First Long Island Investors, LLC

CIK

1490429

Location

JERICHO, NY

Portfolio Value

Mid $1,179,582,103

Diversification

Diversified

Filing Date

Global Rank

#1,610 / 8,607 ▼ 55 · as of Mar 2026

Top Industry

Semiconductors 13.1%

3Y Alpha vs SPY

-7.0%

Period ended 3 months ago

Filed May 15, 2026 · 56d

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

+45.6%

SPY

+75.5%

Annualised alpha

-7.3%

Max drawdown

−16.5%

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

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

Top Position

5.1%

−0.8 pts

Top 5

23.8%

−0.5 pts

Top 10

41.4%

−0.4 pts

HHI

288

Diversified+3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.7%	$386,095,475	17
Healthcare	16.2%	$191,642,972	13
Financial Services	13.4%	$157,710,879	10
Consumer Cyclical	12.5%	$147,572,700	6
Industrials	11.5%	$135,735,214	7
Communication Services	8.4%	$99,580,576	4
Consumer Defensive	3.6%	$42,587,262	2
Utilities	1.5%	$17,397,817	1
Basic Materials	0.1%	$754,176	2
Unclassified	0.0%	$505,032	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+104,364	360,767	$45,582,910
UBER	Uber Technologies, Inc	+47,045	281,940	$20,279,944
AAPL	Apple Inc.	+42,140	114,242	$28,993,477
V	Visa Inc.	+39,234	143,050	$43,235,432
SPOT	Spotify Technology S.A.	+13,948	25,616	$12,421,454
FICO	Fair Isaac Corp	+10,386	15,626	$16,681,380
COF	Capital One Financial Corp	+9,342	58,666	$10,702,438
CNI	Canadian National Railway Co	+8,948	150,434	$15,460,102
PAYX	Paychex Inc	+7,541	127,152	$11,713,242
INTU	Intuit Inc.	+3,127	31,873	$13,781,247
META	Meta Platforms, Inc.	+1,307	48,628	$27,821,537
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ADP	Automatic Data Processing Inc	−82,299	109,717	$22,292,300
NFLX	Netflix Inc	−63,930	96,160	$9,245,784
ABT	Abbott Laboratories	−44,024	381,973	$39,217,167
CDNS	Cadence Design Systems Inc	−35,313	16,329	$4,537,339
ZTS	Zoetis Inc.	−22,765	108,517	$12,827,794
AMZN	Amazon Com Inc	−12,158	274,786	$57,229,680
GOOGL	Alphabet Inc.	−8,581	174,196	$50,091,801
FAST	Fastenal Co	−5,782	500,240	$23,211,136
USB	US Bancorp De	−3,006	318,588	$16,569,761
PM	Philip Morris International Inc.	−1,922	159,206	$26,323,120
JNJ	Johnson & Johnson	−1,743	112,213	$27,429,345
QCOM	Qualcomm Inc/De	−1,623	132,756	$17,096,317
LOW	Lowes Companies Inc	−1,344	156,029	$36,866,532
WSM	Williams Sonoma Inc	−1,341	130,608	$23,813,756
ABBV	AbbVie Inc.	−1,332	118,369	$25,744,073
JPM	Jpmorgan Chase & Co	−1,119	116,308	$34,213,161
NEE	Nextera Energy Inc	−1,102	187,315	$17,397,817
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,005	117,078	$39,566,510
NVDA	Nvidia Corp	−993	346,104	$60,360,537
MRK	Merck & Co., Inc.	−962	2,666	$320,693
MSFT	Microsoft Corp	−920	160,039	$59,241,636
ITW	Illinois Tool Works Inc	−657	55,023	$14,321,936
AMGN	Amgen Inc	−650	69,987	$24,624,925
PEP	Pepsico Inc	−594	104,734	$16,264,142
BX	Blackstone Inc.	−579	164,312	$18,894,236
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	10,287	$8,979,522
SNPS	Synopsys Inc	21,475	$8,514,408
AZN	Astrazeneca PLC	1,920	$378,662
MSI	Motorola Solutions, Inc.	488	$211,777
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	63,269	$16,975,072
ADBE	Adobe Inc.	47,546	$16,640,624
DIS	Walt Disney Co	121,197	$13,788,582
MDLZ	Mondelez International, Inc.	230,842	$12,426,224
ROP	Roper Technologies Inc	504	$224,345
ADSK	Autodesk, Inc.	698	$206,614
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $1,179,582,103 total · as of Mar 31, 2026

