Q2 2026 13F · SEC CIK 1053914

Puzo Michael J

Investment managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $387.9M
Reported positions: 66
Top holdings a year, 3 yrs: +15.9%
Average holding period: 8.8 yrs

Puzo Michael J is an investment manager that reported 66 positions worth $387.9M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Advanced Micro Devices Inc (AMD, 7.2%), Alphabet Inc (GOOGL, 6.3%), Nvidia Corporation (NVDA, 5.4%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 20.4% for the S&P 500.

Puzo Michael J holdings largest 50 of 66 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.

Puzo Michael J 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMDAdvanced Micro Devices Inc	7.2%	3.2%	48,290	-11.0%	$28.1M
GOOGLAlphabet Inc	6.3%	6.2%	67,922	-8.8%	$24.3M
NVDANvidia Corporation	5.4%	5.4%	104,542	-2.4%	$20.9M
AAPLApple Inc	5.2%	5.4%	70,293	-3.6%	$20.3M
AMATApplied Matls Inc	4.7%	2.5%	25,035	-2.1%	$18.1M
ADIAnalog Devices Inc	4.4%	4.5%	43,236	-10.4%	$17.2M
JNJJohnson & Johnson	3.9%	4.4%	59,597	-2.6%	$15.1M
MSFTMicrosoft Corp	3.7%	4.1%	38,446	+1.1%	$14.3M
AMZNAmazon Com Inc	3.7%	3.6%	59,827	+0.4%	$14.3M
MAMastercard Incorporated	3.3%	3.6%	25,086	+0.9%	$12.9M
RTXRtx Corporation	3.3%	4.0%	67,846	-4.0%	$12.9M
ROKRockwell Automation Inc	3.3%	2.7%	25,511	-2.2%	$12.6M
TJXTjx Cos Inc New	3.0%	3.6%	77,779	-0.8%	$11.8M
LLYEli Lilly & Co	2.9%	2.4%	9,392	+6.5%	$11.3M
SBGSYSchneider Electric SE - ADR	2.9%	2.7%	170,477	-0.7%	$11.1M
PGProcter & Gamble Co	2.5%	2.9%	66,746	-1.5%	$9.8M
ADPAutomatic Data Processing in	2.3%	2.4%	39,376	-1.4%	$8.8M
HDHome Depot Inc	2.2%	2.4%	24,726	+0.4%	$8.7M
DHRDanaher Corp Del	2.2%	2.5%	45,274	-1.1%	$8.6M
ABTAbbott Laboratories	2.1%	2.7%	91,512	-0.4%	$8.3M
VRTXVertex Pharmaceuticals Inc	2.0%	2.0%	15,907	+3.2%	$7.9M
XYLXylem Inc	2.0%	2.3%	65,331	-0.2%	$7.7M
ATRAptargroup Inc	1.9%	2.5%	60,108	-10.1%	$7.5M
CVXChevron Corporation	1.9%	2.7%	44,480	-0.3%	$7.4M
AXPAmerican Express Co	1.7%	1.4%	19,362	+18.9%	$6.5M
BRK-ABerkshire Hathaway Inc Del	1.5%	1.9%	8	-11.1%	$6.0M
CNICanadian Natl Ry Co	1.5%	1.6%	49,603	-5.9%	$5.9M
UBERUber Technologies Inc	1.4%	1.4%	75,833	+10.6%	$5.5M
SCHWCharles Schwab Corp (the)	1.3%	1.4%	55,627	+12.2%	$5.1M
XOMExxon Mobil Corp	1.2%	1.6%	32,671	-0.9%	$4.5M
AVGOBroadcom Inc	1.0%	0.5%	9,864	+79.1%	$3.7M
WCNWaste Connections Inc	0.9%	0.4%	21,257	+149.3%	$3.5M
NEENextera Energy Inc	0.7%	0.3%	30,272	+172.4%	$2.7M
529412900Munich Re Group	0.6%	0.8%	4,436	+0.0%	$2.5M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	4,485	-2.3%	$2.2M
MRKMerck & Co Inc	0.6%	0.6%	17,353	-1.1%	$2.2M
ABBVAbbvie Inc	0.6%	0.6%	8,766	-7.0%	$2.2M
ASMLAsml Hldg NV	0.5%	0.4%	915	-0.5%	$1.8M
RHHBYRoche Holding AG	0.3%	0.3%	23,940	-0.0%	$1.2M
CATCaterpillar Inc	0.3%	0.2%	1,050	-6.7%	$1.1M
EMREmerson Elec Co	0.3%	0.3%	6,987	+0.0%	$1.0M
WMTWalmart Inc	0.2%	0.3%	7,200	+0.0%	$815K
DEDeere & Co	0.2%	0.2%	1,010	-6.5%	$641K
BMOBank of Montreal	0.2%	—	3,500	—	$618K
UNPUnion Pac Corp	0.2%	0.2%	2,245	-0.2%	$611K
UNHUnitedhealth Group Inc	0.2%	0.9%	1,415	-87.7%	$588K
GOOGAlphabet Inc	0.1%	—	1,560	—	$551K
FISVFiserv Inc	0.1%	0.7%	11,110	-74.7%	$545K
INTCIntel Corp	0.1%	—	3,332	—	$465K
PEPPepsico Inc	0.1%	0.2%	3,200	-40.5%	$433K

