Puzo Michael J

13F filer · CIK 0001053914

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$388MU.S. long equity reported on 13F

Positions593 new · 5 closed

Net flow last quarter-$13.7MBuys minus sells

Top 10 positions weight47.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202659 positions
AMDAdvanced Micro Devices Inc	$28.1M	7.23%	0.00%	-11.0%	Q1 2022
GOOGLAlphabet Inc.	$24.3M	6.26%	0.00%	-8.8%	Q3 2015
NVDANvidia Corp	$20.9M	5.39%	0.00%	-2.4%	Q4 2021
AAPLApple Inc.	$20.3M	5.24%	0.00%	-3.6%	Q4 2012
AMATApplied Materials Inc	$18.1M	4.67%	0.00%	-2.1%	Q2 2025
ADIAnalog Devices Inc	$17.2M	4.43%	0.01%	-10.4%	Q3 2016
JNJJohnson & Johnson	$15.1M	3.90%	0.00%	-2.6%	Q4 2012
MSFTMicrosoft Corp	$14.3M	3.70%	0.00%	+1.1%	Q4 2012
AMZNAmazon Com Inc	$14.3M	3.68%	0.00%	+0.4%	Q4 2018
MAMastercard Inc	$12.9M	3.32%	0.00%	+0.9%	Q4 2012
RTXRTX Corp	$12.9M	3.32%	0.01%	-4.0%	Q2 2020
ROKRockwell Automation, Inc	$12.6M	3.26%	0.02%	-2.2%	Q1 2013
TJXTJX Companies Inc	$11.8M	3.04%	0.01%	-0.8%	Q1 2015
LLYELI LILLY & Co	$11.3M	2.90%	0.00%	+6.5%	Q4 2012
PGPROCTER & GAMBLE Co	$9.79M	2.52%	0.00%	-1.5%	Q4 2012
ADPAutomatic Data Processing Inc	$8.82M	2.27%	0.01%	-1.4%	Q4 2012
HDHome Depot, Inc.	$8.72M	2.25%	0.00%	+0.4%	Q4 2012
DHRDanaher Corp	$8.62M	2.22%	0.01%	-1.1%	Q1 2015
ABTAbbott Laboratories	$8.3M	2.14%	0.01%	-0.4%	Q4 2012
VRTXVertex Pharmaceuticals Inc / Ma	$7.9M	2.04%	0.01%	+3.2%	Q1 2018
XYLXylem Inc.	$7.72M	1.99%	0.03%	-0.2%	Q2 2014
ATRAptargroup, Inc.	$7.53M	1.94%	0.09%	-10.1%	Q4 2012
CVXChevron Corp	$7.37M	1.90%	0.00%	-0.3%	Q4 2012
