First Long Island Investors, LLC

13F filer · CIK 0001490429

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$1.41BU.S. long equity reported on 13F

Positions699 new · 7 closed

Net flow last quarter+$43.5MBuys minus sells

Top 10 positions weight42.0%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 13, 202669 positions
APHAmphenol Corp	$78.5M	5.57%	0.04%	+23.4%	Q2 2013
NVDANvidia Corp	$71M	5.03%	0.00%	+2.5%	Q2 2020
AMZNAmazon Com Inc	$69.1M	4.90%	0.00%	+5.5%	Q2 2013
MSFTMicrosoft Corp	$59.9M	4.24%	0.00%	+0.3%	Q2 2013
GOOGLAlphabet Inc.	$59.1M	4.19%	0.00%	-5.1%	Q4 2015
PHParker-Hannifin Corp	$59M	4.18%	0.05%	+0.4%	Q1 2023
LLYELI LILLY & Co	$55.1M	3.90%	0.00%	+4.2%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$46.9M	3.32%	0.00%	-16.2%	Q1 2024
AVGOBroadcom Inc.	$46.8M	3.32%	0.00%	+3.9%	Q2 2024
VVisa Inc.	$46.6M	3.30%	0.01%	-5.1%	Q2 2013
AAPLApple Inc.	$43.5M	3.08%	0.00%	+31.6%	Q2 2013
JPMJPMorgan Chase & Co	$38.1M	2.70%	0.00%	0.0%	Q3 2017
MUMicron Technology Inc	$33.7M	2.39%	0.00%	New	Q2 2026
GEVGE Vernova Inc.	$32.3M	2.29%	0.01%	+167.6%	Q1 2026
MAMastercard Inc	$31M	2.20%	0.00%	-7.7%	Q2 2013
WSMWilliams Sonoma Inc	$30.4M	2.16%	0.11%	-0.1%	Q3 2016
ABBVAbbVie Inc.	$29.8M	2.11%	0.01%	-0.1%	Q4 2015
PMPhilip Morris International Inc.	$28.8M	2.05%	0.01%	+0.2%	Q2 2013
JNJJohnson & Johnson	$28.5M	2.02%	0.00%	-0.2%	Q2 2013
ETNEaton Corp plc	$28.1M	1.99%	0.02%	+19.8%	Q3 2024
METAMeta Platforms, Inc.	$27.5M	1.95%	Not reported	+0.6%	Q4 2015
ADPAutomatic Data Processing Inc	$27.1M	1.92%	0.03%	+10.3%	Q2 2013
AMGNAmgen Inc	$25.3M	1.79%	0.01%	-0.1%	Q2 2016
