First Long Island Investors, LLC Top Holdings and 13F Report (2024) → Guard Against the Coming Financial Upheaval (From Porter & Company) (Ad) About First Long Island Investors, LLCInvestment ActivityFirst Long Island Investors, LLC has $1.20 billion in total holdings as of March 31, 2024.First Long Island Investors, LLC owns shares of 64 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 7.98% of the portfolio was sold this quarter.This quarter, First Long Island Investors, LLC has purchased 60 new stocks and bought additional shares in 12 stocks.First Long Island Investors, LLC sold shares of 34 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $73,826,263Amazon.com $53,864,534NVIDIA $52,093,848Automatic Data Processing $50,457,969UnitedHealth Group $49,548,657 Largest New Holdings this Quarter Salesforce $19,174,926 HoldingUber Technologies $13,870,364 HoldingTaiwan Semiconductor Manufacturing $8,675,636 HoldingMSCI $7,300,982 HoldingIQVIA $262,500 Holding Largest Purchases this Quarter Salesforce 63,666 shares (about $19.17M)Uber Technologies 180,158 shares (about $13.87M)Taiwan Semiconductor Manufacturing 63,768 shares (about $8.68M)MSCI 13,027 shares (about $7.30M)PepsiCo 29,659 shares (about $5.19M) Largest Sales this Quarter NVIDIA 12,031 shares (about $10.87M)American Tower 38,283 shares (about $7.56M)NIKE 76,864 shares (about $7.22M)Williams-Sonoma 12,883 shares (about $4.09M)Comcast 94,251 shares (about $4.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Long Island Investors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$73,826,263$510,754 ▼-0.7%175,4766.1%Computer and TechnologyAMZNAmazon.com$53,864,534$507,950 ▼-0.9%298,6174.5%Retail/WholesaleNVDANVIDIA$52,093,848$10,870,730 ▼-17.3%57,6544.3%Computer and TechnologyADPAutomatic Data Processing$50,457,969$1,122,082 ▼-2.2%202,0424.2%Business ServicesUNHUnitedHealth Group$49,548,657$3,356,539 ▲7.3%100,1594.1%MedicalLOWLowe's Companies$40,532,383$496,978 ▼-1.2%159,1193.4%Retail/WholesaleABTAbbott Laboratories$38,847,965$346,890 ▼-0.9%341,7913.2%MedicalPHParker-Hannifin$38,445,662$473,533 ▼-1.2%69,1733.2%Industrial ProductsGOOGLAlphabet$34,484,939$896,071 ▼-2.5%228,4832.9%Computer and TechnologyCMCSAComcast$33,136,870$4,085,781 ▼-11.0%764,4032.8%Consumer DiscretionaryMAMastercard$32,690,898$958,324 ▼-2.8%67,8842.7%Business ServicesQCOMQUALCOMM$32,024,280$479,796 ▼-1.5%189,1572.7%Computer and TechnologyVVisa$30,006,403$1,855,882 ▼-5.8%107,5192.5%Business ServicesJNJJohnson & Johnson$29,018,848$382,187 ▼-1.3%183,4432.4%MedicalWSMWilliams-Sonoma$28,176,977$4,090,739 ▼-12.7%88,7382.3%Retail/WholesaleFASTFastenal$26,557,759$608,403 ▼-2.2%344,2802.2%Retail/WholesaleABBVAbbVie$26,099,118$560,140 ▼-2.1%143,3232.2%MedicalJPMJPMorgan Chase & Co.