PUZO MICHAEL J 13F Holdings

CIK 0001053914 · BOSTON, MA

As of Sep 30, 2025, PUZO MICHAEL J reported 377 positions worth $348.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity88,088$21.4M6.15%
NVIDIA CORPNVDATechnology110,901$20.7M5.94%
APPLE INCAAPLTechnology77,117 9.6M5.64%
MICROSOFT CORPMSFTTechnology36,720 9.0M5.46%
MASTERCARD INCMAFinancial Services26,086 4.8M4.26%
RTX CORPRTXEquity77,689 3.0M3.73%
ANALOG DEVICES INCADITechnology50,022 2.3M3.53%
AMAZON.COM INCAMZNEquity55,399 2.2M3.49%
ABBOTT LABORATORIESABTHealthcare90,569 2.1M3.48%
JOHNSON & JOHNSONJNJHealthcare63,789 1.8M3.40%
AUTOMATIC DATA PROCESSING INCADPIndustrials39,100 1.5M3.30%
TJX COMPANIES INCTJXConsumer Cyclical75,807 1.0M3.15%
PROCTER & GAMBLE COPGConsumer Defensive66,769 0.3M2.95%
HOME DEPOT INCHDConsumer Cyclical24,542$9.9M2.86%
ADVANCED MICRO DEVICES INCAMDEquity60,212$9.7M2.80%
SCHNEIDER ELECTRIC SE UNSPONSORD ADRSBGSY—164,710$9.2M2.65%
XYLEM INCXYLIndustrials61,302$9.0M2.60%
APTARGROUP INCATRHealthcare67,545$9.0M2.59%
ROCKWELL AUTOMATION INCROKIndustrials25,702$9.0M2.58%
DANAHER CORPDHRHealthcare44,559$8.8M2.54%
FISERV INCFISVTechnology65,229$8.4M2.42%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services10$7.5M2.17%
CHEVRON CORPCHVEnergy45,439$7.1M2.03%
UNITEDHEALTH GROUP INCUNHHealthcare19,135$6.6M1.90%
CARRIER GLOBAL CORPCARRBasic Materials105,785$6.3M1.81%