First Long Island Investors, LLC
13F Reported Value
ⓘ$1.4B
Holdings
73
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (45.0% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.3#41
Quality
$78.5M445,193 sh - 85.9#5
Quality
$71.0M354,890 sh - 68.7#300
Quality
$69.1M289,993 sh - 79.8
Quality
$59.9M160,492 sh - 78.2
Quality
$59.1M165,391 sh - 65.8
Quality
$59.0M60,284 sh - 87.5
Quality
$55.1M45,914 sh - $46.9M98,125 sh
- 84.5
Quality
$46.8M123,999 sh - 82.9
Quality
$46.6M135,745 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMPHENOL CORP /DE/$APH | 79.3#41 | $78.5M | 445,193 |
 NVIDIA CORP$NVDA | 85.9#5 | $71.0M | 354,890 |
 AMAZON COM INC$AMZN | 68.7#300 | $69.1M | 289,993 |
 MICROSOFT CORP$MSFT | 79.8 | $59.9M | 160,492 |
 Alphabet Inc.$GOOG | 78.2 | $59.1M | 165,391 |
 Parker-Hannifin Corp$PH | 65.8 | $59.0M | 60,284 |
 ELI LILLY & Co$LLY | 87.5 | $55.1M | 45,914 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $46.9M | 98,125 |
 Broadcom Inc.$AVGO | 84.5 | $46.8M | 123,999 |
 VISA INC.$V | 82.9 | $46.6M | 135,745 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of First Long Island Investors, LLC's 73 positions.
Showing top 10 of 73 holdings.
Sector Allocation
Technology
$635.3M
Healthcare
$190.1M
Consumer Discretionary
$174.9M
Financials
$168.1M
Industrials
$154.5M
Consumer Staples
$43.0M
Other
$20.3M
Utilities
$16.4M
Full Holdings — First Long Island Investors, LLC (Q2 2026)
All 73 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 | $APH | AMPHENOL CORP /DE/ | $78.5M | 5.6% | +23% | 79.3 |
| 2 | $NVDA | NVIDIA CORP | $71.0M | 5.0% | +3% | 85.9 |
| 3 | $AMZN | AMAZON COM INC | $69.1M | 4.9% | +6% | 68.7 |
| 4 | $MSFT | MICROSOFT CORP | $59.9M | 4.2% | +0% | 79.8 |
| 5 | $GOOG | Alphabet Inc. | $59.1M | 4.2% | -5% | 78.2 |
| 6 | $PH | Parker-Hannifin Corp | $59.0M | 4.2% | +0% | 65.8 |
| 7 | $LLY | ELI LILLY & Co | $55.1M | 3.9% | +4% | 87.5 |
| 8 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $46.9M | 3.3% | -16% | — |
| 9 | $AVGO | Broadcom Inc. | $46.8M | 3.3% | +4% | 84.5 |
| 10 | $V | VISA INC. | $46.6M | 3.3% | -5% | 82.9 |
| 11 |  $AAPL | Apple Inc. | $43.5M | 3.1% | +32% | 76.4 |
| 12 |  $JPM | JPMORGAN CHASE & CO | $38.1M | 2.7% | +0% | 70.7 |
| 13 |  $MU | MICRON TECHNOLOGY INC | $33.7M | 2.4% | NEW | 86.2 |
| 14 |  $GEV | GE Vernova Inc. | $32.3M | 2.3% | +168% | 81.1 |
| 15 |  $MA | Mastercard Inc | $31.0M | 2.2% | -8% | 85.1 |
| 16 |  $WSM | WILLIAMS SONOMA INC | $30.4M | 2.2% | -0% | 66.1 |
| 17 |  $ABBV | AbbVie Inc. | $29.8M | 2.1% | -0% | 72.6 |
| 18 |  $PM | Philip Morris International Inc. | $28.8M | 2.0% | +0% | 75.9 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $28.5M | 2.0% | -0% | 69 |
| 20 |  $ETN | Eaton Corp plc | $28.1M | 2.0% | +20% | — |
| 21 |  $META | Meta Platforms, Inc. | $27.5M | 1.9% | +1% | 79.6 |
| 22 |  $ADP | AUTOMATIC DATA PROCESSING INC | $27.1M | 1.9% | +10% | 69.8 |
| 23 |  $AMGN | AMGEN INC | $25.3M | 1.8% | -0% | 79.2 |
| 24 |  $UNH | UNITEDHEALTH GROUP INC | $24.5M | 1.7% | +12% | 62.7 |
| 25 |  $QCOM | QUALCOMM INC/DE | $24.5M | 1.7% | -0% | 70.5 |
| 26 |  $FAST | FASTENAL CO | $24.0M | 1.7% | -0% | 66.9 |
| 27 |  $ABT | ABBOTT LABORATORIES | $21.3M | 1.5% | -39% | 65.5 |
| 28 |  $LOW | LOWES COMPANIES INC | $21.0M | 1.5% | -39% | 60.8 |
| 29 |  $FICO | FAIR ISAAC CORP | $20.9M | 1.5% | +12% | 77.7 |
| 30 |  $BLK | BlackRock, Inc. | $20.6M | 1.5% | -0% | 70 |
