Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

PUZO MICHAEL J

•CIK: 1053914•Filing: Q4 2025

**PUZO MICHAEL J** manages $367M across a diversified portfolio of 71 positions. The strategy exhibits significant conviction in mega-cap technology and industrials, evidenced by top holdings including GOOGL ($25.2M), AAPL ($20.5M), and NVDA ($20.3M). Further allocations are notable in software and consumer staples, with MSFT ($18.0M) and MA ($14.6M) anchoring core technology exposure. This concentration suggests a focus on established market leaders within secular growth themes.

Total AUM

$367.3M

QoQ Performance

+0.2%

Positions

71

Top 10 Concentration

45.1%

Latest Filing

Q4 2025

Top Holdings Allocation

GOOGL

AAPL

NVDA

GOOGL6.9%

AAPL5.6%

NVDA5.5%

MSFT4.9%

MA4.0%

RTX3.9%

ADI3.8%

JNJ3.7%

📈 Biggest Buys

APPLIED MATERIAL

+49.4%

1.8% of portfolio

CHARLES SCHWAB

+73.6%

1.1% of portfolio

AMERICAN EXPRESS

+41.2%

1.5% of portfolio

UBER TECHNOLOGIES INC

+33.3%

1.2% of portfolio

ELI LILLY & CO

+8.8%

2.4% of portfolio

📉 Biggest Sells

CARRIER GLOBAL

-78.8%

0.3% of portfolio

SALESFORCE.COM

-91.7%

0.1% of portfolio

ALPHABET INC CL A

-9.5%

6.9% of portfolio

MCCORMICK & CO

-42.5%

0.8% of portfolio

ADVANCED MICRO DEVICES

-11.4%

3.3% of portfolio

Sector Breakdown

Other34.9%

Technology26.8%

Healthcare15.0%

Financial9.3%

Consumer7.5%

Industrial4.6%

Energy1.2%

Consumer Staples0.3%

🚪 Exited Positionssold since Q3 2025

NOVO NORDISK A S ADR

SOLD

$320.5K

Changes from Q3 2025

NEW1 new position

↑17 increased

↓27 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ALPHABET INC CL A

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.