AXPAmerican Express Co	$6.55M	1.69%	0.00%	+18.9%	Q2 2019
BRK.ABerkshire Hathaway Inc	$5.99M	1.54%	Not reported	-11.1%	Q3 2014
CNICanadian National Railway Co	$5.91M	1.52%	0.01%	-5.9%	Q4 2012
UBERUber Technologies, Inc	$5.47M	1.41%	0.00%	+10.6%	Q1 2025
SCHWSchwab Charles Corp	$5.13M	1.32%	0.00%	+12.3%	Q2 2015
XOMExxonMobil Holdings Corp	$4.47M	1.15%	0.00%	-0.9%	Q4 2012
AVGOBroadcom Inc.	$3.73M	0.96%	0.00%	+79.1%	Q4 2025
WCNWaste Connections, Inc.	$3.54M	0.91%	0.01%	+149.4%	Q1 2026
NEENextera Energy Inc	$2.66M	0.68%	0.00%	+172.4%	Q1 2015
BRK.BBerkshire Hathaway Inc	$2.24M	0.58%	Not reported	-2.3%	Q4 2012
MRKMerck & Co., Inc.	$2.23M	0.57%	0.00%	-1.1%	Q4 2012
ABBVAbbVie Inc.	$2.21M	0.57%	0.00%	-7.0%	Q1 2013
ASMLAsml Holding NV	$1.79M	0.46%	0.00%	-0.5%	Q1 2023
CATCaterpillar Inc	$1.12M	0.29%	0.00%	-6.7%	Q4 2012
EMREmerson Electric Co	$1M	0.26%	0.00%	Not reported	Q4 2012
WMTWalmart Inc.	$815K	0.21%	0.00%	Not reported	Q1 2015
DEDeere & Co	$641K	0.17%	0.00%	-6.5%	Q4 2012
BMOBank of Montreal	$618K	0.16%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$611K	0.16%	0.00%	-0.2%	Q4 2012
UNHUnitedhealth Group Inc	$588K	0.15%	0.00%	-87.7%	Q1 2020
GOOGAlphabet Inc.	$551K	0.14%	Not reported	Not reported	Q3 2015
FISVFiserv Inc	$545K	0.14%	0.00%	-74.7%	Q1 2013
INTCIntel Corp	$465K	0.12%	0.00%	Not reported	Q4 2012
PEPPepsico Inc	$433K	0.11%	0.00%	-40.5%	Q4 2012
SHELShell plc	$423K	0.11%	0.00%	Not reported	Q1 2022
WFCWells Fargo & Company	$413K	0.11%	0.00%	Not reported	Q4 2012
CPCanadian Pacific Kansas City Ltd	$402K	0.10%	0.00%	+43.1%	Q1 2026