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

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	346,104	-993	$60,360,537	−6.8%	5.12%
MSFT	Microsoft Corp Technology	Reduced	160,039	-920	$59,241,636	−23.9%	5.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	274,786	-12,158	$57,229,680	−13.6%	4.85%
PH	Parker-Hannifin Corp Industrials	Reduced	60,040	-484	$53,750,209	+1.0%	4.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	174,196	-8,581	$50,091,801	−12.4%	4.25%
APH	Amphenol Corp /De/ Technology	Added	360,767	+104,364	$45,582,910	+31.6%	3.86%
V	Visa Inc. Financial Services	Added	143,050	+39,234	$43,235,432	+18.7%	3.67%
LLY	ELI LILLY & Co Healthcare	Reduced	44,075	-153	$40,538,862	−14.7%	3.44%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	117,078	-1,005	$39,566,510	+10.3%	3.35%
ABT	Abbott Laboratories Healthcare	Reduced	381,973	-44,024	$39,217,167	−26.5%	3.32%
AVGO	Broadcom Inc. Technology	Reduced	119,312	-323	$36,928,257	−10.8%	3.13%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	156,029	-1,344	$36,866,532	−2.9%	3.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	116,308	-1,119	$34,213,161	−9.6%	2.90%
MA	Mastercard Inc Financial Services	Reduced	65,357	-137	$32,656,278	−12.7%	2.77%
AAPL	Apple Inc. Technology	Added	114,242	+42,140	$28,993,477	+47.9%	2.46%
META	Meta Platforms, Inc. Communication Services	Added	48,628	+1,307	$27,821,537	−10.9%	2.36%
JNJ	Johnson & Johnson Healthcare	Reduced	112,213	-1,743	$27,429,345	+16.3%	2.33%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	159,206	-1,922	$26,323,120	+1.9%	2.23%
ABBV	AbbVie Inc. Healthcare	Reduced	118,369	-1,332	$25,744,073	−5.9%	2.18%
AMGN	Amgen Inc Healthcare	Reduced	69,987	-650	$24,624,925	+6.5%	2.09%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	130,608	-1,341	$23,813,756	+1.1%	2.02%
FAST	Fastenal Co Industrials	Reduced	500,240	-5,782	$23,211,136	+14.3%	1.97%
ADP	Automatic Data Processing Inc Technology	Reduced	109,717	-82,299	$22,292,300	−54.9%	1.89%
UBER	Uber Technologies, Inc Technology	Added	281,940	+47,045	$20,279,944	+5.7%	1.72%
ETN	Eaton Corp plc Industrials	Reduced	55,013	-346	$19,676,499	+11.6%	1.67%
BX	Blackstone Inc. Financial Services	Reduced	164,312	-579	$18,894,236	−25.7%	1.60%
NEE	Nextera Energy Inc Utilities	Reduced	187,315	-1,102	$17,397,817	+15.0%	1.47%
QCOM	Qualcomm Inc/De Technology	Reduced	132,756	-1,623	$17,096,317	−25.6%	1.45%
FICO	Fair Isaac Corp Technology	Added	15,626	+10,386	$16,681,380	+88.3%	1.41%
USB	US Bancorp De Financial Services	Reduced	318,588	-3,006	$16,569,761	−3.4%	1.40%
PEP	Pepsico Inc Consumer Defensive	Reduced	104,734	-594	$16,264,142	+7.6%	1.38%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	50,998	-524	$15,849,668	+0.7%	1.34%
CNI	Canadian National Railway Co Industrials	Added	150,434	+8,948	$15,460,102	+10.5%	1.31%
ITW	Illinois Tool Works Inc Industrials	Reduced	55,023	-657	$14,321,936	+4.4%	1.21%
UNH	Unitedhealth Group Inc Healthcare	Reduced	52,640	-571	$14,243,857	−18.9%	1.21%
INTU	Intuit Inc. Technology	Added	31,873	+3,127	$13,781,247	−27.6%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	41,361	-458	$13,603,219	−5.5%	1.15%
ZTS	Zoetis Inc. Healthcare	Reduced	108,517	-22,765	$12,827,794	−22.3%	1.09%
SPOT	Spotify Technology S.A. Communication Services	Added	25,616	+13,948	$12,421,454	+83.3%	1.05%
PAYX	Paychex Inc Technology	Added	127,152	+7,541	$11,713,242	−12.7%	0.99%
COF	Capital One Financial Corp Financial Services	Added	58,666	+9,342	$10,702,438	−10.5%	0.91%
NFLX	Netflix Inc Communication Services	Reduced	96,160	-63,930	$9,245,784	−38.4%	0.78%
GEV	GE Vernova Inc. Industrials	NEW	10,287	NEW	$8,979,522	NEW	0.76%
SNPS	Synopsys Inc Technology	NEW	21,475	NEW	$8,514,408	NEW	0.72%
ISRG	Intuitive Surgical Inc Healthcare	Held	11,600	0	$5,347,484	−18.6%	0.45%
CDNS	Cadence Design Systems Inc Technology	Reduced	16,329	-35,313	$4,537,339	−71.9%	0.38%
SCHW	Schwab Charles Corp Financial Services	Reduced	5,953	-450	$559,462	−12.5%	0.05%
QQQ	Invesco Qqq Trust, Series 1	Held	875	0	$505,032	−6.0%	0.04%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	892	0	$438,444	−15.2%	0.04%
PAAS	Pan American Silver Corp Basic Materials	Held	7,381	0	$403,224	+5.4%	0.03%