UNHUnitedhealth Group Inc	$24.5M	1.74%	0.01%	+12.0%	Q1 2017
QCOMQualcomm Inc	$24.5M	1.74%	0.01%	-0.2%	Q2 2013
FASTFastenal Co	$24M	1.70%	0.04%	0.0%	Q4 2016
ABTAbbott Laboratories	$21.3M	1.51%	0.01%	-38.6%	Q4 2014
LOWLowes Companies Inc	$21M	1.49%	0.02%	-39.1%	Q4 2017
FICOFair Isaac Corp	$20.9M	1.48%	0.08%	+11.8%	Q4 2025
BLKBlackRock, Inc.	$20.6M	1.46%	0.01%	-0.1%	Q2 2013
UBERUber Technologies, Inc	$20.5M	1.45%	0.01%	+0.8%	Q1 2024
USBUS Bancorp \de\	$19.2M	1.36%	0.02%	-0.2%	Q1 2021
LSEGYLondon Stock Exchange Group plc	$18.9M	1.34%	Not reported	+44.0%	Q1 2026
GOOGAlphabet Inc.	$18.8M	1.34%	Not reported	-7.6%	Q4 2015
CNICanadian National Railway Co	$18M	1.28%	0.02%	+0.4%	Q3 2024
NEENextera Energy Inc	$16.4M	1.17%	0.01%	+0.1%	Q3 2025
ITWIllinois Tool Works Inc	$14.8M	1.05%	0.02%	-0.2%	Q2 2016
HDHome Depot, Inc.	$14.6M	1.03%	0.00%	0.0%	Q2 2014
PEPPepsico Inc	$14.2M	1.01%	0.01%	+0.1%	Q2 2013
MCDMcdonalds Corp	$13.8M	0.98%	0.01%	-0.1%	Q2 2013
SNPSSynopsys Inc	$13.1M	0.93%	0.02%	+37.3%	Q3 2024
LMTLockheed Martin Corp	$12.7M	0.90%	0.01%	Not reported	Q2 2019
HONHoneywell International Inc	$10.8M	0.76%	0.02%	Not reported	Q2 2024
HONAHoneywell Aerospace Inc.	$10.6M	0.75%	Not reported	New	Q2 2026
CDNSCadence Design Systems Inc	$9.2M	0.65%	0.01%	+50.1%	Q3 2024
BXBlackstone Inc.	$7.48M	0.53%	0.01%	-61.3%	Q2 2022
NFLXNetflix Inc	$6M	0.43%	0.00%	-12.6%	Q1 2018
ISRGIntuitive Surgical Inc	$4.67M	0.33%	0.00%	+1.3%	Q4 2013
SCHWSchwab Charles Corp	$3.91M	0.28%	0.00%	+612.7%	Q2 2013
TJXTJX Companies Inc	$1.82M	0.13%	0.00%	+813.8%	Q4 2025

