First Long Island Investors, LLC
13F Reported Value
ⓘ$1.2B
Holdings
70
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
First Long Island Investors, LLC disclosed 70 positions worth $1.2B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 4.9% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 4 new positions and exited 8 and a full exit from $ACN. The portfolio is most concentrated in Technology (39.8% of disclosed assets). All figures are sourced directly from First Long Island Investors, LLC’s Form 13F-HR filing with the SEC under CIK 1490429.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$60.4M346,104 sh - 83.7#15
Quality
$59.2M160,039 sh - 74.6#152
Quality
$57.2M274,786 sh - 73.8
Quality
$53.8M60,040 sh - 80.2
Quality
$50.1M174,196 sh - 80.5
Quality
$45.6M360,767 sh - 83.5
Quality
$43.2M143,050 sh - 89.3
Quality
$40.5M44,075 sh - $39.6M117,078 sh
- 67.0
Quality
$39.2M381,973 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $60.4M | 346,104 |
 MICROSOFT CORP$MSFT | 83.7#15 | $59.2M | 160,039 |
 AMAZON COM INC$AMZN | 74.6#152 | $57.2M | 274,786 |
 Parker-Hannifin Corp$PH | 73.8 | $53.8M | 60,040 |
 Alphabet Inc.$GOOG | 80.2 | $50.1M | 174,196 |
 AMPHENOL CORP /DE/$APH | 80.5 | $45.6M | 360,767 |
 VISA INC.$V | 83.5 | $43.2M | 143,050 |
 ELI LILLY & Co$LLY | 89.3 | $40.5M | 44,075 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $39.6M | 117,078 |
 ABBOTT LABORATORIES$ABT | 67.0 | $39.2M | 381,973 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of First Long Island Investors, LLC's 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Technology
$490.2M
Healthcare
$191.4M
Financials
$178.6M
Consumer Discretionary
$170.8M
Industrials
$103.5M
Consumer Staples
$42.6M
Communication Services
$21.7M
Utilities
$17.4M
Full Holdings — First Long Island Investors, LLC (Q1 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $60.4M | 4.9% | -0% | 90.2 |
| 2 | $MSFT | MICROSOFT CORP | $59.2M | 4.8% | -1% | 83.7 |
| 3 | $AMZN | AMAZON COM INC | $57.2M | 4.6% | -4% | 74.6 |
| 4 | $PH | Parker-Hannifin Corp | $53.8M | 4.4% | -1% | 73.8 |
| 5 | $GOOG | Alphabet Inc. | $50.1M | 4.1% | -5% | 80.2 |
| 6 | $APH | AMPHENOL CORP /DE/ | $45.6M | 3.7% | +41% | 80.5 |
| 7 | $V | VISA INC. | $43.2M | 3.5% | +38% | 83.5 |
| 8 | $LLY | ELI LILLY & Co | $40.5M | 3.3% | -0% | 89.3 |
| 9 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $39.6M | 3.2% | -1% | — |
| 10 | $ABT | ABBOTT LABORATORIES | $39.2M | 3.2% | -10% | 67 |
| 11 |  $AVGO | Broadcom Inc. | $36.9M | 3.0% | -0% | 86.4 |
| 12 |  $LOW | LOWES COMPANIES INC | $36.9M | 3.0% | -1% | 63.5 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $34.2M | 2.8% | -1% | 35.6 |
| 14 |  $MA | Mastercard Inc | $32.7M | 2.6% | -0% | 81.7 |
| 15 |  $AAPL | Apple Inc. | $29.0M | 2.4% | +58% | 76.1 |
| 16 |  $META | Meta Platforms, Inc. | $27.8M | 2.3% | +3% | 80.9 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $27.4M | 2.2% | -2% | 72.8 |
| 18 |  $PM | Philip Morris International Inc. | $26.3M | 2.1% | -1% | 80.5 |
| 19 |  $ABBV | AbbVie Inc. | $25.7M | 2.1% | -1% | 59.3 |
| 20 |  $AMGN | AMGEN INC | $24.6M | 2.0% | -1% | 79.5 |
| 21 |  $WSM | WILLIAMS SONOMA INC | $23.8M | 1.9% | -1% | 65 |
| 22 |  $FAST | FASTENAL CO | $23.2M | 1.9% | -1% | 73.5 |
| 23 |  $ADP | AUTOMATIC DATA PROCESSING INC | $22.3M | 1.8% | -43% | 77.9 |
