PUZO MICHAEL J

CIK

1053914

Location

BOSTON, MA

Portfolio Value

Small $371,924,285

Diversification

Diversified

Reports for

Broderick Brian C SOMERVILLE KURT F Kidder Stephen W Dempze Nancy E Elefante Mark B

Filing Date

Global Rank

#3,250 / 8,517 ▲ 129

Top Industry

Semiconductors 18.9%

3Y Alpha vs SPY

+11.0%

Period ended 48 days ago

Filed Aug 11, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+129.1%

SPY

+77.9%

Annualised alpha

+10.6%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.5%

+0.9 pts

Top 5

30.2%

+3.0 pts

Top 10

50.0%

+3.1 pts

HHI

374

Diversified+29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.6%	$139,827,540	13
Healthcare	17.2%	$64,028,971	10
Industrials	12.6%	$46,897,577	12
Consumer Cyclical	9.3%	$34,763,041	3
Financial Services	9.3%	$34,456,441	8
Communication Services	6.8%	$25,131,466	2
Energy	3.3%	$12,262,375	3
Consumer Defensive	3.1%	$11,354,961	4
Utilities	0.7%	$2,656,969	1
Unclassified	0.1%	$544,944	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+19,157	30,272	$2,656,969
WCN	Waste Connections, Inc.	+12,732	21,257	$3,543,325
UBER	Uber Technologies, Inc	+7,256	75,833	$5,472,107
SCHW	Schwab Charles Corp	+6,070	55,627	$5,132,699
AVGO	Broadcom Inc.	+4,357	9,864	$3,726,123
AXP	American Express Co	+3,076	19,362	$6,549,193
CP	Canadian Pacific Kansas City Ltd/Cn	+1,398	4,639	$401,966
LLY	ELI LILLY & Co	+576	9,392	$11,265,043
VRTX	Vertex Pharmaceuticals Inc / Ma	+493	15,907	$7,901,481
MSFT	Microsoft Corp	+424	38,446	$14,341,124
AMZN	Amazon Com Inc	+249	59,827	$14,259,164
MA	Mastercard Inc	+225	25,086	$12,884,168
HD	Home Depot, Inc.	+93	24,726	$8,720,362
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−32,863	11,110	$544,944
CARR	CARRIER GLOBAL Corp	−19,000	3,285	$240,954
UNH	Unitedhealth Group Inc	−10,087	1,415	$588,115
ATR	Aptargroup, Inc.	−6,779	60,108	$7,525,520
GOOGL	Alphabet Inc.	−6,576	69,482	$24,824,475
AMD	Advanced Micro Devices Inc	−5,977	48,290	$28,052,140
ADI	Analog Devices Inc	−5,015	43,236	$17,172,038
CNI	Canadian National Railway Co	−3,095	49,603	$5,914,660
RTX	RTX Corp	−2,813	67,846	$12,872,417
AAPL	Apple Inc.	−2,651	70,293	$20,339,980
NVDA	Nvidia Corp	−2,529	104,542	$20,917,805
PEP	Pepsico Inc	−2,175	3,200	$433,280
JNJ	Johnson & Johnson	−1,611	59,597	$15,135,847
PG	PROCTER & GAMBLE Co	−1,006	66,746	$9,787,631
JPM	Jpmorgan Chase & Co	−760	700	$229,131
ABBV	AbbVie Inc.	−656	8,766	$2,205,875
TJX	Tjx Companies Inc /De/	−648	77,779	$11,783,515
ROK	Rockwell Automation, Inc	−574	25,511	$12,629,983
ADP	Automatic Data Processing Inc	−570	39,376	$8,818,252
AMAT	Applied Materials Inc /De	−542	25,035	$18,100,305
DHR	Danaher Corp /De/	−508	45,274	$8,623,788
ABT	Abbott Laboratories	−329	91,512	$8,303,795
XOM	ExxonMobil Holdings Corp	−300	32,671	$4,466,778
MRK	Merck & Co., Inc.	−200	17,353	$2,229,860
CVX	Chevron Corp	−150	44,480	$7,373,004
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,332	$465,247
GLW	Corning Inc /Ny	950	$242,658
DOV	DOVER Corp	900	$201,852
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MKC	Mccormick & Co Inc	25,009	$1,261,453
APD	Air Products & Chemicals, Inc.	1,000	$290,490
CL	Colgate Palmolive Co	3,115	$265,490
EOG	Eog Resources Inc	1,540	$222,637
RELX	Relx PLC	6,035	$200,060
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $371,924,285 total · filing declares 368 positions · $387,893,757 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Reduced	48,290	-5,977	$28,052,140	+154.1%	7.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	69,482	-6,576	$24,824,475	+13.5%	6.67%
NVDA	Nvidia Corp Technology	Reduced	104,542	-2,529	$20,917,805	+12.0%	5.62%
AAPL	Apple Inc. Technology	Reduced	70,293	-2,651	$20,339,980	+9.9%	5.47%
