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The Analysis of First Long Island Investors, LLC's Holdings & P&L

Currently, First Long Island Investors, LLC holds 70 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+484.8K shares, valued at $14.5M), APH (+104.4K shares, valued at $13.2M), V (+39.2K shares, valued at $11.9M); decreased their positions in ADP (-82.3K shares, valued at $16.7M), CDNS (-35.3K shares, valued at $9.8M), NFLX (-63.9K shares, valued at $6.1M); initiated new positions in N/A (+484.8K shares, valued at $14.5M), GEV (+10.3K shares, valued at $9.0M), SNPS (+21.5K shares, valued at $8.5M).

1M P&L

+18.9M+1.65%

3M P&L

-4.4M-0.38%

HY P&L

+11.3M+0.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application143.1M

12.1%

2Semiconductors123.8M

10.5%

3Drug Manufacturers - General121.9M

10.3%

Top Industries by Stock Count

1Software - Application9 stocks

14.1%

2Drug Manufacturers - General5 stocks

7.8%

3N/A4 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION COM346.1K shares-0.29%2026-03-312026-05-15

MSFT MICROSOFT CORP COM160.0K shares-0.57%2026-03-312026-05-15

AMZN AMAZON COM INC COM274.8K shares-4.24%2026-03-312026-05-15

PH PARKER HANNIFIN CORP COM60.0K shares-0.80%2026-03-312026-05-15

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A174.2K shares-4.69%2026-03-312026-05-15

APH AMPHENOL CORP NEW CL A360.8K shares40.70%2026-03-312026-05-15

V VISA INC COM CL A143.1K shares37.79%2026-03-312026-05-15

LLY LILLY ELI & CO COM44.1K shares-0.35%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD S117.1K shares-0.85%2026-03-312026-05-15

ABT ABBOTT LABS COM382.0K shares-10.33%2026-03-312026-05-15

BROADCOM LTD SGD BROADCOM LTD SGD119.3K shares-0.27%2026-03-312026-05-15

LOW LOWES COS INC COM156.0K shares-0.85%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO COM116.3K shares-0.95%2026-03-312026-05-15

MA MASTERCARD INCORPORATED CL A65.4K shares-0.21%2026-03-312026-05-15

AAPL APPLE INC COM114.2K shares58.44%2026-03-312026-05-15

META META PLATFORMS INC CL A48.6K shares2.76%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON COM112.2K shares-1.53%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC COM159.2K shares-1.19%2026-03-312026-05-15

ABBV ABBVIE INC COM118.4K shares-1.11%2026-03-312026-05-15

AMGN AMGEN INC COM70.0K shares-0.92%2026-03-312026-05-15

WSM WILLIAMS SONOMA INC COM130.6K shares-1.02%2026-03-312026-05-15

FAST FASTENAL CO COM500.2K shares-1.14%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING INC109.7K shares-42.86%2026-03-312026-05-15

BLK BLACKROCK INC COM21.5K shares-1.16%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC281.9K shares20.03%2026-03-312026-05-15

EATON CORP PLC SHS EATON CORP PLC SHS55.0K shares-0.63%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC164.3K shares-0.35%2026-03-312026-05-15

NEE NEXTERA ENERGY INC187.3K shares-0.58%2026-03-312026-05-15

QCOM QUALCOMM INC COM132.8K shares-1.21%2026-03-312026-05-15

FICO FAIR ISAAC CORP15.6K shares198.21%2026-03-312026-05-15

USB US BANCORP DEL COM NEW318.6K shares-0.93%2026-03-312026-05-15

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C57.7K shares-0.03%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC COM104.7K shares-0.56%2026-03-312026-05-15

MCD MCDONALDS CORP COM51.0K shares-1.02%2026-03-312026-05-15

CNI CDN NATL RAILWAY CO CAD150.4K shares6.32%2026-03-312026-05-15

LONDON STOCK EXCHANGE GROUP SP LONDON STOCK EXCHANGE GROUP SP484.8K sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC COM55.0K shares-1.18%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC COM52.6K shares-1.07%2026-03-312026-05-15

INTU INTUIT COM31.9K shares10.88%2026-03-312026-05-15

HD HOME DEPOT INC COM41.4K shares-1.10%2026-03-312026-05-15

Sponsored

ZTS ZOETIS INC CL A108.5K shares-17.34%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY25.6K shares119.54%2026-03-312026-05-15

PAYX PAYCHEX INC127.2K shares6.30%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP COM58.7K shares18.94%2026-03-312026-05-15

NFLX NETFLIX INC COM96.2K shares-39.93%2026-03-312026-05-15

GEV GE VERNOVA LLC COM10.3K sharesnew addition2026-03-312026-05-15

SNPS SYNOPSYS INC21.5K sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC11.6K shares0.00%2026-03-312026-05-15

Sponsored

CDNS CADENCE DESIGN SYS INC16.3K shares-68.38%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP NEW COM6.0K shares-7.03%2026-03-312026-05-15

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 1875 shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC C892 shares0.00%2026-03-312026-05-15

PAAS PAN AMER SILVER CORP7.4K shares0.00%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD COM1.7K shares0.00%2026-03-312026-05-15

CAT CATERPILLAR INC474 shares0.00%2026-03-312026-05-15

Sponsored

MERCK & CO. INC COM MERCK & CO. INC COM2.7K shares-26.52%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP COM2.7K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC COM351 shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION COM880 shares0.00%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS691 shares0.00%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE INC1.7K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD TR INVESCO EXCHANGE TRADED FD TR5.5K shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS MID CAP ETF890 shares0.00%2026-03-312026-05-15

Sponsored

TXN TEXAS INSTRS INC COM1.3K shares0.00%2026-03-312026-05-15

IQVIA HOLDINGS INC. IQVIA HOLDINGS INC.1.4K shares0.00%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR SBI HEAL1.6K shares0.00%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC488 sharesnew addition2026-03-312026-05-15

TJX TJX COS INC NEW COM1.3K shares-22.39%2026-03-312026-05-15

COO COOPER COS INC COM NEW2.8K shares0.00%2026-03-312026-05-15

NVDA

NVIDIA CORPORATION COM

-0.29%

Shares346.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP COM

-0.57%

Shares160.0K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC COM

-4.24%

Shares274.8K

Event2026-03-31

Filed2026-05-15

PARKER HANNIFIN CORP COM

-0.80%

Shares60.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CAP STK CL A

-4.69%

Shares174.2K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP NEW CL A

40.70%

Shares360.8K

Event2026-03-31

Filed2026-05-15

VISA INC COM CL A

37.79%

Shares143.1K

Event2026-03-31

Filed2026-05-15

LLY

LILLY ELI & CO COM

-0.35%

Shares44.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MFG LTD S

-0.85%

Shares117.1K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABS COM

-10.33%

Shares382.0K

Event2026-03-31

Filed2026-05-15

BROADCOM LTD SGD

-0.27%

Shares119.3K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC COM

-0.85%

Shares156.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO COM

-0.95%

Shares116.3K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED CL A

-0.21%

Shares65.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC COM

58.44%

Shares114.2K

Event2026-03-31

Filed2026-05-15