR (NVO) stocks. They significantly reduced their stock positions in SALESFORCE.COM (CRM), CARRIER GLOBAL (CARR) and NESTLE SA ADR. PUZO MICHAEL J opened new stock positions in BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), CHARLES SCHWAB (SCHW) and BERKSHIRE HATHAWAY CL B.
The top stock holdings of PUZO MICHAEL J are GOOG, AAPL, NVDA. The fund has invested 6.9% of it's portfolio in ALPHABET INC CL A and 5.6% of portfolio in APPLE.
The fund managers got completely rid off NOVO NORDISK A S ADR (NVO) stocks. They significantly reduced their stock positions in SALESFORCE.COM (CRM), CARRIER GLOBAL (CARR) and NESTLE SA ADR. PUZO MICHAEL J opened new stock positions in BROADCOM INC (AVGO). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), CHARLES SCHWAB (SCHW) and BERKSHIRE HATHAWAY CL B.
PUZO MICHAEL J Annual Return Estimates Vs S&P 500
Our best estimate is that PUZO MICHAEL J made a return of 3.29% in the last quarter. In trailing 12 months, it's portfolio return was 11.26%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| broadcom inc | 494,922 |
New stocks bought by PUZO MICHAEL J
Additions
| Ticker | % Inc. |
|---|---|
| meta platforms inc | 89.23 |
| charles schwab | 73.56 |
| berkshire hathaway cl b | 53.55 |
| applied material | 49.45 |
| american express | 41.16 |
| uber technologies inc | 33.35 |
| eli lilly & co | 8.8 |
| relx plc | 3.79 |
Additions to existing portfolio by PUZO MICHAEL J
Reductions
| Ticker | % Reduced |
|---|---|
| salesforce.com | -91.69 |
| carrier global | -78.78 |
| nestle sa adr | -74.98 |
| mccormick & co | -42.48 |
| pepsico | -11.44 |
| advanced micro devices | -11.4 |
| berkshire hathaway cl a | -10.00 |
| canadian natl railway | -9.68 |
PUZO MICHAEL J reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| novo nordisk a s adr | -320,455 |
PUZO MICHAEL J got rid off the above stocks
Sector Distribution
PUZO MICHAEL J has about 26.7% of it's holdings in Technology sector.
- Technology
- Healthcare
- Industrials
- Consumer Cyclical
- Others
- Communication Services
- Financial Services
- Consumer Defensive
- Energy
| Sector | % |
|---|---|
| Technology | 26.7 |
| Healthcare | 19.5 |
| Industrials | 13.5 |
| Consumer Cyclical | 9.4 |
| Others | 9 |
| Communication Services | 7.2 |
| Financial Services | 7 |
| Consumer Defensive | 4.3 |
| Energy | 3.2 |
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-CAP | 60.4 |
| LARGE-CAP | 28.2 |
| UNALLOCATED | 9 |
| MID-CAP | 2.4 |
Stocks belong to which Index?
About 87.4% 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 500 | 87.4 |
| Others | 12.6 |
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 45.1% of the portfolio is in top 10 stocks. 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: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple | 5.59 | 75,507 | 20,527,300 | reduced | -2.7 | ||
| ABBV | abbvie | 0.59 | 9,422 | 2,152,830 | unchanged | 0.00 | ||
| ABT | abbott labs | 3.20 | 93,941 | 11,769,900 | added | 1.43 | ||
| ADI | analog devices | 3.79 | 51,337 | 13,922,600 | reduced | -0.46 | ||
| ADP | automatic data processing | 2.87 | 40,936 | 10,530,000 | reduced | -0.22 | ||
| AMAT | applied material | 1.80 | 25,723 | 6,610,550 | added | 49.45 | ||
| AMD | advanced micro devices | 3.28 | 56,213 | 12,038,600 | reduced | -11.4 | ||
| AMZN | amazon.com | 3.61 | 57,425 | 13,254,800 | reduced | -1.02 | ||
| ASML | asml holding nv | 0.23 | 785 | 839,839 | reduced | -1.26 | ||
| ATR | aptargroup | 2.35 | 70,665 | 8,618,300 | reduced | -0.38 | ||
| AVGO | broadcom inc | 0.14 | 1,430 | 494,922 | new | |||
| AXP | american express | 1.50 | 14,918 | 5,518,910 | added | 41.16 | ||
| BMO | bank of montreal | 0.12 | 3,500 | 454,265 | unchanged | 0.00 | ||
| CARR | carrier global | 0.35 | 24,235 | 1,280,580 | reduced | -78.78 | ||
| CAT | caterpillar | 0.36 | 2,300 | 1,317,600 | unchanged | 0.00 | ||
| CNI | canadian natl railway | 1.53 | 57,010 | 5,635,440 | reduced | -9.68 | ||
| CRM | salesforce.com | 0.09 | 1,184 | 313,654 | reduced | -91.69 | ||
| CSCO | cisco sys inc | 0.06 | 3,060 | 235,711 | reduced | -3.16 | ||
| CVX | chevron | 1.93 | 46,450 | 7,079,440 | added | 0.08 | ||
| DE | deere & co | 0.19 | 1,480 | 689,044 | unchanged | 0.00 | ||