$25,232,392$692,437 ▼-2.7%125,9732.1%FinanceAMGNAmgen$24,135,072$508,933 ▼-2.1%84,8872.0%MedicalADBEAdobe$23,768,174$1,586,967 ▼-6.3%47,1032.0%Computer and TechnologyBLKBlackRock$23,426,136$526,898 ▼-2.2%28,0992.0%FinanceACNAccenture$22,778,169$4,950,631 ▲27.8%65,7171.9%Business ServicesPMPhilip Morris International$20,592,878$494,748 ▼-2.3%224,7641.7%Consumer StaplesHDHome Depot$20,117,902$428,098 ▼-2.1%52,4451.7%Retail/WholesaleSBUXStarbucks$19,735,762$372,688 ▼-1.9%215,9511.6%Retail/WholesaleSCHWCharles Schwab$19,669,535$3,001,459 ▼-13.2%271,9041.6%FinanceCRMSalesforce$19,174,926$19,174,926 ▲New Holding63,6661.6%Computer and TechnologyBXBlackstone$19,101,592$24,829 ▲0.1%145,4031.6%FinanceUPSUnited Parcel Service$17,526,598$386,587 ▼-2.2%117,9211.5%TransportationPEPPepsiCo$17,334,740$5,190,621 ▲42.7%99,0501.4%Consumer StaplesCVXChevron$16,449,758$111,049 ▼-0.7%104,2841.4%Oils/EnergyASML HOLDING N V NY REG SHS$16,267,989$22,321 ▲0.1%16,7631.4%COMITWIllinois Tool Works$16,002,396$366,002 ▼-2.2%59,6371.3%Industrial ProductsMCDMcDonald's$15,231,221$2,172,989 ▲16.6%54,0211.3%Retail/WholesaleAAPLApple$14,809,699$27,437 ▼-0.2%86,3641.2%Computer and TechnologyAMTAmerican Tower$14,730,927$7,564,338 ▼-33.9%74,5531.2%FinanceLLYEli Lilly and Company$14,337,025$4,250,773 ▲42.1%18,4291.2%MedicalTDToronto-Dominion Bank$14,218,765$530,559 ▼-3.6%235,4881.2%FinanceUBERUber Technologies$13,870,364$13,870,364 ▲New Holding180,1581.2%Computer and TechnologyINTUIntuit$13,260,0000.0%20,4001.1%Computer and TechnologyUSBU.S. Bancorp$12,581,754$124,713 ▼-1.0%281,4711.0%FinanceABNBAirbnb$12,382,722$11,712 ▲0.1%75,0651.0%Computer and TechnologyDHRDanaher$12,052,736$10,488 ▲0.1%48,2651.0%Multi-Sector ConglomeratesNFLXNetflix$11,731,1860.0%19,3161.0%Consumer DiscretionaryGOOGAlphabet$9,796,713$4,416 ▲0.0%64,3420.8%Computer and TechnologyADSKAutodesk$9,485,538$19,011 ▲0.2%36,4240.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,675,636$8,675,636 ▲New Holding63,7680.7%Computer and TechnologyMSCIMSCI$7,300,982$7,300,982 ▲New Holding13,0270.6%Computer and TechnologySTZConstellation Brands$6,609,203$72,016 ▲1.1%24,3200.6%Consumer StaplesISRGIntuitive Surgical$5,427,624$438,999 ▼-7.5%13,6000.5%MedicalZTSZoetis$5,111,326$48,563 ▼-0.9%30,2070.4%MedicalNKENIKE$4,580,679$7,223,678 ▼-61.2%48,7410.4%Consumer DiscretionaryTMOThermo Fisher Scientific$695,7080.0%1,1970.1%MedicalQQQInvesco QQQ$388,5090.0%8750.0%FinanceSYKStryker$314,9260.0%8800.0%MedicalXLVHealth Care Select Sector SPDR Fund$277,7320.0%1,8800.0%ETFIQVIQVIA$262,500$262,500 ▲New Holding1,0380.0%MedicalTXNTexas Instruments$260,0960.0%1,4930.0%Computer and TechnologyMRKMerck & Co., Inc.$246,0870.0%1,8650.0%MedicalICEIntercontinental Exchange$233,6310.0%1,7000.0%FinanceVOVanguard Mid-Cap ETF$222,3750.0%8900.0%ETFPRFInvesco FTSE RAFI US 1000 ETF$211,585$211,585 ▲New Holding5,5000.0%ETFIYGiShares U.S. Financial Services ETF$206,856$206,856 ▲New Holding3,1200.0%ETFPAASPan American Silver$167,1010.0%11,0810.0%Basic MaterialsMCHPMicrochip Technology$0$29,252,318 ▼-100.0%00.0%Computer and TechnologyAPDAir Products and Chemicals$0$13,112,830 ▼-100.0%00.0%Basic MaterialsVIGVanguard Dividend Appreciation ETF$0$740,558 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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