| 31 |  $UBER | Uber Technologies, Inc | $20.5M | 1.4% | +1% | 73.5 |
| 32 |  $USB | US BANCORP \DE\ | $19.2M | 1.4% | -0% | 65.3 |
| 33 | — | LONDON STOCK EXCHANGE GROUP SP - COM | $18.9M | 1.3% | +44% | — |
| 34 |  $GOOGL | Alphabet Inc. | $18.8M | 1.3% | -8% | 78.2 |
| 35 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $18.0M | 1.3% | +0% | — |
| 36 |  $NEE | NEXTERA ENERGY INC | $16.4M | 1.2% | +0% | 64.6 |
| 37 |  $ITW | ILLINOIS TOOL WORKS INC | $14.8M | 1.1% | -0% | 63.6 |
| 38 |  $HD | HOME DEPOT, INC. | $14.6M | 1.0% | -0% | 60.3 |
| 39 |  $PEP | PEPSICO INC | $14.2M | 1.0% | +0% | 63.4 |
| 40 |  $MCD | MCDONALDS CORP | $13.8M | 1.0% | -0% | 69 |
| 41 |  $SNPS | SYNOPSYS INC | $13.1M | 0.9% | +37% | 67.9 |
| 42 |  $LMT | LOCKHEED MARTIN CORP | $12.7M | 0.9% | NEW | 65.6 |
| 43 |  $HON | HONEYWELL INTERNATIONAL INC | $10.8M | 0.8% | NEW | 65 |
| 44 |  $HONA | Honeywell Aerospace Inc. | $10.6M | 0.8% | NEW | — |
| 45 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $9.2M | 0.7% | +50% | 72.6 |
| 46 |  $BX | Blackstone Inc. | $7.5M | 0.5% | -61% | 74.4 |
| 47 |  $NFLX | NETFLIX INC | $6.0M | 0.4% | -13% | 78.8 |
| 48 |  $ISRG | INTUITIVE SURGICAL INC | $4.7M | 0.3% | +1% | 79.9 |
| 49 |  $SCHW | SCHWAB CHARLES CORP | $3.9M | 0.3% | +613% | 79.4 |
| 50 |  $TJX | TJX COMPANIES INC /DE/ | $1.8M | 0.1% | +814% | 68.7 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $644,350 | 0.1% | +0% | — |
| 52 |  $CRWD | CrowdStrike Holdings, Inc. | $527,330 | 0.0% | +0% | 67.7 |
| 53 |  $CAT | CATERPILLAR INC | $504,763 | 0.0% | +0% | 66.5 |
| 54 |  $MSGS | Madison Square Garden Sports Corp. | $464,527 | 0.0% | NEW | 50.3 |
| 55 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $445,208 | 0.0% | -0% | 65.1 |
| 56 |  $BNY | Bank of New York Mellon Corp | $384,952 | 0.0% | +0% | 74.1 |
| 57 |  $SYK | STRYKER CORP | $383,160 | 0.0% | +38% | 72.1 |
| 58 |  $TXN | TEXAS INSTRUMENTS INC | $378,847 | 0.0% | +0% | 73.4 |
| 59 |  $AZN | ASTRAZENECA PLC | $364,070 | 0.0% | +0% | — |
| 60 |  $GS | GOLDMAN SACHS GROUP INC | $359,036 | 0.0% | +1% | 73.5 |
| 61 |  $MRK | Merck & Co., Inc. | $342,581 | 0.0% | +0% | 59.9 |
| 62 |  $PAAS | PAN AMERICAN SILVER CORP | $330,595 | 0.0% | +0% | — |
| 63 |  $SPHR | Sphere Entertainment Co. | $303,495 | 0.0% | NEW | 53.7 |
| 64 |  $IVZ | Invesco Ltd. | $297,165 | 0.0% | +0% | — |
| 65 | — | VANGUARD INDEX FDS MID CAP ETF - COM | $286,829 | 0.0% | +300% | — |
| 66 |  $DELL | Dell Technologies Inc. | $280,449 | 0.0% | NEW | 71.2 |
| 67 |  $AEM | AGNICO EAGLE MINES LTD | $268,220 | 0.0% | +0% | — |
| 68 |  $MSI | Motorola Solutions, Inc. | $265,786 | 0.0% | +31% | 71.8 |
| 69 | — | SELECT SECTOR SPDR TR SBI HEAL - COM | $250,524 | 0.0% | +0% | — |
| 70 | — | ISHARES TR S&P SML 600 GWT - COM | $239,324 | 0.0% | NEW | — |
| 71 |  $ECL | ECOLAB INC. | $237,097 | 0.0% | NEW | 63.3 |
| 72 |  $CTAS | CINTAS CORP | $212,430 | 0.0% | NEW | 68.7 |
| 73 |  $ICE | Intercontinental Exchange, Inc. | $209,287 | 0.0% | +0% | 73.7 |
New Positions (10)
$MU MICRON TECHNOLOGY INC$33.7M$LMT LOCKHEED MARTIN CORP$12.7M$HON HONEYWELL INTERNATIONAL INC$10.8M$HONA Honeywell Aerospace Inc.$10.6M$MSGS Madison Square Garden Sports Corp.$464,527$SPHR Sphere Entertainment Co.$303,495$DELL Dell Technologies Inc.$280,449$ECL ECOLAB INC.$237,097$CTAS CINTAS CORP$212,430
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