Q2 2026 13F · SEC CIK 1490429

First Long Island Investors, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 73
Top holdings a year, 3 yrs: +16.4%
Assets under management: $1.9B

First Long Island Investors, LLC is a wealth manager that reported 73 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Amphenol Corp (APH, 5.6%), Nvidia Corporation Com (NVDA, 5.0%), Amazon Com Inc Com (AMZN, 4.9%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.

First Long Island Investors, LLC holdings largest 50 of 73 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

First Long Island Investors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
APHAmphenol Corp	5.6%	3.7%	445,193	+23.4%	$78.5M
NVDANvidia Corporation Com	5.0%	4.9%	354,890	+2.5%	$71.0M
AMZNAmazon Com Inc Com	4.9%	4.6%	289,993	+5.5%	$69.1M
MSFTMicrosoft Corp	4.2%	4.8%	160,492	+0.3%	$59.9M
GOOGLAlphabet Inc	4.2%	4.1%	165,391	-5.1%	$59.1M
PHParker-Hannifin Corp	4.2%	4.4%	60,284	+0.4%	$59.0M
LLYLilly Eli & Co	3.9%	3.3%	45,914	+4.2%	$55.1M
TSMTaiwan Semiconductor Manufac	3.3%	3.2%	98,125	-16.2%	$46.9M
AVGOBroadcom Inc	3.3%	3.0%	123,999	+3.9%	$46.8M
VVisa Inc Com Cl A	3.3%	3.5%	135,745	-5.1%	$46.6M
AAPLApple Inc	3.1%	2.4%	150,353	+31.6%	$43.5M
JPMJpmorgan Chase & Co	2.7%	2.8%	116,356	+0.0%	$38.1M
MUMicron Technology Inc	2.4%	—	29,207	—	$33.7M
GEVGe Vernova Inc	2.3%	0.7%	27,523	+167.6%	$32.3M
MAMastercard Inc.	2.2%	2.6%	60,309	-7.7%	$31.0M
WSMWilliams Sonoma Inc	2.2%	1.9%	130,525	-0.1%	$30.4M
ABBVAbbvie Inc	2.1%	2.1%	118,244	-0.1%	$29.8M
PMPhilip Morris Intl Inc Com	2.0%	2.1%	159,442	+0.1%	$28.8M
JNJJohnson & Johnson	2.0%	2.2%	112,030	-0.2%	$28.5M
ETNEaton Corp PLC	2.0%	1.6%	65,924	+19.8%	$28.1M
METAMeta Platforms Inc Class A	2.0%	2.3%	48,898	+0.6%	$27.5M
ADPAutomatic Data Processing Inc Com	1.9%	1.8%	121,048	+10.3%	$27.1M
AMGNAmgen Inc Com	1.8%	2.0%	69,904	-0.1%	$25.3M
UNHUnitedhealth Group Inc Com	1.7%	1.2%	58,973	+12.0%	$24.5M
QCOMQualcomm Inc	1.7%	1.4%	132,517	-0.2%	$24.5M
FASTFastenal Co	1.7%	1.9%	500,113	-0.0%	$24.0M
ABTAbbott Laboratories	1.5%	3.2%	234,505	-38.6%	$21.3M
LOWLowes Cos Inc	1.5%	3.0%	95,106	-39.0%	$21.0M
FICOFair Isaac Corp	1.5%	1.4%	17,465	+11.8%	$20.9M
BLKBlackrock Inc	1.5%	1.7%	21,450	-0.1%	$20.6M
UBERUber Technologies Inc	1.5%	1.6%	284,137	+0.8%	$20.5M
USBUS Bancorp Del	1.4%	1.3%	318,034	-0.2%	$19.2M
LSEGYLondon Stock Exchange Group Sp	1.3%	1.2%	698,230	+44.0%	$18.9M
GOOGAlphabet Inc	1.3%	1.3%	53,293	-7.6%	$18.8M
CNICanadian Natl Ry Co	1.3%	1.3%	150,974	+0.4%	$18.0M
NEENextera Energy Inc Com	1.2%	1.4%	187,408	+0.0%	$16.4M
ITWIllinois Tool Works Inc.	1.1%	1.2%	54,901	-0.2%	$14.8M
HDHome Depot Inc Com	1.0%	1.1%	41,359	-0.0%	$14.6M
PEPPepsico Inc	1.0%	1.3%	104,861	+0.1%	$14.2M
MCDMcdonalds Corp Com	1.0%	1.3%	50,947	-0.1%	$13.8M
SNPSSynopsys Inc	0.9%	0.7%	29,476	+37.3%	$13.1M
LMTLockheed Martin Corp Com	0.9%	—	24,948	—	$12.7M
HONHoneywell International Inc.	0.8%	—	48,156	—	$10.8M
HONAHoneywell Aerospace Inc.	0.8%	—	48,057	—	$10.6M
CDNSCadence Design System Inc	0.7%	0.4%	24,505	+50.1%	$9.2M
BXBlackstone Inc Com	0.5%	1.5%	63,585	-61.3%	$7.5M
NFLXNetflix Inc Total	0.4%	0.8%	84,008	-12.6%	$6.0M
ISRGIntuitive Surgical Inc	0.3%	0.4%	11,750	+1.3%	$4.7M
SCHWSchwab Charles Corp	0.3%	0.0%	42,429	+612.7%	$3.9M
TJXTjx Cos Inc New Com	0.1%	—	12,007	—	$1.8M

