First Long Island Investors, LLC
Sector Allocation
- Technology42.7%$602.5M
- Industrials14.9%$210.9M
- Healthcare13.5%$190.6M
- Financials11.9%$168.1M
- Consumer Discretionary10.7%$150.9M
- Consumer Staples3.0%$43.0M
- Other1.4%$20.3M
- Utilities1.2%$16.4M
- Communication Services0.5%$6.8M
- Materials0.1%$835,912
AUM History
13fpro.ai/research/fund/first-long-island-investors-llc-1490429
Conviction and streaks
Concentrating · top 10 = 42.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
APH
$78.5MNVDA
$71.0MAMZN
$69.1MMSFT
$59.9MGOOGL
$59.1MPH
$59.0MLLY
$55.1MTSM
$46.9MAVGO
$46.8MV
$46.6MAAPL
$43.5MJPM
$38.1MMU
$33.7MGEV
$32.3MMA
$31.0MWSM
$30.4MABBV
$29.8MPM
$28.8MJNJ
$28.5METN
$28.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/first-long-island-investors-llc-1490429
First Long Island Investors, LLC 13F holdings — Q2 2026
$1.4B portfolio (+14.4% QoQ) · 73 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
$78.5M
5.6% of stocks
+23%This quarter-9.2%Since filed3+ qtrsHeld$71.0M
5.0% of stocks
+3%This quarter-4.1%Since filed3+ qtrsHeld$69.1M
4.9% of stocks
+6%This quarter-6.0%Since filed3+ qtrsHeld$59.9M
4.2% of stocks
+0.3%This quarter+7.2%Since filed3+ qtrsHeld$59.1M
4.2% of stocks
-5%This quarter-8.7%Since filed3+ qtrsHeld$59.0M
4.2% of stocks
+0.4%This quarter-14.6%Since filed3+ qtrsHeld$55.1M
3.9% of stocks
+4%This quarter+5.8%Since filed3+ qtrsHeld$46.9M
3.3% of stocks
-16%This quarter-1.4%Since filed3+ qtrsHeld$46.8M
3.3% of stocks
+4%This quarter-21.2%Since filed3+ qtrsHeld$46.6M
3.3% of stocks
-5%This quarter+10.6%Since filed3+ qtrsHeld
All holdings — First Long Island Investors, LLC (Q2 2026)
73 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $43.5M | 3.1% | 150K | +32% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $38.1M | 2.7% | 116K | +0.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICRON TECHNOLOGY INC | Technology | $33.7M | 2.4% | 29K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GE Vernova Inc. | Industrials | $32.3M | 2.3% | 28K | +168% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Mastercard Inc | Financials | $31.0M | 2.2% | 60K | -8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WILLIAMS SONOMA INC | Consumer Discretionary | $30.4M | 2.2% | 131K | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | AbbVie Inc. | Healthcare | $29.8M | 2.1% | 118K | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Philip Morris International Inc. | Consumer Staples | $28.8M | 2.0% | 159K | +0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $28.5M | 2.0% | 112K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Eaton Corp plc | Industrials | $28.1M | 2.0% | 66K | +20% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $27.5M | 1.9% | 49K | +0.6% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AUTOMATIC DATA PROCESSING INC | Technology | $27.1M | 1.9% | 121K | +10% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMGEN INC | Healthcare | $25.3M | 1.8% | 70K | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | UNITEDHEALTH GROUP INC | Healthcare | $24.5M | 1.7% | 59K | +12% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | QUALCOMM INC/DE | Technology | $24.5M | 1.7% | 133K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FAST | FASTENAL CO | Industrials | $24.0M | 1.7% | 500K | -0.0% | |||
| 27 | $ABT | ABBOTT LABORATORIES | Healthcare | $21.3M | 1.5% | 235K | -39% | |||
| 28 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $21.0M | 1.5% | 95K | -39% | |||
| 29 | $FICO | FAIR ISAAC CORP | Technology | $20.9M | 1.5% | 17K | +12% | |||
| 30 | $BLK | BlackRock, Inc. | Financials | $20.6M | 1.5% | 21K | -0.1% | |||
| 31 | $UBER | Uber Technologies, Inc | Technology | $20.5M | 1.4% | 284K | +0.8% | |||
| 32 | $USB | US BANCORP DE | Financials | $19.2M | 1.4% | 318K | -0.2% | |||
| 33 | — | LONDON STOCK EXCHANGE GROUP SP - COM | — | $18.9M | 1.3% | 698K | +44% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $18.8M | 1.3% | 53K | -8% | |||
| 35 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $18.0M | 1.3% | 151K | +0.4% | |||
| 36 | $NEE | NEXTERA ENERGY INC | Utilities | $16.4M | 1.2% | 187K | +0.0% | |||
| 37 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $14.8M | 1.1% | 55K | -0.2% | |||
| 38 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $14.6M | 1.0% | 41K | -0.0% | |||
| 39 | $PEP | PEPSICO INC | Consumer Staples | $14.2M | 1.0% | 105K | +0.1% | |||
| 40 | $MCD | MCDONALDS CORP | Consumer Discretionary | $13.8M | 1.0% | 51K | -0.1% | |||
| 41 | $SNPS | SYNOPSYS INC | Technology | $13.1M | 0.9% | 29K | +37% | |||