AMAT	Applied Materials Inc /De Technology	Reduced	25,035	-542	$18,100,305	+107.1%	4.87%
ADI	Analog Devices Inc Technology	Reduced	43,236	-5,015	$17,172,038	+11.9%	4.62%
JNJ	Johnson & Johnson Healthcare	Reduced	59,597	-1,611	$15,135,847	+1.2%	4.07%
MSFT	Microsoft Corp Technology	Added	38,446	+424	$14,341,124	+1.9%	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,827	+249	$14,259,164	+14.9%	3.83%
MA	Mastercard Inc Financial Services	Added	25,086	+225	$12,884,168	+3.7%	3.46%
RTX	RTX Corp Industrials	Reduced	67,846	-2,813	$12,872,417	−5.6%	3.46%
ROK	Rockwell Automation, Inc Industrials	Reduced	25,511	-574	$12,629,983	+34.9%	3.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	77,779	-648	$11,783,515	−5.9%	3.17%
LLY	ELI LILLY & Co Healthcare	Added	9,392	+576	$11,265,043	+38.9%	3.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	66,746	-1,006	$9,787,631	+0.0%	2.63%
ADP	Automatic Data Processing Inc Technology	Reduced	39,376	-570	$8,818,252	+8.6%	2.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	24,726	+93	$8,720,362	+7.6%	2.34%
DHR	Danaher Corp /De/ Healthcare	Reduced	45,274	-508	$8,623,788	−0.7%	2.32%
ABT	Abbott Laboratories Healthcare	Reduced	91,512	-329	$8,303,795	−11.9%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,493	-106	$8,235,048	−4.9%	2.21%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	15,907	+493	$7,901,481	+14.8%	2.12%
XYL	Xylem Inc. Industrials	Reduced	65,331	-123	$7,722,774	−1.3%	2.08%
ATR	Aptargroup, Inc. Healthcare	Reduced	60,108	-6,779	$7,525,520	−10.7%	2.02%
CVX	Chevron Corp Energy	Reduced	44,480	-150	$7,373,004	−20.2%	1.98%
AXP	American Express Co Financial Services	Added	19,362	+3,076	$6,549,193	+32.9%	1.76%
CNI	Canadian National Railway Co Industrials	Reduced	49,603	-3,095	$5,914,660	+9.2%	1.59%
UBER	Uber Technologies, Inc Technology	Added	75,833	+7,256	$5,472,107	+10.9%	1.47%
SCHW	Schwab Charles Corp Financial Services	Added	55,627	+6,070	$5,132,699	+10.2%	1.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	32,671	-300	$4,466,778	−20.1%	1.20%
AVGO	Broadcom Inc. Technology	Added	9,864	+4,357	$3,726,123	+118.6%	1.00%
WCN	Waste Connections, Inc. Industrials	Added	21,257	+12,732	$3,543,325	+155.9%	0.95%
NEE	Nextera Energy Inc Utilities	Added	30,272	+19,157	$2,656,969	+157.4%	0.71%
MRK	Merck & Co., Inc. Healthcare	Reduced	17,353	-200	$2,229,860	+5.6%	0.60%
ABBV	AbbVie Inc. Healthcare	Reduced	8,766	-656	$2,205,875	+7.6%	0.59%
ASML	Asml Holding NV Technology	Reduced	915	-5	$1,820,334	+49.8%	0.49%
CAT	Caterpillar Inc Industrials	Reduced	1,050	-75	$1,118,145	+40.3%	0.30%
EMR	Emerson Electric Co Industrials	Held	6,987	0	$1,000,188	+9.3%	0.27%
WMT	Walmart Inc. Consumer Defensive	Held	7,200	0	$815,472	−8.9%	0.22%
DE	Deere & Co Industrials	Reduced	1,010	-70	$640,673	+5.3%	0.17%
BMO	Bank Of Montreal /Can/ Financial Services	Held	3,500	0	$618,450	+30.6%	0.17%
UNP	Union Pacific Corp Industrials	Reduced	2,245	-5	$610,640	+11.9%	0.16%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,415	-10,087	$588,115	−81.1%	0.16%
FISV	Fiserv Inc	Reduced	11,110	-32,863	$544,944	−77.8%	0.15%
INTC	Intel Corp Technology	NEW	3,332	NEW	$465,247	NEW	0.13%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,200	-2,175	$433,280	−48.1%	0.12%
SHEL	Shell plc Energy	Held	5,450	0	$422,593	−16.6%	0.11%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5,000	0	$413,200	+3.8%	0.11%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	4,639	+1,398	$401,966	+57.7%	0.11%
V	Visa Inc. Financial Services	Held	1,150	0	$394,552	+13.5%	0.11%
CSCO	Cisco Systems, Inc. Technology	Held	3,060	0	$359,427	+51.4%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.