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The Analysis of PUZO MICHAEL J's Holdings & P&L

Currently, PUZO MICHAEL J holds 67 types of securities in its portfolio with a total value $343.4M. In the most recent quarter, they have increased their positions in WCN (+8.5K shares, valued at $1.4M), N/A (+4.1K shares, valued at $1.3M), NEE (+11.1K shares, valued at $1.0M); decreased their positions in UNH (-7.0K shares, valued at $1.9M), N/A (-6.0K shares, valued at $1.7M), RTX (-6.6K shares, valued at $1.3M); initiated new positions in WCN (+8.5K shares, valued at $1.4M), NEE (+11.1K shares, valued at $1.0M), APD (+1.0K shares, valued at $290.5K).

1M P&L

+15.5M+4.88%

3M P&L

+16.9M+5.35%

HY P&L

+30.5M+10.11%

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

1Semiconductors45.1M

15.0%

2Drug Manufacturers - General25.4M

8.4%

3Consumer Electronics18.5M

6.2%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

7.3%

2Semiconductors3 stocks

5.5%

3Credit Services3 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC CL A ALPHABET INC CL A74.5K shares-7.49%2026-03-312026-05-07

NVDA NVIDIA CORP107.1K shares-1.74%2026-03-312026-05-07

AAPL APPLE72.9K shares-3.39%2026-03-312026-05-07

ADI ANALOG DEVICES48.3K shares-6.01%2026-03-312026-05-07

JNJ JOHNSON AND JOHNSON61.2K shares-6.41%2026-03-312026-05-07

MSFT MICROSOFT38.0K shares2.38%2026-03-312026-05-07

RTX RTX CORPORATION70.7K shares-8.53%2026-03-312026-05-07

TJX TJX COS78.4K shares-2.06%2026-03-312026-05-07

Sponsored

MA MASTERCARD24.9K shares-3.11%2026-03-312026-05-07

AMZN AMAZON.COM59.6K shares3.75%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES54.3K shares-3.46%2026-03-312026-05-07

PG PROCTER & GAMBLE67.8K shares-3.58%2026-03-312026-05-07

ABT ABBOTT LABS91.8K shares-2.24%2026-03-312026-05-07

ROK ROCKWELL AUTOMATION26.1K shares-2.91%2026-03-312026-05-07

SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR171.6K shares-0.90%2026-03-312026-05-07

CVX CHEVRON44.6K shares-3.92%2026-03-312026-05-07

Sponsored

AMAT APPLIED MATERIAL25.6K shares-0.57%2026-03-312026-05-07

DHR DANAHER CORP45.8K shares-2.02%2026-03-312026-05-07

ATR APTARGROUP66.9K shares-5.35%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING39.9K shares-2.42%2026-03-312026-05-07

LLY ELI LILLY & CO8.8K shares7.20%2026-03-312026-05-07

HD HOME DEPOT24.6K shares-3.18%2026-03-312026-05-07

XYL XYLEM INC65.5K shares1.89%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS15.4K shares0.28%2026-03-312026-05-07

Sponsored

BRK.A BERKSHIRE HATHAWAY CL A9 shares0.00%2026-03-312026-05-07

XOM EXXON MOBIL33.0K shares-12.40%2026-03-312026-05-07

CNI CANADIAN NATL RAILWAY52.7K shares-7.56%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC68.6K shares25.40%2026-03-312026-05-07

AXP AMERICAN EXPRESS16.3K shares9.17%2026-03-312026-05-07

SCHW CHARLES SCHWAB49.6K shares19.46%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP11.5K shares-37.95%2026-03-312026-05-07