Q1 2026Reported May 15, 202667 positions
NVDANvidia Corp	$60.4M	4.90%	0.00%	-0.3%	Q2 2020
MSFTMicrosoft Corp	$59.2M	4.81%	0.00%	-0.6%	Q2 2013
AMZNAmazon Com Inc	$57.2M	4.64%	0.00%	-4.2%	Q2 2013
PHParker-Hannifin Corp	$53.8M	4.36%	0.05%	-0.8%	Q1 2023
GOOGLAlphabet Inc.	$50.1M	4.06%	0.00%	-4.7%	Q4 2015
APHAmphenol Corp	$45.6M	3.70%	0.03%	+40.7%	Q2 2013
VVisa Inc.	$43.2M	3.51%	0.01%	+37.8%	Q2 2013
LLYELI LILLY & Co	$40.5M	3.29%	0.00%	-0.4%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$39.6M	3.21%	0.00%	-0.9%	Q1 2024
ABTAbbott Laboratories	$39.2M	3.18%	0.02%	-10.3%	Q4 2014
AVGOBroadcom Inc.	$36.9M	3.00%	0.00%	-0.3%	Q2 2024
LOWLowes Companies Inc	$36.9M	2.99%	0.03%	-0.9%	Q4 2017
JPMJPMorgan Chase & Co	$34.2M	2.78%	0.00%	-1.0%	Q3 2017
MAMastercard Inc	$32.7M	2.65%	0.01%	-0.2%	Q2 2013
AAPLApple Inc.	$29M	2.35%	0.00%	+58.4%	Q2 2013
METAMeta Platforms, Inc.	$27.8M	2.26%	Not reported	+2.8%	Q4 2015
JNJJohnson & Johnson	$27.4M	2.23%	0.00%	-1.5%	Q2 2013
PMPhilip Morris International Inc.	$26.3M	2.14%	0.01%	-1.2%	Q2 2013
ABBVAbbVie Inc.	$25.7M	2.09%	0.01%	-1.1%	Q4 2015
AMGNAmgen Inc	$24.6M	2.00%	0.01%	-0.9%	Q2 2016
WSMWilliams Sonoma Inc	$23.8M	1.93%	0.11%	-1.0%	Q3 2016
FASTFastenal Co	$23.2M	1.88%	0.04%	-1.1%	Q4 2016
ADPAutomatic Data Processing Inc	$22.3M	1.81%	0.03%	-42.9%	Q2 2013
BLKBlackRock, Inc.	$20.6M	1.68%	0.01%	-1.2%	Q2 2013
UBERUber Technologies, Inc	$20.3M	1.65%	0.01%	+20.0%	Q1 2024
ETNEaton Corp plc	$19.7M	1.60%	0.01%	-0.6%	Q3 2024
BXBlackstone Inc.	$18.9M	1.53%	0.02%	-0.4%	Q2 2022
NEENextera Energy Inc	$17.4M	1.41%	0.01%	-0.6%	Q3 2025
QCOMQualcomm Inc	$17.1M	1.39%	0.01%	-1.2%	Q2 2013
FICOFair Isaac Corp	$16.7M	1.35%	0.07%	+198.2%	Q4 2025
USBUS Bancorp \de\	$16.6M	1.34%	0.02%	-0.9%	Q1 2021
GOOGAlphabet Inc.	$16.6M	1.34%	Not reported	0.0%	Q4 2015
PEPPepsico Inc	$16.3M	1.32%	0.01%	-0.6%	Q2 2013
MCDMcdonalds Corp	$15.8M	1.29%	0.01%	-1.0%	Q2 2013
CNICanadian National Railway Co	$15.5M	1.25%	0.02%	+6.3%	Q3 2024
LSEGYLondon Stock Exchange Group plc	$14.5M	1.17%	Not reported	New	Q1 2026
ITWIllinois Tool Works Inc	$14.3M	1.16%	0.02%	-1.2%	Q2 2016
UNHUnitedhealth Group Inc	$14.2M	1.16%	0.01%	-1.1%	Q1 2017
INTUIntuit Inc.	$13.8M	1.12%	0.01%	+10.9%	Q1 2020
HDHome Depot, Inc.	$13.6M	1.10%	0.00%	-1.1%	Q2 2014
ZTSZoetis Inc.	$12.8M	1.04%	0.03%	-17.3%	Q4 2016
SPOTSpotify Technology S.A.	$12.4M	1.01%	0.01%	+119.5%	Q3 2025
PAYXPaychex Inc	$11.7M	0.95%	0.04%	+6.3%	Q4 2015
COFCapital One Financial Corp	$10.7M	0.87%	0.01%	+18.9%	Q3 2025
NFLXNetflix Inc	$9.25M	0.75%	0.00%	-39.9%	Q1 2018
GEVGE Vernova Inc.	$8.98M	0.73%	0.00%	New	Q1 2026
SNPSSynopsys Inc	$8.51M	0.69%	0.01%	Not reported	Q3 2024
ISRGIntuitive Surgical Inc	$5.35M	0.43%	0.00%	Not reported	Q4 2013
CDNSCadence Design Systems Inc	$4.54M	0.37%	0.01%	-68.4%	Q3 2024
SCHWSchwab Charles Corp	$559K	0.05%	0.00%	-7.0%	Q2 2013