What Puzo Michael J 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

NEE Nextera Energy Inc+172.4% shares
WCN Waste Connections Inc+149.3% shares
AVGO Broadcom Inc+79.1% shares
AXP American Express Co+18.9% shares
SCHW Charles Schwab Corp (the)+12.2% shares
UBER Uber Technologies Inc+10.6% shares
LLY Eli Lilly & Co+6.5% shares

Reduced

UNH Unitedhealth Group Inc-87.7% shares
FISV Fiserv Inc-74.7% shares
PEP Pepsico Inc-40.5% shares
BRK-A Berkshire Hathaway Inc Del-11.1% shares
AMD Advanced Micro Devices Inc-11.0% shares
ADI Analog Devices Inc-10.4% shares
ATR Aptargroup Inc-10.1% shares
GOOGL Alphabet Inc-8.8% 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: +20.8% /yr; S&P 500 +20.1%
3 years: +15.9% /yr; S&P 500 +20.4%
5 years: +9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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	$387.9M	66
Q1 2026	$343.4M	67
Q4 2025	$367.3M	71
Q3 2025	$366.6M	71
Q2 2025	$351.0M	71
Q1 2025	$349.0M	73
Q4 2024	$357.7M	73
Q3 2024	$382.5M	76
Q2 2024	$360.3M	73
Q1 2024	$360.8M	75
Q4 2023	$314.8M	75
Q3 2023	$294.8M	75

Questions about Puzo Michael J's portfolio

What stocks does Puzo Michael J own?

Puzo Michael J's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 66 positions worth $387.9M. The largest are Advanced Micro Devices Inc (AMD) at 7.2%, Alphabet Inc (GOOGL) at 6.3%, Nvidia Corporation (NVDA) at 5.4%, Apple Inc (AAPL) at 5.2% and Applied Matls Inc (AMAT) at 4.7%.

What did Puzo Michael J buy last quarter?

In Q2 2026, Puzo Michael J added Nextera Energy Inc (NEE) (+172.4% shares), Waste Connections Inc (WCN) (+149.3% shares) and Broadcom Inc (AVGO) (+79.1% shares), compared with its Q1 2026 filing.

What did Puzo Michael J sell last quarter?

In Q2 2026, Puzo Michael J cut from its top 50 Mccormick & Co Inc (MKC), cut from its top 50 Carrier Global Corporation (CARR), cut from its top 50 Shell PLC (SHEL), Unitedhealth Group Inc (UNH) (-87.7% shares), Fiserv Inc (FISV) (-74.7% shares) and Pepsico Inc (PEP) (-40.5% shares), compared with its Q1 2026 filing.

How has Puzo Michael J's portfolio performed?

A portfolio copying Puzo Michael J's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.8% against +20.1%. Over 5 years: +9.8% a year against +11.6%.

When is Puzo Michael J's next 13F filing due?

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