MUNICH RE GROUP MUNICH RE GROUP4.4K shares0.00%2026-03-312026-05-07

Sponsored

FI FISERV44.0K shares-28.02%2026-03-312026-05-07

BERKSHIRE HATHAWAY CL B BERKSHIRE HATHAWAY CL B4.6K shares14.75%2026-03-312026-05-07

MERCK MERCK17.6K shares0.00%2026-03-312026-05-07

ABBV ABBVIE9.4K shares0.00%2026-03-312026-05-07

BROADCOM INC BROADCOM INC5.5K shares285.10%2026-03-312026-05-07

WCN WASTE CONNECTIONS INC NEW8.5K sharesnew addition2026-03-312026-05-07

MKC MCCORMICK & CO25.0K shares-42.54%2026-03-312026-05-07

CARR CARRIER GLOBAL22.3K shares-8.05%2026-03-312026-05-07

Sponsored

ASML ASML HOLDING NV920 shares17.20%2026-03-312026-05-07

ROCHE HLDG LTD ADR ROCHE HLDG LTD ADR23.9K shares0.00%2026-03-312026-05-07

NEE NEXTERA ENERGY11.1K sharesnew addition2026-03-312026-05-07

EMR EMERSON ELECTRIC7.0K shares-18.63%2026-03-312026-05-07

WMT WAL-MART STORES7.2K shares-31.75%2026-03-312026-05-07

PEP PEPSICO5.4K shares-11.52%2026-03-312026-05-07

CAT CATERPILLAR1.1K shares-51.09%2026-03-312026-05-07

DE DEERE & CO1.1K shares-27.03%2026-03-312026-05-07

Sponsored

UNP UNION PACIFIC2.3K shares0.00%2026-03-312026-05-07

SHEL SHEL PLC5.5K shares0.00%2026-03-312026-05-07

BMO BANK OF MONTREAL3.5K shares0.00%2026-03-312026-05-07

ALPHABET INC CL C ALPHABET INC CL C1.6K shares0.00%2026-03-312026-05-07

JPM JPMORGAN CHASE1.5K shares73.81%2026-03-312026-05-07

VANGUARD SMALL CAP INDEX FD AD VANGUARD SMALL CAP INDEX FD AD3.4K shares100.00%2026-03-312026-05-07

WFC WELLS FARGO5.0K shares0.00%2026-03-312026-05-07

META META PLATFORMS INC615 shares0.00%2026-03-312026-05-07

Sponsored

V VISA1.1K shares-13.53%2026-03-312026-05-07

FIDELITY 500 INDEX FUND FUND FIDELITY 500 INDEX FUND FUND1.4K shares0.00%2026-03-312026-05-07

FIDELITY NASDAQ COMPOSITE INDE FIDELITY NASDAQ COMPOSITE INDE1.1K shares0.00%2026-03-312026-05-07

KO COCA COLA3.9K shares0.00%2026-03-312026-05-07

APD AIR PRODUCTS & CHEM1.0K sharesnew addition2026-03-312026-05-07

GILD GILEAD SCIENCES2.0K shares0.00%2026-03-312026-05-07

CL COLGATE-PALMOLIVE3.1K sharesnew addition2026-03-312026-05-07

CANADIAN PACIFIC KANSAS CITY L CANADIAN PACIFIC KANSAS CITY L3.2K sharesnew addition2026-03-312026-05-07

Sponsored

CSCO CISCO SYS INC3.1K shares0.00%2026-03-312026-05-07

EOG EOG RESOURCES1.5K sharesnew addition2026-03-312026-05-07

RELX RELX PLC6.0K shares-57.43%2026-03-312026-05-07

ALPHABET INC CL A

-7.49%

Shares74.5K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORP

-1.74%

Shares107.1K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE

-3.39%

Shares72.9K

Event2026-03-31

Filed2026-05-07

ADI

ANALOG DEVICES

-6.01%

Shares48.3K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON AND JOHNSON

-6.41%

Shares61.2K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT

2.38%

Shares38.0K

Event2026-03-31

Filed2026-05-07

RTX

RTX CORPORATION

-8.53%

Shares70.7K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS

-2.06%

Shares78.4K

Event2026-03-31

Filed2026-05-07

MASTERCARD

-3.11%

Shares24.9K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON.COM

3.75%

Shares59.6K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES

-3.46%

Shares54.3K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE

-3.58%

Shares67.8K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABS

-2.24%

Shares91.8K

Event2026-03-31

Filed2026-05-07

ROK

ROCKWELL AUTOMATION

-2.91%

Shares26.1K

Event2026-03-31

Filed2026-05-07

SCHNEIDER ELEC SA ADR

-0.90%

Shares171.6K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON

-3.92%

Shares44.6K

Event2026-03-31

Filed2026-05-07

AMAT

APPLIED MATERIAL

-0.57%

Shares25.6K

Event2026-03-31

Filed2026-05-07

DHR

DANAHER CORP

-2.02%

Shares45.8K

Event2026-03-31

Filed2026-05-07

ATR

APTARGROUP

-5.35%

Shares66.9K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING

-2.42%

Shares39.9K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

7.20%

Shares8.8K

Event2026-03-31

Filed2026-05-07

HOME DEPOT

-3.18%

Shares24.6K

Event2026-03-31

Filed2026-05-07

XYL

XYLEM INC

1.89%

Shares65.5K

Event2026-03-31

Filed2026-05-07

VRTX

VERTEX PHARMACEUTICALS

0.28%

Shares15.4K

Event2026-03-31

Filed2026-05-07

BRK.A

BERKSHIRE HATHAWAY CL A

0.00%

Shares9

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL

-12.40%

Shares33.0K

Event2026-03-31

Filed2026-05-07

CNI

CANADIAN NATL RAILWAY

-7.56%

Shares52.7K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC

25.40%

Shares68.6K

Event2026-03-31

Filed2026-05-07

AXP

AMERICAN EXPRESS

9.17%

Shares16.3K

Event2026-03-31

Filed2026-05-07

SCHW

CHARLES SCHWAB

19.46%

Shares49.6K

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP

-37.95%

Shares11.5K

Event2026-03-31

Filed2026-05-07

MUNICH RE GROUP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-07

FISERV

-28.02%

Shares44.0K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY CL B

14.75%

Shares4.6K

Event2026-03-31

Filed2026-05-07

MERCK

0.00%

Shares17.6K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

285.10%

Shares5.5K

Event2026-03-31

Filed2026-05-07

WCN

WASTE CONNECTIONS INC NEW

New

Shares8.5K

Event2026-03-31

Filed2026-05-07

MKC

MCCORMICK & CO

-42.54%

Shares25.0K

Event2026-03-31

Filed2026-05-07

CARR

CARRIER GLOBAL

-8.05%

Shares22.3K

Event2026-03-31

Filed2026-05-07

ASML

ASML HOLDING NV

17.20%

Shares920

Event2026-03-31

Filed2026-05-07

ROCHE HLDG LTD ADR

0.00%

Shares23.9K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY

New

Shares11.1K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELECTRIC

-18.63%

Shares7.0K

Event2026-03-31

Filed2026-05-07

WMT

WAL-MART STORES

-31.75%

Shares7.2K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO

-11.52%

Shares5.4K

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR

-51.09%

Shares1.1K

Event2026-03-31

Filed2026-05-07

DEERE & CO

-27.03%

Shares1.1K

Event2026-03-31

Filed2026-05-07

UNP

UNION PACIFIC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-07

SHEL

SHEL PLC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-07

BMO

BANK OF MONTREAL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-07

ALPHABET INC CL C

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE

73.81%

Shares1.5K

Event2026-03-31

Filed2026-05-07

VANGUARD SMALL CAP INDEX FD AD

100.00%

Shares3.4K

Event2026-03-31

Filed2026-05-07

WFC

WELLS FARGO

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07