PUZO MICHAEL J
13F Reported Value
ⓘ$387.9M
Holdings
66
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PUZO MICHAEL J disclosed 66 positions worth $387.9M in its Form 13F-HR for Q2 2026, led by $AMD (ADVANCED MICRO DEVICES INC) at 7.2% of the equity portfolio, followed by $GOOG and $NVDA. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $INTC and a full exit from $MKC. The portfolio is most concentrated in Technology (47.7% of disclosed assets). All figures are sourced directly from PUZO MICHAEL J’s Form 13F-HR filing with the SEC under CIK 1053914.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.8#32
Quality
$28.1M48,290 sh - 78.2#57
Quality
$24.3M67,922 sh - 85.9#5
Quality
$20.9M104,542 sh - 76.4
Quality
$20.3M70,293 sh - 72.3
Quality
$18.1M25,035 sh - 79.2
Quality
$17.2M43,236 sh - 69.0
Quality
$15.1M59,597 sh - 79.8
Quality
$14.3M38,446 sh - 68.7
Quality
$14.3M59,827 sh - 85.1
Quality
$12.9M25,086 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ADVANCED MICRO DEVICES INC$AMD | 79.8#32 | $28.1M | 48,290 |
 Alphabet Inc.$GOOG | 78.2#57 | $24.3M | 67,922 |
 NVIDIA CORP$NVDA | 85.9#5 | $20.9M | 104,542 |
 Apple Inc.$AAPL | 76.4 | $20.3M | 70,293 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $18.1M | 25,035 |
 ANALOG DEVICES INC$ADI | 79.2 | $17.2M | 43,236 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $15.1M | 59,597 |
 MICROSOFT CORP$MSFT | 79.8 | $14.3M | 38,446 |
 AMAZON COM INC$AMZN | 68.7 | $14.3M | 59,827 |
 Mastercard Inc$MA | 85.1 | $12.9M | 25,086 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PUZO MICHAEL J's 66 positions.
Showing top 10 of 66 holdings.
Sector Allocation
Technology
$185.2M
Healthcare
$47.9M
Consumer Discretionary
$35.6M
Financials
$34.5M
Industrials
$32.1M
Other
$16.0M
Energy
$12.3M
Consumer Staples
$10.5M
Full Holdings — PUZO MICHAEL J (Q2 2026)
All 66 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 | $AMD | ADVANCED MICRO DEVICES INC | $28.1M | 7.2% | -11% | 79.8 |
| 2 | $GOOG | Alphabet Inc. | $24.3M | 6.3% | -9% | 78.2 |
| 3 | $NVDA | NVIDIA CORP | $20.9M | 5.4% | -2% | 85.9 |
| 4 | $AAPL | Apple Inc. | $20.3M | 5.2% | -4% | 76.4 |
| 5 | $AMAT | APPLIED MATERIALS INC /DE | $18.1M | 4.7% | -2% | 72.3 |
| 6 | $ADI | ANALOG DEVICES INC | $17.2M | 4.4% | -10% | 79.2 |
| 7 | $JNJ | JOHNSON & JOHNSON | $15.1M | 3.9% | -3% | 69 |
| 8 | $MSFT | MICROSOFT CORP | $14.3M | 3.7% | +1% | 79.8 |
| 9 | $AMZN | AMAZON COM INC | $14.3M | 3.7% | +0% | 68.7 |
| 10 | $MA | Mastercard Inc | $12.9M | 3.3% | +1% | 85.1 |
| 11 |  $RTX | RTX Corp | $12.9M | 3.3% | -4% | 73.2 |
| 12 |  $ROK | ROCKWELL AUTOMATION, INC | $12.6M | 3.3% | -2% | 63.6 |
| 13 |  $TJX | TJX COMPANIES INC /DE/ | $11.8M | 3.0% | -1% | 68.7 |
| 14 |  $LLY | ELI LILLY & Co | $11.3M | 2.9% | +7% | 87.5 |
| 15 | — | SCHNEIDER ELEC SA ADR - COM | $11.1M | 2.9% | -1% | — |
| 16 |  $PG | PROCTER & GAMBLE Co | $9.8M | 2.5% | -1% | 64.6 |
| 17 |  $ADP | AUTOMATIC DATA PROCESSING INC | $8.8M | 2.3% | -1% | 69.8 |
| 18 |  $HD | HOME DEPOT, INC. | $8.7M | 2.3% | +0% | 60.3 |
| 19 |  $DHR | DANAHER CORP /DE/ | $8.6M | 2.2% | -1% | 64.8 |
| 20 |  $ABT | ABBOTT LABORATORIES | $8.3M | 2.1% | -0% | 65.5 |
