PUZO MICHAEL J

CIK

1053914

Location

BOSTON, MA

Portfolio Value

Small $316,572,735

Diversification

Diversified

Filing Date

Global Rank

#3,329 / 8,603 ▼ 49 · as of Mar 2026

Top Industry

Semiconductors 14.9%

3Y Alpha vs SPY

-5.8%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.1%

SPY

+76.5%

Annualised alpha

-5.6%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−0.6 pts

Top 5

28.1%

−0.9 pts

Top 10

48.6%

−0.0 pts

HHI

360

Diversified−7

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$102,598,310	11
Healthcare	20.2%	$64,040,358	10
Industrials	13.3%	$42,190,394	12
Consumer Cyclical	10.4%	$33,034,636	3
Financial Services	8.2%	$25,853,910	8
Communication Services	6.9%	$21,774,500	2
Consumer Defensive	4.2%	$13,340,653	6
Energy	3.1%	$9,963,432	3
Unclassified	0.8%	$2,453,693	1
Utilities	0.3%	$1,032,359	1
Basic Materials	0.1%	$290,490	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+13,892	68,577	$4,932,739
SCHW	Schwab Charles Corp	+8,072	49,557	$4,657,365
AVGO	Broadcom Inc.	+4,077	5,507	$1,704,467
AMZN	Amazon Com Inc	+2,153	59,578	$12,408,305
AXP	American Express Co	+1,368	16,286	$4,926,186
XYL	Xylem Inc.	+1,211	65,454	$7,821,752
MSFT	Microsoft Corp	+885	38,022	$14,074,599
JPM	Jpmorgan Chase & Co	+620	1,460	$429,473
LLY	ELI LILLY & Co	+592	8,816	$8,108,687
BRK-B	Berkshire Hathaway Inc	+590	4,590	$2,199,528
ASML	Asml Holding NV	+135	920	$1,215,162
VRTX	Vertex Pharmaceuticals Inc / Ma	+43	15,414	$6,882,963
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MKC	Mccormick & Co Inc	−18,518	25,009	$1,261,453
FISV	Fiserv Inc	−17,115	43,973	$2,453,693
RELX	Relx PLC	−8,140	6,035	$200,060
UNH	Unitedhealth Group Inc	−7,035	11,502	$3,112,322
RTX	RTX Corp	−6,586	70,659	$13,630,119
GOOGL	Alphabet Inc.	−6,033	74,498	$21,422,642
CNI	Canadian National Railway Co	−4,312	52,698	$5,415,771
JNJ	Johnson & Johnson	−4,195	61,208	$14,961,679
ATR	Aptargroup, Inc.	−3,778	66,887	$8,429,098
WMT	Walmart Inc.	−3,350	7,200	$894,816
ADI	Analog Devices Inc	−3,086	48,251	$15,350,570
AAPL	Apple Inc.	−2,563	72,944	$18,512,454
PG	PROCTER & GAMBLE Co	−2,517	67,752	$9,786,096
ABT	Abbott Laboratories	−2,100	91,841	$9,429,310
CARR	CARRIER GLOBAL Corp	−1,950	22,285	$1,254,866
AMD	Advanced Micro Devices Inc	−1,946	54,267	$11,039,532
NVDA	Nvidia Corp	−1,894	107,071	$18,673,182
CVX	Chevron Corp	−1,820	44,630	$9,233,945
TJX	Tjx Companies Inc /De/	−1,646	78,427	$12,524,788
EMR	Emerson Electric Co	−1,600	6,987	$915,436
CAT	Caterpillar Inc	−1,175	1,125	$797,017
ADP	Automatic Data Processing Inc	−990	39,946	$8,116,224
DHR	Danaher Corp /De/	−943	45,782	$8,680,266
HD	Home Depot, Inc.	−810	24,633	$8,101,543
MA	Mastercard Inc	−797	24,861	$12,422,043
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
WCN	Waste Connections, Inc.	8,525	$1,384,798
NEE	Nextera Energy Inc	11,115	$1,032,359
APD	Air Products & Chemicals, Inc.	1,000	$290,490
CL	Colgate Palmolive Co	3,115	$265,490
CP	Canadian Pacific Kansas City Ltd/Cn	3,241	$254,934
EOG	Eog Resources Inc	1,540	$222,637
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ECL	Ecolab Inc.	1,675	$439,721
INTC	Intel Corp	8,832	$325,900
CRM	Salesforce, Inc.	1,184	$313,651
NUE	Nucor Corp	1,800	$293,598
IDXX	Idexx Laboratories Inc /De	400	$270,612
SYY	Sysco Corp	3,375	$248,703
OZK	Bank OZK	5,390	$248,047
TXN	Texas Instruments Inc	1,350	$234,211
HON	Honeywell International Inc	1,123	$229,770
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $316,572,735 total · as of Mar 31, 2026

