First Long Island Investors, LLC
•CIK: 1490429•Filing: Q4 2025
**First Long Island Investors, LLC** manages $1.4B across a portfolio of 74 positions, exhibiting a concentrated, large-cap growth bias. Top holdings reveal significant allocations to technology and healthcare, notably MSFT ($77.8M), AMZN ($66.2M), and NVDA ($64.7M). The fund maintains substantial exposure to mega-cap names, with GOOGL ($57.2M) and ABT ($53.4M) rounding out the top tier. This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$1.4B
QoQ Performance
+1.4%
Positions
74
Top 10 Concentration
40.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.7%
AMZN4.9%
NVDA4.7%
GOOGL4.2%
ABT3.9%
PH3.9%
ADP3.6%
LLY3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.2%
Technology28.3%
Healthcare14.2%
Consumer11.3%
Financial9.1%
Communication2.6%
Consumer Staples2.0%
Utilities1.1%
Changes from Q3 2025
NEW7 new positions
↑36 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023