PUZO MICHAEL J

Institutional manager (13F) · CIK 1053914

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $338M

#	Issuer	Value	Shares
1	ALPHABET INC CL A	$21M	74,498
2	NVIDIA CORP	$19M	107,071
3	APPLE	$19M	72,944
4	ANALOG DEVICES	$15M	48,251
5	JOHNSON AND JOHNSON	$15M	61,208
6	MICROSOFT	$14M	38,022
7	RTX CORPORATION	$14M	70,659
8	TJX COS	$13M	78,427
9	MASTERCARD	$12M	24,861
10	AMAZON.COM	$12M	59,578
11	ADVANCED MICRO DEVICES	$11M	54,267
12	PROCTER & GAMBLE	$10M	67,752
13	ABBOTT LABS	$9M	91,841
14	ROCKWELL AUTOMATION	$9M	26,085
15	SCHNEIDER ELEC SA ADR	$9M	171,595
16	CHEVRON	$9M	44,630
17	APPLIED MATERIAL	$9M	25,577
18	DANAHER CORP	$9M	45,782
19	APTARGROUP	$8M	66,887
20	AUTOMATIC DATA PROCESSING	$8M	39,946
21	ELI LILLY & CO	$8M	8,816
22	HOME DEPOT	$8M	24,633
23	XYLEM INC	$8M	65,454
24	VERTEX PHARMACEUTICALS	$7M	15,414
25	BERKSHIRE HATHAWAY CL A	$6M	9
26	EXXON MOBIL	$6M	32,971
27	CANADIAN NATL RAILWAY	$5M	52,698
28	UBER TECHNOLOGIES INC	$5M	68,577
29	AMERICAN EXPRESS	$5M	16,286
30	CHARLES SCHWAB	$5M	49,557
31	UNITEDHEALTH GROUP	$3M	11,502
32	MUNICH RE GROUP	$3M	4,436
33	FISERV	$2M	43,973
34	BERKSHIRE HATHAWAY CL B	$2M	4,590
35	MERCK	$2M	17,553
36	ABBVIE	$2M	9,422
37	BROADCOM INC	$2M	5,507
38	WASTE CONNECTIONS INC NEW	$1M	8,525
39	MCCORMICK & CO	$1M	25,009
40	CARRIER GLOBAL	$1M	22,285
41	ASML HOLDING NV	$1M	920
42	ROCHE HLDG LTD ADR	$1M	23,950
43	NEXTERA ENERGY	$1M	11,115
44	EMERSON ELECTRIC	$915k	6,987
45	WAL-MART STORES	$895k	7,200
46	PEPSICO	$835k	5,375
47	CATERPILLAR	$797k	1,125
48	DEERE & CO	$608k	1,080
49	UNION PACIFIC	$546k	2,250
50	SHEL PLC	$507k	5,450

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.