Q1 2026Reported May 7, 202661 positions
GOOGLAlphabet Inc.	$21.4M	6.24%	0.00%	-7.5%	Q3 2015
NVDANvidia Corp	$18.7M	5.44%	0.00%	-1.7%	Q4 2021
AAPLApple Inc.	$18.5M	5.39%	0.00%	-3.4%	Q4 2012
ADIAnalog Devices Inc	$15.4M	4.47%	0.01%	-6.0%	Q3 2016
JNJJohnson & Johnson	$15M	4.36%	0.00%	-6.4%	Q4 2012
MSFTMicrosoft Corp	$14.1M	4.10%	0.00%	+2.4%	Q4 2012
RTXRTX Corp	$13.6M	3.97%	0.01%	-8.5%	Q2 2020
TJXTJX Companies Inc	$12.5M	3.65%	0.01%	-2.1%	Q1 2015
MAMastercard Inc	$12.4M	3.62%	0.00%	-3.1%	Q4 2012
AMZNAmazon Com Inc	$12.4M	3.61%	0.00%	+3.8%	Q4 2018
AMDAdvanced Micro Devices Inc	$11M	3.21%	0.00%	-3.5%	Q1 2022
PGPROCTER & GAMBLE Co	$9.79M	2.85%	0.00%	-3.6%	Q4 2012
ABTAbbott Laboratories	$9.43M	2.75%	0.01%	-2.2%	Q4 2012
ROKRockwell Automation, Inc	$9.36M	2.73%	0.02%	-2.9%	Q1 2013
CVXChevron Corp	$9.23M	2.69%	0.00%	-3.9%	Q4 2012
AMATApplied Materials Inc	$8.74M	2.55%	0.00%	-0.6%	Q2 2025
DHRDanaher Corp	$8.68M	2.53%	0.01%	-2.0%	Q1 2015
ATRAptargroup, Inc.	$8.43M	2.45%	0.10%	-5.4%	Q4 2012
ADPAutomatic Data Processing Inc	$8.12M	2.36%	0.01%	-2.4%	Q4 2012
LLYELI LILLY & Co	$8.11M	2.36%	0.00%	+7.2%	Q4 2012
HDHome Depot, Inc.	$8.1M	2.36%	0.00%	-3.2%	Q4 2012
XYLXylem Inc.	$7.82M	2.28%	0.03%	+1.9%	Q2 2014
VRTXVertex Pharmaceuticals Inc / Ma	$6.88M	2.00%	0.01%	+0.3%	Q1 2018
BRK.ABerkshire Hathaway Inc	$6.46M	1.88%	Not reported	Not reported	Q3 2014
XOMExxonMobil Holdings Corp	$5.59M	1.63%	0.00%	-12.4%	Q4 2012
CNICanadian National Railway Co	$5.42M	1.58%	0.01%	-7.6%	Q4 2012
UBERUber Technologies, Inc	$4.93M	1.44%	0.00%	+25.4%	Q1 2025
AXPAmerican Express Co	$4.93M	1.43%	0.00%	+9.2%	Q2 2019
SCHWSchwab Charles Corp	$4.66M	1.36%	0.00%	+19.5%	Q2 2015
UNHUnitedhealth Group Inc	$3.11M	0.91%	0.00%	-38.0%	Q1 2020
FISVFiserv Inc	$2.45M	0.71%	0.01%	-28.0%	Q1 2013
BRK.BBerkshire Hathaway Inc	$2.2M	0.64%	Not reported	+14.8%	Q4 2012
MRKMerck & Co., Inc.	$2.11M	0.61%	0.00%	Not reported	Q4 2012
ABBVAbbVie Inc.	$2.05M	0.60%	0.00%	Not reported	Q1 2013
AVGOBroadcom Inc.	$1.7M	0.50%	0.00%	+285.1%	Q4 2025
WCNWaste Connections, Inc.	$1.38M	0.40%	0.00%	New	Q1 2026
MKCMccormick & Co Inc	$1.26M	0.37%	Not reported	-42.5%	Q3 2014
CARRCARRIER GLOBAL Corp	$1.25M	0.37%	0.00%	-8.1%	Q1 2024
ASMLAsml Holding NV	$1.22M	0.35%	0.00%	+17.2%	Q1 2023
NEENextera Energy Inc	$1.03M	0.30%	0.00%	Not reported	Q1 2015
EMREmerson Electric Co	$915K	0.27%	0.00%	-18.6%	Q4 2012
WMTWalmart Inc.	$895K	0.26%	0.00%	-31.8%	Q1 2015
PEPPepsico Inc	$835K	0.24%	0.00%	-11.5%	Q4 2012
CATCaterpillar Inc	$797K	0.23%	0.00%	-51.1%	Q4 2012
DEDeere & Co	$608K	0.18%	0.00%	-27.0%	Q4 2012
UNPUnion Pacific Corp	$546K	0.16%	0.00%	Not reported	Q4 2012
SHELShell plc	$507K	0.15%	0.00%	Not reported	Q1 2022
BMOBank of Montreal	$474K	0.14%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$448K	0.13%	Not reported	Not reported	Q3 2015
JPMJPMorgan Chase & Co	$429K	0.13%	0.00%	+73.8%	Q1 2015

