The Analysis of PUZO MICHAEL J's Holdings

Currently, PUZO MICHAEL J holds 71 types of securities in its portfolio with a total value $366.6M. In the most recent quarter, they have increased their positions in LLY (+3.0K shares, valued at $2.3M), AMAT (+7.9K shares, valued at $1.6M), UNH (+3.0K shares, valued at $1.0M); decreased their positions in NVO (-38.2K shares, valued at $2.1M), NVDA (-6.3K shares, valued at $1.2M), N/A (-12.5K shares, valued at $1.1M); initiated new positions in INTC (+8.8K shares, valued at $296.3K), N/A (+1.7K shares, valued at $207.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC CL A88.9K shares-1.18%2025-09-302025-11-10

NVDA NVIDIA CORP112.0K shares-5.30%2025-09-302025-11-10

AAPL APPLE77.6K shares0.01%2025-09-302025-11-10

MSFT MICROSOFT37.0K shares-0.24%2025-09-302025-11-10

MA MASTERCARD26.7K shares-4.06%2025-09-302025-11-10

RTX RTX CORPORATION79.9K shares-2.51%2025-09-302025-11-10

AMZN AMAZON.COM58.0K shares-0.61%2025-09-302025-11-10

ADI ANALOG DEVICES51.6K shares-0.61%2025-09-302025-11-10

Sponsored

ABT ABBOTT LABS92.6K shares0.72%2025-09-302025-11-10

JNJ JOHNSON AND JOHNSON66.4K shares-1.68%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING41.0K shares-1.73%2025-09-302025-11-10

TJX TJX COS79.4K shares0.04%2025-09-302025-11-10

PG PROCTER & GAMBLE69.8K shares-0.18%2025-09-302025-11-10

AMD ADVANCED MICRO DEVICES63.4K shares-5.82%2025-09-302025-11-10

HD HOME DEPOT25.3K shares-0.12%2025-09-302025-11-10

SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR172.7K shares0.39%2025-09-302025-11-10

Sponsored

ATR APTARGROUP70.9K shares0.06%2025-09-302025-11-10

XYL XYLEM INC64.2K shares-0.27%2025-09-302025-11-10

ROK ROCKWELL AUTOMATION27.0K shares-3.30%2025-09-302025-11-10

DHR DANAHER CORP46.6K shares0.33%2025-09-302025-11-10

FI FISERV67.2K shares0.34%2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY CL A10 shares-9.09%2025-09-302025-11-10

CVX CHEVRON46.4K shares0.32%2025-09-302025-11-10

CARR CARRIER GLOBAL114.2K shares-1.04%2025-09-302025-11-10

Sponsored

UNH UNITEDHEALTH GROUP19.6K shares17.73%2025-09-302025-11-10

VRTX VERTEX PHARMACEUTICALS15.5K shares1.05%2025-09-302025-11-10

CNI CANADIAN NATL RAILWAY63.1K shares-10.18%2025-09-302025-11-10

LLY ELI LILLY & CO7.6K shares65.01%2025-09-302025-11-10

MKC MCCORMICK & CO75.7K shares-0.53%2025-09-302025-11-10

XOM EXXON MOBIL37.7K shares-0.32%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC41.0K shares24.28%2025-09-302025-11-10

AMAT APPLIED MATERIAL17.2K shares85.15%2025-09-302025-11-10

Sponsored

AXP AMERICAN EXPRESS10.6K shares36.03%2025-09-302025-11-10

CRM SALESFORCE.COM14.2K shares5.92%2025-09-302025-11-10

MUNICH RE GROUP MUNICH RE GROUP4.4K shares-1.11%2025-09-302025-11-10

SCHW CHARLES SCHWAB23.9K shares34.45%2025-09-302025-11-10

ABBV ABBVIE9.4K shares-0.26%2025-09-302025-11-10

MRK MERCK17.6K shares-2.26%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY CL B2.6K shares-6.96%2025-09-302025-11-10

WMT WAL-MART STORES11.3K shares-0.88%2025-09-302025-11-10

Sponsored

EMR EMERSON ELECTRIC8.6K shares-0.46%2025-09-302025-11-10

CAT CATERPILLAR2.3K shares-3.77%2025-09-302025-11-10

NESTLE SA ADR NESTLE SA ADR11.2K shares-52.64%2025-09-302025-11-10

ROCHE HLDG LTD ADR ROCHE HLDG LTD ADR23.9K shares0.00%2025-09-302025-11-10

PEP PEPSICO6.9K shares-12.56%2025-09-302025-11-10

ASML ASML HOLDING NV795 shares-0.63%2025-09-302025-11-10

DE DEERE & CO1.5K shares-0.67%2025-09-302025-11-10

RELX RELX PLC13.7K shares27.07%2025-09-302025-11-10

Sponsored

UNP UNION PACIFIC2.3K shares0.00%2025-09-302025-11-10

ECL ECOLAB INC1.7K shares0.00%2025-09-302025-11-10

BMO BANK OF MONTREAL3.5K shares0.00%2025-09-302025-11-10

V VISA1.3K shares0.00%2025-09-302025-11-10

WFC WELLS FARGO5.0K shares0.00%2025-09-302025-11-10

GOOG ALPHABET INC CL C1.6K shares-4.71%2025-09-302025-11-10

SHEL SHEL PLC5.5K shares0.00%2025-09-302025-11-10

FIDELITY 500 INDEX FUND FUND FIDELITY 500 INDEX FUND FUND1.4K shares-12.18%2025-09-302025-11-10

Sponsored

NVO NOVO NORDISK A S ADR5.8K shares-86.85%2025-09-302025-11-10

FIDELITY NASDAQ COMPOSITE INDE FIDELITY NASDAQ COMPOSITE INDE1.1K shares-15.35%2025-09-302025-11-10

INTC INTEL8.8K sharesnew addition2025-09-302025-11-10

SYY SYSCO3.4K shares0.00%2025-09-302025-11-10

OZK BANK OZK5.4K shares0.00%2025-09-302025-11-10

JPM JPMORGAN CHASE840 shares-1.18%2025-09-302025-11-10

KO COCA COLA3.9K shares-0.51%2025-09-302025-11-10

IDXX IDEXX CORP400 shares0.00%2025-09-302025-11-10

Sponsored

TXN TEXAS INSTRUMENTS1.4K shares0.00%2025-09-302025-11-10

NUE NUCOR CORP1.8K shares0.00%2025-09-302025-11-10

META META PLATFORMS INC325 shares-13.33%2025-09-302025-11-10

HON HONEYWELL INTL1.1K shares0.00%2025-09-302025-11-10

GILD GILEAD SCIENCES2.0K shares-5.90%2025-09-302025-11-10

CSCO CISCO SYS INC3.2K shares0.00%2025-09-302025-11-10

VANGUARD SMALL CAP INDEX FD AD VANGUARD SMALL CAP INDEX FD AD1.7K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available