Puzo Michael J Top Holdings and 13F Report (2025) About Puzo Michael JInvestment ActivityPuzo Michael J has $348.96 million in total holdings as of March 31, 2025.Puzo Michael J owns shares of 91 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 7.74% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Puzo Michael J has purchased 91 new stocks and bought additional shares in 37 stocks.Puzo Michael J sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $17,829,486Mastercard $16,166,800Fiserv $15,448,383Microsoft $14,497,187Alphabet $14,434,872 Largest New Holdings this Quarter 90353T100 - Uber Technologies $1,164,084 Holding808513105 - Charles Schwab $377,936 Holding375558103 - Gilead Sciences $235,305 Holding Largest Purchases this Quarter Procter & Gamble 37,244 shares (about $6.35M)McCormick & Company, Incorporated 38,258 shares (about $3.15M)Procter & Gamble 16,934 shares (about $2.89M)McCormick & Company, Incorporated 19,565 shares (about $1.61M)Salesforce 5,548 shares (about $1.49M) Largest Sales this Quarter Becton, Dickinson and Company 11,899 shares (about $2.73M)Nestlé 26,330 shares (about $2.66M)Ball 34,257 shares (about $1.78M)Fiserv 4,565 shares (about $1.01M)Canadian National Railway 9,170 shares (about $893.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPuzo Michael J Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$17,829,486$787,007 ▼-4.2%80,2665.1%Computer and TechnologyMAMastercard$16,166,800$637,464 ▼-3.8%29,4954.6%Business ServicesFIFiserv$15,448,383$1,008,089 ▼-6.1%69,9564.4%Business ServicesMSFTMicrosoft$14,497,187$158,039 ▲1.1%38,6194.2%Computer and TechnologyGOOGLAlphabet$14,434,872$185,568 ▼-1.3%93,3454.1%Computer and TechnologyADPAutomatic Data Processing$13,783,680$158,876 ▼-1.1%45,1143.9%Business ServicesNVDANVIDIA$13,510,325$110,222 ▼-0.8%124,6573.9%Computer and TechnologyABTAbbott Laboratories$13,124,920$49,744 ▲0.4%98,9443.8%MedicalJNJJohnson & Johnson$11,750,593$79,106 ▼-0.7%70,8553.4%MedicalRTXRTX$11,570,514$72,456 ▼-0.6%87,3513.3%AerospaceAMZNAmazon.com$11,522,715$64,308 ▲0.6%60,5633.3%Retail/WholesaleATRAptarGroup$11,013,950$70,332 ▲0.6%74,2283.2%IndustrialsADIAnalog Devices$10,735,499$51,224 ▲0.5%53,2333.1%Computer and TechnologyTJXTJX Companies$9,982,119$71,009 ▲0.7%81,9552.9%Retail/WholesaleDHRDanaher$9,738,935$452,025 ▲4.9%47,5072.8%MedicalHDHome Depot$9,442,615$8,796 ▲0.1%25,7652.7%Retail/WholesaleBRK.ABerkshire Hathaway$8,782,858$798,442 ▼-8.3%112.5%FinanceROKRockwell Automation$8,628,082$45,475 ▼-0.5%33,3932.5%Computer and TechnologyUNHUnitedHealth Group$8,371,096$78,562 ▲0.9%15,9832.4%MedicalSBGSYSchneider Electric S.E.$8,069,062$285,163 ▲3.7%175,7202.3%IndustrialsCVXChevron$8,033,432$103,051 ▲1.3%48,0212.3%EnergyAMDAdvanced Micro Devices$8,027,282$46,233 ▲0.6%78,1322.3%Computer and TechnologyXYLXylem$7,913,507$52,204 ▲0.7%66,2442.3%Business ServicesCNICanadian National Railway$7,464,364$893,708 ▼-10.7%76,5892.1%TransportationVRTXVertex Pharmaceuticals$7,410,473$570,148 ▲8.3%15,2852.1%MedicalCARRCarrier Global$7,316,360$876,378 ▲13.6%115,4002.1%Computer and TechnologyPGProcter & Gamble$6,434,889$6,347,123 ▲7,231.8%37,7591.8%Consumer StaplesNSRGYNestlé$5,036,647$2,663,806 ▼-34.6%49,7841.4%Consumer StaplesXOMExxon Mobil$4,635,772$1,189 ▼0.0%38,9791.3%EnergyMKCMcCormick & Company, Incorporated$3,195,521$3,149,016 ▲6,771.3%38,8230.9%Consumer StaplesCRMSalesforce$2,985,237$1,488,861 ▲99.5%11,1240.9%Computer and TechnologyPGProcter & Gamble$2,973,659$2,885,893 ▲3,288.2%17,4490.9%Consumer StaplesBALLBall$2,837,606$1,783,762 ▼-38.6%54,4960.8%IndustrialsMUNICH RE GROUP$2,830,4280.0%4,4860.8%COMABBVAbbVie$2,092,476$52,380 ▼-2.4%9,9870.6%MedicalBRK.BBerkshire Hathaway$1,872,018$71,366 ▲4.0%3,5150.5%FinanceNVONovo Nordisk A/S$1,704,753$1,322,833 ▲346.4%24,5500.5%MedicalMKCMcCormick & Company, Incorporated$1,656,900$1,610,395 ▲3,462.8%20,1300.5%Consumer StaplesMRKMerck & Co., Inc.