Q4 2025Reported Feb 17, 202664 positions
GOOGLAlphabet Inc.	$25.2M	6.86%	0.00%	-9.5%	Q3 2015
AAPLApple Inc.	$20.5M	5.59%	0.00%	-2.7%	Q4 2012
NVDANvidia Corp	$20.3M	5.53%	0.00%	-2.7%	Q4 2021
MSFTMicrosoft Corp	$18M	4.89%	0.00%	+0.5%	Q4 2012
MAMastercard Inc	$14.6M	3.99%	0.00%	-3.9%	Q4 2012
RTXRTX Corp	$14.2M	3.86%	0.01%	-3.3%	Q2 2020
ADIAnalog Devices Inc	$13.9M	3.79%	0.01%	-0.5%	Q3 2016
JNJJohnson & Johnson	$13.5M	3.68%	0.00%	-1.5%	Q4 2012
AMZNAmazon Com Inc	$13.3M	3.61%	0.00%	-1.0%	Q4 2018
TJXTJX Companies Inc	$12.3M	3.35%	0.01%	+0.9%	Q1 2015
AMDAdvanced Micro Devices Inc	$12M	3.28%	0.00%	-11.4%	Q1 2022
ABTAbbott Laboratories	$11.8M	3.20%	0.01%	+1.4%	Q4 2012
DHRDanaher Corp	$10.7M	2.91%	0.01%	+0.2%	Q1 2015
ADPAutomatic Data Processing Inc	$10.5M	2.87%	0.01%	-0.2%	Q4 2012
ROKRockwell Automation, Inc	$10.5M	2.85%	0.02%	-0.6%	Q1 2013
PGPROCTER & GAMBLE Co	$10.1M	2.74%	0.00%	+0.7%	Q4 2012
LLYELI LILLY & Co	$8.84M	2.41%	0.00%	+8.8%	Q4 2012
HDHome Depot, Inc.	$8.75M	2.38%	0.00%	+0.4%	Q4 2012
XYLXylem Inc.	$8.75M	2.38%	0.03%	0.0%	Q2 2014
ATRAptargroup, Inc.	$8.62M	2.35%	0.11%	-0.4%	Q4 2012
CVXChevron Corp	$7.08M	1.93%	0.00%	+0.1%	Q4 2012
VRTXVertex Pharmaceuticals Inc / Ma	$6.97M	1.90%	0.01%	-0.8%	Q1 2018
BRK.ABerkshire Hathaway Inc	$6.79M	1.85%	Not reported	-10.0%	Q3 2014
AMATApplied Materials Inc	$6.61M	1.80%	0.00%	+49.5%	Q2 2025
UNHUnitedhealth Group Inc	$6.12M	1.67%	0.00%	-5.5%	Q1 2020
CNICanadian National Railway Co	$5.64M	1.53%	0.01%	-9.7%	Q4 2012
AXPAmerican Express Co	$5.52M	1.50%	0.00%	+41.2%	Q2 2019
XOMExxonMobil Holdings Corp	$4.53M	1.23%	0.00%	-0.2%	Q4 2012
UBERUber Technologies, Inc	$4.47M	1.22%	0.00%	+33.4%	Q1 2025
SCHWSchwab Charles Corp	$4.14M	1.13%	0.00%	+73.6%	Q2 2015
FISVFiserv Inc	$4.1M	1.12%	0.01%	-9.1%	Q1 2013
MKCMccormick & Co Inc	$2.96M	0.81%	Not reported	-42.5%	Q3 2014
ABBVAbbVie Inc.	$2.15M	0.59%	0.00%	Not reported	Q1 2013
BRK.BBerkshire Hathaway Inc	$2.01M	0.55%	Not reported	+53.6%	Q4 2012
MRKMerck & Co., Inc.	$1.85M	0.50%	0.00%	Not reported	Q4 2012
CATCaterpillar Inc	$1.32M	0.36%	0.00%	Not reported	Q4 2012
CARRCARRIER GLOBAL Corp	$1.28M	0.35%	0.00%	-78.8%	Q1 2024
WMTWalmart Inc.	$1.18M	0.32%	0.00%	-6.6%	Q1 2015
EMREmerson Electric Co	$1.14M	0.31%	0.00%	Not reported	Q4 2012
PEPPepsico Inc	$872K	0.24%	0.00%	-11.4%	Q4 2012
ASMLAsml Holding NV	$840K	0.23%	0.00%	-1.3%	Q1 2023
DEDeere & Co	$689K	0.19%	0.00%	Not reported	Q4 2012
RELXRelx PLC	$573K	0.16%	0.00%	+3.8%	Q3 2024
UNPUnion Pacific Corp	$520K	0.14%	0.00%	Not reported	Q4 2012
AVGOBroadcom Inc.	$495K	0.13%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$490K	0.13%	Not reported	-3.7%	Q3 2015
VVisa Inc.	$466K	0.13%	0.00%	Not reported	Q4 2014
WFCWells Fargo & Company	$466K	0.13%	0.00%	Not reported	Q4 2012
BMOBank of Montreal	$454K	0.12%	0.00%	Not reported	Q2 2013
ECLEcolab Inc.	$440K	0.12%	0.00%	Not reported	Q1 2015