Q4 2025Reported Feb 13, 202669 positions
MSFTMicrosoft Corp	$77.8M	5.71%	0.00%	-0.7%	Q2 2013
AMZNAmazon Com Inc	$66.2M	4.86%	0.00%	+0.7%	Q2 2013
NVDANvidia Corp	$64.7M	4.75%	0.00%	+1.2%	Q2 2020
GOOGLAlphabet Inc.	$57.2M	4.20%	0.00%	+0.4%	Q4 2015
ABTAbbott Laboratories	$53.4M	3.92%	0.02%	+0.5%	Q4 2014
PHParker-Hannifin Corp	$53.2M	3.90%	0.05%	+0.7%	Q1 2023
ADPAutomatic Data Processing Inc	$49.4M	3.62%	0.05%	+1.0%	Q2 2013
LLYELI LILLY & Co	$47.5M	3.49%	0.00%	+0.9%	Q2 2023
AVGOBroadcom Inc.	$41.4M	3.04%	0.00%	+3.7%	Q2 2024
LOWLowes Companies Inc	$38M	2.78%	0.03%	+0.7%	Q4 2017
JPMJPMorgan Chase & Co	$37.8M	2.78%	0.00%	-1.1%	Q3 2017
MAMastercard Inc	$37.4M	2.74%	0.01%	-4.1%	Q2 2013
VVisa Inc.	$36.4M	2.67%	0.01%	+2.2%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$35.9M	2.63%	0.00%	+0.2%	Q1 2024
APHAmphenol Corp	$34.7M	2.54%	0.02%	+1.8%	Q2 2013
METAMeta Platforms, Inc.	$31.2M	2.29%	Not reported	+0.8%	Q4 2015
ABBVAbbVie Inc.	$27.4M	2.01%	0.01%	+0.4%	Q4 2015
PMPhilip Morris International Inc.	$25.8M	1.90%	0.01%	+0.4%	Q2 2013
BXBlackstone Inc.	$25.4M	1.86%	0.02%	+0.7%	Q2 2022
JNJJohnson & Johnson	$23.6M	1.73%	0.00%	+0.2%	Q2 2013
WSMWilliams Sonoma Inc	$23.6M	1.73%	0.11%	+0.3%	Q3 2016
BLKBlackRock, Inc.	$23.2M	1.71%	0.01%	+0.4%	Q2 2013
AMGNAmgen Inc	$23.1M	1.70%	0.01%	+0.1%	Q2 2016
QCOMQualcomm Inc	$23M	1.69%	0.01%	+0.4%	Q2 2013
FASTFastenal Co	$20.3M	1.49%	0.04%	+0.4%	Q4 2016
AAPLApple Inc.	$19.6M	1.44%	0.00%	-10.5%	Q2 2013
UBERUber Technologies, Inc	$19.2M	1.41%	0.01%	+26.4%	Q1 2024
INTUIntuit Inc.	$19M	1.40%	0.01%	-2.0%	Q1 2020
GOOGAlphabet Inc.	$18.1M	1.33%	Not reported	-5.8%	Q4 2015
ETNEaton Corp plc	$17.6M	1.29%	0.01%	+2.1%	Q3 2024
UNHUnitedhealth Group Inc	$17.6M	1.29%	0.01%	-0.2%	Q1 2017
USBUS Bancorp \de\	$17.2M	1.26%	0.02%	+0.1%	Q1 2021
ACNAccenture plc	$17M	1.25%	0.01%	-5.2%	Q2 2013
ADBEAdobe Inc.	$16.6M	1.22%	0.01%	+0.6%	Q2 2016
ZTSZoetis Inc.	$16.5M	1.21%	0.03%	-4.9%	Q4 2016
CDNSCadence Design Systems Inc	$16.1M	1.18%	0.02%	+41.8%	Q3 2024
MCDMcdonalds Corp	$15.7M	1.16%	0.01%	+0.3%	Q2 2013
NEENextera Energy Inc	$15.1M	1.11%	0.01%	+0.2%	Q3 2025
PEPPepsico Inc	$15.1M	1.11%	0.01%	-1.0%	Q2 2013
NFLXNetflix Inc	$15M	1.10%	0.00%	-1.7%	Q1 2018
HDHome Depot, Inc.	$14.4M	1.06%	0.00%	+0.4%	Q2 2014
CNICanadian National Railway Co	$14M	1.03%	0.02%	-7.0%	Q3 2024
DISWalt Disney Co	$13.8M	1.01%	0.01%	+1.0%	Q3 2017
ITWIllinois Tool Works Inc	$13.7M	1.01%	0.02%	+0.3%	Q2 2016
PAYXPaychex Inc	$13.4M	0.98%	0.03%	+20.1%	Q4 2015
MDLZMondelez International, Inc.	$12.4M	0.91%	0.02%	-7.1%	Q2 2024
COFCapital One Financial Corp	$12M	0.88%	0.01%	+1.4%	Q3 2025
FICOFair Isaac Corp	$8.86M	0.65%	0.02%	New	Q4 2025
SPOTSpotify Technology S.A.	$6.78M	0.50%	0.01%	-4.3%	Q3 2025
ISRGIntuitive Surgical Inc	$6.57M	0.48%	0.00%	Not reported	Q4 2013

