Institutional Fund
Puzo Michael J
Boston, MACIK 10539145 filings on record
Portfolio Value
$343.43M
Q1 2026
Holdings
67
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-6.5%
from $367.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.2%
- Nvidia Corporation5.4%
- Apple Inc5.4%
- Analog Devices Inc4.5%
- Johnson & Johnson4.4%
- Microsoft Corp4.1%
- Other70.0%
Portfolio Holdings
67 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 74.5K | $21.42M | 6.2% | −6.0K | Reduced |
| 2 | Nvidia Corporation | 107.1K | $18.67M | 5.4% | −1.9K | Reduced |
| 3 | Apple Inc | 72.9K | $18.51M | 5.4% | −2.6K | Reduced |
| 4 | Analog Devices Inc | 48.3K | $15.35M | 4.5% | −3.1K | Reduced |
| 5 | Johnson & Johnson | 61.2K | $14.96M | 4.4% | −4.2K | Reduced |
| 6 | Microsoft Corp | 38.0K | $14.07M | 4.1% | +885 | Added |
| 7 | Rtx Corporation | 70.7K | $13.63M | 4.0% | −6.6K | Reduced |
| 8 | Tjx Cos Inc New | 78.4K | $12.52M | 3.6% | −1.6K | Reduced |
| 9 | Mastercard Incorporated | 24.9K | $12.42M | 3.6% | −797 | Reduced |
| 10 | Amazon Com Inc | 59.6K | $12.41M | 3.6% | +2.2K | Added |
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