Q3 2025Reported Nov 10, 202564 positions
GOOGLAlphabet Inc.	$21.6M	5.90%	0.00%	-1.2%	Q3 2015
NVDANvidia Corp	$20.9M	5.70%	0.00%	-5.3%	Q4 2021
AAPLApple Inc.	$19.8M	5.39%	0.00%	0.0%	Q4 2012
MSFTMicrosoft Corp	$19.1M	5.22%	0.00%	-0.2%	Q4 2012
MAMastercard Inc	$15.2M	4.14%	0.00%	-4.1%	Q4 2012
RTXRTX Corp	$13.4M	3.65%	0.01%	-2.5%	Q2 2020
AMZNAmazon Com Inc	$12.7M	3.47%	0.00%	-0.6%	Q4 2018
ADIAnalog Devices Inc	$12.7M	3.46%	0.01%	-0.6%	Q3 2016
ABTAbbott Laboratories	$12.4M	3.38%	0.01%	+0.7%	Q4 2012
JNJJohnson & Johnson	$12.3M	3.36%	0.00%	-1.7%	Q4 2012
ADPAutomatic Data Processing Inc	$12M	3.28%	0.01%	-1.7%	Q4 2012
TJXTJX Companies Inc	$11.5M	3.13%	0.01%	0.0%	Q1 2015
PGPROCTER & GAMBLE Co	$10.7M	2.92%	0.00%	-0.2%	Q4 2012
AMDAdvanced Micro Devices Inc	$10.3M	2.80%	0.00%	-5.8%	Q1 2022
HDHome Depot, Inc.	$10.3M	2.80%	0.00%	-0.1%	Q4 2012
ATRAptargroup, Inc.	$9.48M	2.59%	0.11%	+0.1%	Q4 2012
XYLXylem Inc.	$9.47M	2.58%	0.03%	-0.3%	Q2 2014
ROKRockwell Automation, Inc	$9.45M	2.58%	0.02%	-3.3%	Q1 2013
DHRDanaher Corp	$9.24M	2.52%	0.01%	+0.3%	Q1 2015
FISVFiserv Inc	$8.66M	2.36%	0.01%	+0.3%	Q1 2013
BRK.ABerkshire Hathaway Inc	$7.54M	2.06%	Not reported	-9.1%	Q3 2014
CVXChevron Corp	$7.21M	1.97%	0.00%	+0.3%	Q4 2012
CARRCARRIER GLOBAL Corp	$6.82M	1.86%	0.01%	-1.0%	Q1 2024
UNHUnitedhealth Group Inc	$6.77M	1.85%	0.00%	+17.7%	Q1 2020
VRTXVertex Pharmaceuticals Inc / Ma	$6.07M	1.66%	0.01%	+1.1%	Q1 2018
CNICanadian National Railway Co	$5.95M	1.62%	0.01%	-10.2%	Q4 2012
LLYELI LILLY & Co	$5.77M	1.57%	0.00%	+65.0%	Q4 2012
MKCMccormick & Co Inc	$5.06M	1.38%	Not reported	-0.5%	Q3 2014
XOMExxonMobil Holdings Corp	$4.25M	1.16%	0.00%	-0.3%	Q4 2012
UBERUber Technologies, Inc	$4.02M	1.10%	0.00%	+24.3%	Q1 2025
AMATApplied Materials Inc	$3.52M	0.96%	0.00%	+85.2%	Q2 2025
AXPAmerican Express Co	$3.51M	0.96%	0.00%	+36.0%	Q2 2019
CRMSalesforce, Inc.	$3.38M	0.92%	0.00%	+5.9%	Q3 2024
SCHWSchwab Charles Corp	$2.28M	0.62%	0.00%	+34.5%	Q2 2015
ABBVAbbVie Inc.	$2.18M	0.60%	0.00%	-0.3%	Q1 2013
MRKMerck & Co., Inc.	$1.47M	0.40%	0.00%	-2.3%	Q4 2012
BRK.BBerkshire Hathaway Inc	$1.31M	0.36%	Not reported	-7.0%	Q4 2012
WMTWalmart Inc.	$1.16M	0.32%	0.00%	-0.9%	Q1 2015
EMREmerson Electric Co	$1.13M	0.31%	0.00%	-0.5%	Q4 2012
CATCaterpillar Inc	$1.1M	0.30%	0.00%	-3.8%	Q4 2012
PEPPepsico Inc	$963K	0.26%	0.00%	-12.6%	Q4 2012
ASMLAsml Holding NV	$773K	0.21%	0.00%	-0.6%	Q1 2023
DEDeere & Co	$677K	0.18%	0.00%	-0.7%	Q4 2012
RELXRelx PLC	$652K	0.18%	0.00%	+27.1%	Q3 2024
UNPUnion Pacific Corp	$532K	0.15%	0.00%	Not reported	Q4 2012
ECLEcolab Inc.	$459K	0.13%	0.00%	Not reported	Q1 2015
BMOBank of Montreal	$456K	0.12%	0.00%	Not reported	Q2 2013
VVisa Inc.	$454K	0.12%	0.00%	Not reported	Q4 2014
WFCWells Fargo & Company	$419K	0.11%	0.00%	Not reported	Q4 2012
GOOGAlphabet Inc.	$395K	0.11%	Not reported	-4.7%	Q3 2015

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