What First Long Island Investors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SCHW Schwab Charles Corp+612.7% shares
GEV Ge Vernova Inc+167.6% shares
CDNS Cadence Design System Inc+50.1% shares
LSEGY London Stock Exchange Group Sp+44.0% shares
SNPS Synopsys Inc+37.3% shares
AAPL Apple Inc+31.6% shares
APH Amphenol Corp+23.4% shares
ETN Eaton Corp PLC+19.8% shares

Reduced

BX Blackstone Inc Com-61.3% shares
LOW Lowes Cos Inc-39.0% shares
ABT Abbott Laboratories-38.6% shares
TSM Taiwan Semiconductor Manufac-16.2% shares
NFLX Netflix Inc Total-12.6% shares
MA Mastercard Inc.-7.7% shares
GOOG Alphabet Inc-7.6% shares
V Visa Inc Com Cl A-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.6% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +20.4%
5 years: +7.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	73
Q1 2026	$1.2B	70
Q4 2025	$1.4B	74
Q3 2025	$1.3B	69
Q2 2025	$1.3B	65
Q1 2025	$1.2B	65
Q4 2024	$1.3B	66
Q3 2024	$1.3B	69
Q2 2024	$1.2B	66
Q1 2024	$1.2B	64
Q4 2023	$1.1B	60
Q3 2023	$1.0B	59

Questions about First Long Island Investors, LLC's portfolio

What stocks does First Long Island Investors, LLC own?

First Long Island Investors, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 73 positions worth $1.4B. The largest are Amphenol Corp (APH) at 5.6%, Nvidia Corporation Com (NVDA) at 5.0%, Amazon Com Inc Com (AMZN) at 4.9%, Microsoft Corp (MSFT) at 4.2% and Alphabet Inc (GOOGL) at 4.2%.

What did First Long Island Investors, LLC buy last quarter?

In Q2 2026, First Long Island Investors, LLC added Schwab Charles Corp (SCHW) (+612.7% shares), Ge Vernova Inc (GEV) (+167.6% shares) and Cadence Design System Inc (CDNS) (+50.1% shares), compared with its Q1 2026 filing.

What did First Long Island Investors, LLC sell last quarter?

In Q2 2026, First Long Island Investors, LLC cut from its top 50 Intuit (INTU), cut from its top 50 Zoetis Inc (ZTS), cut from its top 50 Spotify Technology S A (SPOT), cut from its top 50 Paychex Inc (PAYX), cut from its top 50 Capital One Financial Corp (COF), Blackstone Inc Com (BX) (-61.3% shares), Lowes Cos Inc (LOW) (-39.0% shares) and Abbott Laboratories (ABT) (-38.6% shares), compared with its Q1 2026 filing.

How has First Long Island Investors, LLC's portfolio performed?

A portfolio copying First Long Island Investors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.6% against +20.1%. Over 5 years: +7.4% a year against +11.6%.

When is First Long Island Investors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. First Long Island Investors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does First Long Island Investors, LLC manage?

First Long Island Investors, LLC reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.