$1,611,910$21,991 ▼-1.3%17,9580.5%MedicalBDXBecton, Dickinson and Company$1,340,001$2,725,585 ▼-67.0%5,8500.4%MedicalPEPPepsiCo$1,281,987$395,392 ▼-23.6%8,5500.4%Consumer StaplesPGProcter & Gamble$1,274,060$1,186,294 ▲1,351.7%7,4760.4%Consumer StaplesUBERUber Technologies$1,164,084$1,164,084 ▲New Holding15,9770.3%Computer and TechnologyWMTWalmart$1,053,4800.0%12,0000.3%Retail/WholesaleEMREmerson Electric$1,022,613$17,542 ▼-1.7%9,3270.3%IndustrialsRHHBYRoche$985,542$11,316 ▼-1.1%23,9500.3%MedicalLLYEli Lilly and Company$872,987$724,323 ▲487.2%1,0570.3%MedicalCATCaterpillar$821,202$72,556 ▼-8.1%2,4900.2%IndustrialsDEDeere & Company$810,0980.0%1,7260.2%IndustrialsVVisa$783,278$26,284 ▼-3.2%2,2350.2%Business ServicesAXPAmerican Express$781,051$431,287 ▲123.3%2,9030.2%FinanceMKCMcCormick & Company, Incorporated$723,093$676,588 ▲1,454.9%8,7850.2%Consumer StaplesLLYEli Lilly and Company$688,809$540,145 ▲363.3%8340.2%MedicalPGProcter & Gamble$651,856$564,090 ▲642.7%3,8250.2%Consumer StaplesPGProcter & Gamble$591,187$503,421 ▲573.6%3,4690.2%Consumer StaplesASMLASML$543,357$6,626 ▼-1.2%8200.2%Computer and TechnologyUNPUnion Pacific$531,5400.0%2,2500.2%TransportationRELXRelx$521,391$40,328 ▲8.4%10,3430.1%Computer and TechnologyECLEcolab$462,6740.0%1,8250.1%Basic MaterialsADBEAdobe$403,0900.0%1,0510.1%Computer and TechnologySHELShell$399,3760.0%5,4500.1%EnergySCHWCharles Schwab$377,936$377,936 ▲New Holding4,8280.1%FinanceMKCMcCormick & Company, Incorporated$366,279$319,774 ▲687.6%4,4500.1%Consumer StaplesWFCWells Fargo & Company$358,9500.0%5,0000.1%FinanceBMOBank of Montreal$334,2850.0%3,5000.1%FinanceFIDELITY 500 INDEX FUND FUND$320,8620.0%1,6420.1%Equity Mutual FuCLColgate-Palmolive$309,678$72,149 ▼-18.9%3,3050.1%Consumer StaplesINTCIntel$299,363$159,197 ▼-34.7%13,1820.1%Computer and TechnologyHONHoneywell International$290,7330.0%1,3730.1%Multi-Sector ConglomeratesKOCoca-Cola$286,4800.0%4,0000.1%Consumer StaplesFIDELITY NASDAQ COMPOSITE INDE$286,0320.0%1,3030.1%Equity Mutual FuNVSNovartis$271,454$72,462 ▼-21.1%2,4350.1%MedicalTXNTexas Instruments$269,5500.0%1,5000.1%Computer and TechnologyGOOGAlphabet$265,591$7,812 ▼-2.9%1,7000.1%Computer and TechnologySYYSysco$253,260$4,127 ▼-1.6%3,3750.1%Consumer StaplesPGProcter & Gamble$242,848$155,082 ▲176.7%1,4250.1%Consumer StaplesLLYEli Lilly and Company$235,384$86,720 ▲58.3%2850.1%MedicalGILDGilead Sciences$235,305$235,305 ▲New Holding2,1000.1%MedicalOZKBank OZK$234,413$32,588 ▼-12.2%5,3950.1%FinanceCSCOCisco Systems$232,029$16,970 ▼-6.8%3,7600.1%Computer and TechnologyNUENucor$216,6120.0%1,8000.1%Basic MaterialsMETAMeta Platforms$216,1350.0%3750.1%Computer and TechnologyJPMJPMorgan Chase & Co.$208,5050.0%8500.1%FinanceLLYEli Lilly and Company$181,700$33,036 ▲22.2%2200.1%MedicalMKCMcCormick & Company, Incorporated$133,754$87,249 ▲187.6%1,6250.0%Consumer StaplesMKCMcCormick & Company, Incorporated$129,638$83,133 ▲178.8%1,5750.0%Consumer StaplesPGProcter & Gamble$87,7660.0%5150.0%Consumer StaplesLLYEli Lilly and Company$70,202$78,461 ▼-52.8%850.0%MedicalMKCMcCormick & Company, Incorporated$50,621$4,116 ▲8.8%6150.0%Consumer StaplesLLYEli Lilly and Company$37,166$111,498 ▼-75.0%450.0%MedicalLLYEli Lilly and Company$13,215$135,454 ▼-91.1%160.0%MedicalMDTMedtronic$0$1,042,514 ▼-100.0%00.0%MedicalSPYSPDR S&P 500 ETF Trust$0$216,850 ▼-100.0%00.0%FinanceDOVDover$0$206,360 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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