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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	74,498	-6,033	$21,422,642	−15.0%	6.77%
NVDA	Nvidia Corp Technology	Reduced	107,071	-1,894	$18,673,182	−8.1%	5.90%
AAPL	Apple Inc. Technology	Reduced	72,944	-2,563	$18,512,454	−9.8%	5.85%
ADI	Analog Devices Inc Technology	Reduced	48,251	-3,086	$15,350,570	+10.3%	4.85%
JNJ	Johnson & Johnson Healthcare	Reduced	61,208	-4,195	$14,961,679	+10.5%	4.73%
MSFT	Microsoft Corp Technology	Added	38,022	+885	$14,074,599	−21.6%	4.45%
RTX	RTX Corp Industrials	Reduced	70,659	-6,586	$13,630,119	−3.8%	4.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	78,427	-1,646	$12,524,788	+1.8%	3.96%
MA	Mastercard Inc Financial Services	Reduced	24,861	-797	$12,422,043	−15.2%	3.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	59,578	+2,153	$12,408,305	−6.4%	3.92%
AMD	Advanced Micro Devices Inc Technology	Reduced	54,267	-1,946	$11,039,532	−8.3%	3.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	67,752	-2,517	$9,786,096	−2.8%	3.09%
ABT	Abbott Laboratories Healthcare	Reduced	91,841	-2,100	$9,429,310	−19.9%	2.98%
ROK	Rockwell Automation, Inc Industrials	Reduced	26,085	-782	$9,361,382	−10.4%	2.96%
CVX	Chevron Corp Energy	Reduced	44,630	-1,820	$9,233,945	+30.4%	2.92%
AMAT	Applied Materials Inc /De Technology	Reduced	25,577	-146	$8,741,957	+32.2%	2.76%
DHR	Danaher Corp /De/ Healthcare	Reduced	45,782	-943	$8,680,266	−18.8%	2.74%
ATR	Aptargroup, Inc. Healthcare	Reduced	66,887	-3,778	$8,429,098	−2.2%	2.66%
ADP	Automatic Data Processing Inc Technology	Reduced	39,946	-990	$8,116,224	−22.9%	2.56%
LLY	ELI LILLY & Co Healthcare	Added	8,816	+592	$8,108,687	−8.3%	2.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	24,633	-810	$8,101,543	−7.5%	2.56%
XYL	Xylem Inc. Industrials	Added	65,454	+1,211	$7,821,752	−10.6%	2.47%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	15,414	+43	$6,882,963	−1.2%	2.17%
CNI	Canadian National Railway Co Industrials	Reduced	52,698	-4,312	$5,415,771	−3.9%	1.71%
UBER	Uber Technologies, Inc Technology	Added	68,577	+13,892	$4,932,739	+10.4%	1.56%
AXP	American Express Co Financial Services	Added	16,286	+1,368	$4,926,186	−10.7%	1.56%
SCHW	Schwab Charles Corp Financial Services	Added	49,557	+8,072	$4,657,365	+12.4%	1.47%
UNH	Unitedhealth Group Inc Healthcare	Reduced	11,502	-7,035	$3,112,322	−49.1%	0.98%
FISV	Fiserv Inc	Reduced	43,973	-17,115	$2,453,693	−40.2%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,590	+590	$2,199,528	+9.4%	0.69%
MRK	Merck & Co., Inc. Healthcare	Held	17,553	0	$2,111,449	+14.3%	0.67%
ABBV	AbbVie Inc. Healthcare	Held	9,422	0	$2,049,189	−4.8%	0.65%
AVGO	Broadcom Inc. Technology	Added	5,507	+4,077	$1,704,467	+244.4%	0.54%
WCN	Waste Connections, Inc. Industrials	NEW	8,525	NEW	$1,384,798	NEW	0.44%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	25,009	-18,518	$1,261,453	−57.4%	0.40%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	22,285	-1,950	$1,254,866	−2.0%	0.40%
ASML	Asml Holding NV Technology	Added	920	+135	$1,215,162	+44.7%	0.38%
NEE	Nextera Energy Inc Utilities	NEW	11,115	NEW	$1,032,359	NEW	0.33%
EMR	Emerson Electric Co Industrials	Reduced	6,987	-1,600	$915,436	−19.7%	0.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,200	-3,350	$894,816	−23.9%	0.28%
PEP	Pepsico Inc Consumer Defensive	Reduced	5,375	-700	$834,682	−4.3%	0.26%
CAT	Caterpillar Inc Industrials	Reduced	1,125	-1,175	$797,017	−39.5%	0.25%
DE	Deere & Co Industrials	Reduced	1,080	-400	$608,364	−11.7%	0.19%
UNP	Union Pacific Corp Industrials	Held	2,250	0	$545,895	+4.9%	0.17%
SHEL	Shell plc Energy	Held	5,450	0	$506,850	+26.6%	0.16%
BMO	Bank Of Montreal /Can/ Financial Services	Held	3,500	0	$473,690	+4.3%	0.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,460	+620	$429,473	+58.7%	0.14%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5,000	0	$398,050	−14.6%	0.13%
META	Meta Platforms, Inc. Communication Services	Held	615	0	$351,858	−13.3%	0.11%
V	Visa Inc. Financial Services	Reduced	1,150	-180	$347,575	−25.5%	0.11%