PUZO MICHAEL J: 13F holdings
CIK 10539142026Q2
| Positions | 66 |
|---|
| Reported value | $387.9m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 66 (-1 vs prior quarter) |
|---|
| Reported value | $387.9m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES | 48,290 | $28.1m | 7.2% |
| GOOGL ALPHABET INC CL A | 67,922 | $24.3m | 6.3% |
| NVDA NVIDIA CORP | 104,542 | $20.9m | 5.4% |
| AAPL APPLE | 70,293 | $20.3m | 5.2% |
| AMAT APPLIED MATERIAL | 25,035 | $18.1m | 4.7% |
| ADI ANALOG DEVICES | 43,236 | $17.2m | 4.4% |
| JNJ JOHNSON AND JOHNSON | 59,597 | $15.1m | 3.9% |
| MSFT MICROSOFT | 38,446 | $14.3m | 3.7% |
| AMZN AMAZON.COM | 59,827 | $14.3m | 3.7% |
| MA MASTERCARD | 25,086 | $12.9m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1053914")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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