| 24 |  $BLK | BlackRock, Inc. | $20.6M | 1.7% | -1% | 70.3 |
| 25 |  $UBER | Uber Technologies, Inc | $20.3M | 1.6% | +20% | 79.3 |
| 26 |  $ETN | Eaton Corp plc | $19.7M | 1.6% | -1% | — |
| 27 |  $BX | Blackstone Inc. | $18.9M | 1.5% | -0% | 68 |
| 28 |  $NEE | NEXTERA ENERGY INC | $17.4M | 1.4% | -1% | 71.7 |
| 29 |  $QCOM | QUALCOMM INC/DE | $17.1M | 1.4% | -1% | 81.9 |
| 30 |  $FICO | FAIR ISAAC CORP | $16.7M | 1.4% | +198% | 75.6 |
| 31 |  $USB | US BANCORP DE | $16.6M | 1.3% | -1% | 71.4 |
| 32 |  $GOOGL | Alphabet Inc. | $16.6M | 1.3% | -0% | 80.2 |
| 33 |  $PEP | PEPSICO INC | $16.3M | 1.3% | -1% | 62.7 |
| 34 |  $MCD | MCDONALDS CORP | $15.8M | 1.3% | -1% | 73.9 |
| 35 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $15.5M | 1.3% | +6% | — |
| 36 | — | LONDON STOCK EXCHANGE GROUP SP | $14.5M | 1.2% | NEW | — |
| 37 |  $ITW | ILLINOIS TOOL WORKS INC | $14.3M | 1.2% | -1% | 71.2 |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $14.2M | 1.2% | -1% | 66.8 |
| 39 |  $INTU | INTUIT INC. | $13.8M | 1.1% | +11% | 82 |
| 40 |  $HD | HOME DEPOT, INC. | $13.6M | 1.1% | -1% | 69.2 |
| 41 |  $ZTS | Zoetis Inc. | $12.8M | 1.0% | -17% | 72.6 |
| 42 |  $SPOT | Spotify Technology S.A. | $12.4M | 1.0% | +120% | — |
| 43 |  $PAYX | PAYCHEX INC | $11.7M | 0.9% | +6% | 75.1 |
| 44 |  $COF | CAPITAL ONE FINANCIAL CORP | $10.7M | 0.9% | +19% | 71 |
| 45 |  $NFLX | NETFLIX INC | $9.2M | 0.8% | -40% | 86.7 |
| 46 |  $GEV | GE Vernova Inc. | $9.0M | 0.7% | NEW | 70.1 |
| 47 |  $SNPS | SYNOPSYS INC | $8.5M | 0.7% | NEW | 63.1 |
| 48 |  $ISRG | INTUITIVE SURGICAL INC | $5.3M | 0.4% | +0% | 81.4 |
| 49 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $4.5M | 0.4% | -68% | 74.4 |
| 50 |  $SCHW | SCHWAB CHARLES CORP | $559,463 | 0.1% | -7% | 77.2 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $505,032 | 0.0% | +0% | — |
| 52 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $438,445 | 0.0% | +0% | 63.7 |
| 53 |  $PAAS | PAN AMERICAN SILVER CORP | $403,224 | 0.0% | +0% | — |
| 54 |  $AZN | ASTRAZENECA PLC | $378,662 | 0.0% | -50% | — |
| 55 |  $AEM | AGNICO EAGLE MINES LTD | $350,952 | 0.0% | +0% | — |
| 56 |  $CAT | CATERPILLAR INC | $335,810 | 0.0% | +0% | 67.8 |
| 57 |  $MRK | Merck & Co., Inc. | $320,693 | 0.0% | -27% | 70.9 |
| 58 |  $__PARK_1390777 | Bank of New York Mellon Corp | $315,793 | 0.0% | +0% | 36.7 |
| 59 |  $GS | GOLDMAN SACHS GROUP INC | $296,942 | 0.0% | +0% | — |
| 60 |  $SYK | STRYKER CORP | $289,159 | 0.0% | +0% | 69.8 |
| 61 |  $CRWD | CrowdStrike Holdings, Inc. | $269,773 | 0.0% | +0% | 55 |
| 62 |  $ICE | Intercontinental Exchange, Inc. | $267,376 | 0.0% | +0% | 73.8 |
| 63 |  $IVZ | Invesco Ltd. | $261,415 | 0.0% | +0% | — |
| 64 | — | VANGUARD INDEX FDS MID CAP ETF | $255,590 | 0.0% | +0% | — |
| 65 |  $TXN | TEXAS INSTRUMENTS INC | $246,752 | 0.0% | +0% | 70.4 |
| 66 |  $IQV | IQVIA HOLDINGS INC. | $242,508 | 0.0% | +0% | 59.7 |
| 67 | — | SELECT SECTOR SPDR TR SBI HEAL | $231,497 | 0.0% | +0% | — |
| 68 |  $MSI | Motorola Solutions, Inc. | $211,777 | 0.0% | NEW | 73.8 |
| 69 |  $TJX | TJX COMPANIES INC /DE/ | $209,846 | 0.0% | -22% | 70.7 |
| 70 |  $COO | COOPER COMPANIES, INC. | $201,487 | 0.0% | +0% | 55.8 |
New Positions (4)
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