Q3 2025Reported Nov 12, 202566 positions
MSFTMicrosoft Corp	$84M	6.24%	0.00%	+1.4%	Q2 2013
NVDANvidia Corp	$64M	4.76%	0.00%	-8.2%	Q2 2020
AMZNAmazon Com Inc	$62.6M	4.65%	0.00%	-1.7%	Q2 2013
ABTAbbott Laboratories	$56.8M	4.22%	0.02%	-0.4%	Q4 2014
ADPAutomatic Data Processing Inc	$55.8M	4.15%	0.05%	-4.4%	Q2 2013
PHParker-Hannifin Corp	$45.6M	3.39%	0.05%	-0.4%	Q1 2023
GOOGLAlphabet Inc.	$44.3M	3.29%	0.00%	-4.8%	Q4 2015
LOWLowes Companies Inc	$39.3M	2.92%	0.03%	-0.6%	Q4 2017
MAMastercard Inc	$38.8M	2.89%	0.01%	-0.4%	Q2 2013
AVGOBroadcom Inc.	$38.1M	2.83%	0.00%	-0.1%	Q2 2024
JPMJPMorgan Chase & Co	$37.5M	2.79%	0.00%	+0.6%	Q3 2017
VVisa Inc.	$34.7M	2.58%	0.01%	-0.2%	Q2 2013
METAMeta Platforms, Inc.	$34.5M	2.56%	Not reported	-0.2%	Q4 2015
LLYELI LILLY & Co	$33.5M	2.49%	0.00%	+54.4%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$32.9M	2.45%	0.00%	-0.4%	Q1 2024
APHAmphenol Corp	$31.2M	2.32%	0.02%	-0.4%	Q2 2013
BXBlackstone Inc.	$28M	2.08%	0.02%	-0.2%	Q2 2022
ABBVAbbVie Inc.	$27.6M	2.05%	0.01%	-0.2%	Q4 2015
PMPhilip Morris International Inc.	$26M	1.94%	0.01%	-0.5%	Q2 2013
WSMWilliams Sonoma Inc	$25.7M	1.91%	0.11%	-0.5%	Q3 2016
BLKBlackRock, Inc.	$25.2M	1.88%	0.01%	-0.6%	Q2 2013
FASTFastenal Co	$24.7M	1.84%	0.04%	-0.5%	Q4 2016
QCOMQualcomm Inc	$22.3M	1.66%	0.01%	-27.2%	Q2 2013
JNJJohnson & Johnson	$21.1M	1.57%	0.00%	-0.8%	Q2 2013
AAPLApple Inc.	$20.5M	1.53%	0.00%	+5.3%	Q2 2013
ETNEaton Corp plc	$20.3M	1.51%	0.01%	-0.5%	Q3 2024
ZTSZoetis Inc.	$20.2M	1.50%	0.03%	-37.5%	Q4 2016
INTUIntuit Inc.	$20M	1.49%	0.01%	+91.7%	Q1 2020
AMGNAmgen Inc	$19.9M	1.48%	0.01%	-0.6%	Q2 2016
NFLXNetflix Inc	$19.5M	1.45%	0.00%	+69.4%	Q1 2018
UNHUnitedhealth Group Inc	$18.4M	1.37%	0.01%	-0.9%	Q1 2017
UBERUber Technologies, Inc	$18.2M	1.35%	0.01%	-0.3%	Q1 2024
HDHome Depot, Inc.	$16.9M	1.25%	0.00%	-0.4%	Q2 2014
ADBEAdobe Inc.	$16.7M	1.24%	0.01%	-0.2%	Q2 2016
ACNAccenture plc	$16.5M	1.22%	0.01%	-9.3%	Q2 2013
MCDMcdonalds Corp	$15.6M	1.16%	0.01%	-0.1%	Q2 2013
MDLZMondelez International, Inc.	$15.5M	1.15%	0.02%	-0.6%	Q2 2024
USBUS Bancorp \de\	$15.5M	1.15%	0.02%	-0.8%	Q1 2021
PEPPepsico Inc	$14.9M	1.11%	0.01%	-0.9%	Q2 2013
GOOGAlphabet Inc.	$14.9M	1.11%	Not reported	-3.2%	Q4 2015
ITWIllinois Tool Works Inc	$14.5M	1.08%	0.02%	-0.6%	Q2 2016
CNICanadian National Railway Co	$14.4M	1.07%	0.02%	-18.7%	Q3 2024
NEENextera Energy Inc	$14.2M	1.06%	0.01%	New	Q3 2025
DISWalt Disney Co	$13.7M	1.02%	0.01%	+0.1%	Q3 2017
CDNSCadence Design Systems Inc	$12.8M	0.95%	0.01%	-0.3%	Q3 2024
PAYXPaychex Inc	$12.6M	0.94%	0.03%	+23.9%	Q4 2015
COFCapital One Financial Corp	$10.3M	0.77%	0.01%	New	Q3 2025
SNPSSynopsys Inc	$9.33M	0.69%	0.01%	-0.3%	Q3 2024
SPOTSpotify Technology S.A.	$8.51M	0.63%	0.01%	New	Q3 2025
WDAYWorkday, Inc.	$6.28M	0.47%	0.01%	Not reported	Q1 2025

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