| 21 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.9M | 2.0% | +3% | 75.4 |
| 22 |  $XYL | Xylem Inc. | $7.7M | 2.0% | -0% | 65.8 |
| 23 |  $ATR | APTARGROUP, INC. | $7.5M | 1.9% | -10% | 57.5 |
| 24 |  $CVX | CHEVRON CORP | $7.4M | 1.9% | -0% | 62.8 |
| 25 |  $AXP | AMERICAN EXPRESS CO | $6.5M | 1.7% | +19% | 69.4 |
| 26 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6.0M | 1.5% | -11% | 73.8 |
| 27 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $5.9M | 1.5% | -6% | — |
| 28 |  $UBER | Uber Technologies, Inc | $5.5M | 1.4% | +11% | 73.5 |
| 29 |  $SCHW | SCHWAB CHARLES CORP | $5.1M | 1.3% | +12% | 79.4 |
| 30 |  $XOM.R34088 | EXXON MOBIL CORP | $4.5M | 1.1% | -1% | 57.9 |
| 31 |  $AVGO | Broadcom Inc. | $3.7M | 1.0% | +79% | 84.5 |
| 32 |  $WCN | Waste Connections, Inc. | $3.5M | 0.9% | +149% | 68.2 |
| 33 |  $NEE | NEXTERA ENERGY INC | $2.7M | 0.7% | +172% | 64.6 |
| 34 | — | MUNICH RE GROUP - COM | $2.5M | 0.6% | +0% | — |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.2M | 0.6% | -2% | 73.8 |
| 36 |  $MRK | Merck & Co., Inc. | $2.2M | 0.6% | -1% | 59.9 |
| 37 |  $ABBV | AbbVie Inc. | $2.2M | 0.6% | -7% | 72.6 |
| 38 |  $ASML | ASML HOLDING NV | $1.8M | 0.5% | -1% | — |
| 39 | — | ROCHE HLDG LTD ADR - COM | $1.2M | 0.3% | -0% | — |
| 40 |  $CAT | CATERPILLAR INC | $1.1M | 0.3% | -7% | 66.5 |
| 41 |  $EMR | EMERSON ELECTRIC CO | $1.0M | 0.3% | +0% | 65.3 |
| 42 |  $WMT | Walmart Inc. | $815,472 | 0.2% | +0% | 60.2 |
| 43 |  $DE | DEERE & CO | $640,673 | 0.2% | -6% | 55.4 |
| 44 |  $BMO | BANK OF MONTREAL /CAN/ | $618,450 | 0.2% | +0% | 76 |
| 45 |  $UNP | UNION PACIFIC CORP | $610,640 | 0.2% | -0% | 69.7 |
| 46 |  $UNH | UNITEDHEALTH GROUP INC | $588,117 | 0.1% | -88% | 62.7 |
| 47 |  $GOOGL | Alphabet Inc. | $551,195 | 0.1% | +0% | 78.2 |
| 48 |  $FISV | FISERV INC | $544,944 | 0.1% | -75% | 60.7 |
| 49 |  $INTC | INTEL CORP | $465,247 | 0.1% | NEW | 45.6 |
| 50 |  $PEP | PEPSICO INC | $433,280 | 0.1% | -40% | 63.4 |
| 51 |  $SHEL | Shell plc | $422,593 | 0.1% | +0% | — |
| 52 |  $WFC | WELLS FARGO & COMPANY/MN | $413,200 | 0.1% | +0% | 61.8 |
| 53 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $401,969 | 0.1% | +43% | 69.7 |
| 54 |  $V | VISA INC. | $394,554 | 0.1% | +0% | 82.9 |
| 55 | — | FIDELITY 500 INDEX FUND FUND - Equity Mutual Fu | $376,582 | 0.1% | +0% | — |
| 56 | — | FIDELITY NASDAQ COMPOSITE INDE - Equity Mutual Fu | $367,941 | 0.1% | +0% | — |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $359,427 | 0.1% | +0% | 70.3 |
| 58 |  $KO | COCA COLA CO | $318,578 | 0.1% | +0% | 69.5 |
| 59 |  $META | Meta Platforms, Inc. | $306,992 | 0.1% | -11% | 79.6 |
| 60 |  $GILD | GILEAD SCIENCES, INC. | $249,648 | 0.1% | +0% | 57.4 |
| 61 | — | VANGUARD SMALL CAP INDEX FD AD - Equity Mutual Fu | $246,738 | 0.1% | -50% | — |
| 62 |  $GLW | CORNING INC /NY | $242,658 | 0.1% | NEW | 73.7 |
| 63 |  $CARR | CARRIER GLOBAL Corp | $240,955 | 0.1% | -85% | 56.6 |
| 64 |  $JPM | JPMORGAN CHASE & CO | $229,131 | 0.1% | -52% | 70.7 |
| 65 |  $DOV | DOVER Corp | $201,852 | 0.1% | NEW | 58.1 |
| 66 | — | GQG PARTNERS EMERGING MARKETS - Equity Mutual Fu | $192,712 | 0.1% | NEW | — |
New Positions (4)
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