| 42 | $LMT | LOCKHEED MARTIN CORP | Industrials | $12.7M | 0.9% | 25K | New | |||
| 43 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $10.8M | 0.8% | 48K | New | |||
| 44 | $HONA | Honeywell Aerospace Inc. | Industrials | $10.6M | 0.8% | 48K | New | |||
| 45 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $9.2M | 0.7% | 25K | +50% | |||
| 46 | $BX | Blackstone Inc. | Financials | $7.5M | 0.5% | 64K | -61% | |||
| 47 | $NFLX | NETFLIX INC | Communication Services | $6.0M | 0.4% | 84K | -13% | |||
| 48 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.7M | 0.3% | 12K | +1% | |||
| 49 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.9M | 0.3% | 42K | +613% | |||
| 50 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.1% | 12K | +814% | |||
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $644K | 0.1% | 875 | — | |||
| 52 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $527K | 0.0% | 691 | — | |||
| 53 | $CAT | CATERPILLAR INC | Industrials | $505K | 0.0% | 474 | — | |||
| 54 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $465K | 0.0% | 1,156 | New | |||
| 55 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $445K | 0.0% | 888 | -0.4% | |||
| 56 | $BNY | Bank of New York Mellon Corp | Financials | $385K | 0.0% | 2,662 | — | |||
| 57 | $SYK | STRYKER CORP | Healthcare | $383K | 0.0% | 1,217 | +38% | |||
| 58 | $TXN | TEXAS INSTRUMENTS INC | Technology | $379K | 0.0% | 1,271 | — | |||
| 59 | $AZN | ASTRAZENECA PLC | Healthcare | $364K | 0.0% | 1,920 | — | |||
| 60 | $GS | GOLDMAN SACHS GROUP INC | Financials | $359K | 0.0% | 355 | +1% | |||
| 61 | $MRK | Merck & Co., Inc. | Healthcare | $343K | 0.0% | 2,666 | — | |||
| 62 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $331K | 0.0% | 7,381 | — | |||
| 63 | $SPHR | Sphere Entertainment Co. | Communication Services | $303K | 0.0% | 1,754 | New | |||
| 64 | $IVZ | Invesco Ltd. | Financials | $297K | 0.0% | 5,500 | — | |||
| 65 | — | VANGUARD INDEX FDS MID CAP ETF - COM | — | $287K | 0.0% | 3,560 | +300% | |||
| 66 | $DELL | Dell Technologies Inc. | Technology | $280K | 0.0% | 650 | New | |||
| 67 | $AEM | AGNICO EAGLE MINES LTD | Materials | $268K | 0.0% | 1,729 | — | |||
| 68 | $MSI | Motorola Solutions, Inc. | Technology | $266K | 0.0% | 640 | +31% | |||
| 69 | — | SELECT SECTOR SPDR TR SBI HEAL - COM | — | $251K | 0.0% | 1,579 | — | |||
| 70 | — | ISHARES TR S&P SML 600 GWT - COM | — | $239K | 0.0% | 1,340 | New | |||
| 71 | $ECL | ECOLAB INC. | Materials | $237K | 0.0% | 851 | New | |||
| 72 | $CTAS | CINTAS CORP | Consumer Discretionary | $212K | 0.0% | 1,249 | New | |||
| 73 | $ICE | Intercontinental Exchange, Inc. | Financials | $209K | 0.0% | 1,700 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 30 added to, 21 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
first bought this quarter
$LMTLOCKHEED MARTIN CORP$12.7M
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$10.8M
first bought this quarter
$HONAHoneywell Aerospace Inc.$10.6M
first bought this quarter
$MSGSMadison Square Garden Sports Corp.$465K
first bought this quarter
$SPHRSphere Entertainment Co.$303K
first bought this quarter
+4 more in the Excel export
Added to (30)
now $32.3M · held 2 qtrs, 2 adds in a row
now $78.5M · held 3+ qtrs, 2 adds in a row
now $43.5M · held 3+ qtrs, 2 adds in a row
- LONDON STOCK EXCHANGE GROUP SP - COM+44%
now $18.9M
now $28.1M · held 3+ qtrs
now $69.1M · held 3+ qtrs
+24 more in the Excel export
Trimmed (21)
$LOWLOWES COMPANIES INC-39%
now $21.0M · held 3+ qtrs
$ABTABBOTT LABORATORIES-39%
now $21.3M · held 3+ qtrs, 2 trims in a row
$BXBlackstone Inc.-61%
now $7.5M · held 3+ qtrs
now $46.9M · held 3+ qtrs
now $59.1M · held 3+ qtrs, 2 trims in a row
now $31.0M · held 3+ qtrs
+15 more in the Excel export
Holdings by quarter
Every 13F First Long Island Investors, LLC has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow First Long Island Investors?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of First Long Island Investors's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-4.4%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
First Long Island Investors, LLC disclosed 73 positions worth $1.4B in its Form 13F-HR for Q2 2026, led by $APH (AMPHENOL CORP /DE/) at 5.6% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 10 new positions and exited 7 — including a new stake in $MU and a full exit from $INTU. The portfolio is most concentrated in Technology (42.7% 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.
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