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

#4,594 / 8,798 ▼ 334 · as of Jun 2026

Top Industry

Semiconductors 18.9%

Period ended 3 months ago

Filed Aug 11, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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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.