Puzo Michael J Top Holdings and 13F Report (2024) About Puzo Michael JInvestment ActivityPuzo Michael J has $382.54 million in total holdings as of September 30, 2024.Puzo Michael J owns shares of 92 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 9.56% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Puzo Michael J has purchased 89 new stocks and bought additional shares in 38 stocks.Puzo Michael J sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $20,585,550Microsoft $16,990,395NVIDIA $16,715,488Alphabet $16,494,114Mastercard $15,619,388 Largest New Holdings this Quarter Relx $305,784 HoldingCisco Systems $214,743 HoldingMeta Platforms $214,665 HoldingSalesforce $205,282 HoldingIDEXX Laboratories $202,088 Holding Largest Purchases this Quarter Procter & Gamble 45,540 shares (about $7.89M)Johnson & Johnson 43,345 shares (about $7.02M)McCormick & Company, Incorporated 34,502 shares (about $2.84M)Procter & Gamble 16,291 shares (about $2.82M)Johnson & Johnson 15,762 shares (about $2.55M) Largest Sales this Quarter Medtronic 10,730 shares (about $966.02K)Aptiv 13,330 shares (about $959.89K)NVIDIA 6,375 shares (about $774.18K)Novartis 5,820 shares (about $669.42K)PepsiCo 3,174 shares (about $539.74K) 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$20,585,550$130,014 ▼-0.6%88,3505.4%Computer and TechnologyMSFTMicrosoft$16,990,395$13,770 ▲0.1%39,4854.4%Computer and TechnologyNVDANVIDIA$16,715,488$774,180 ▼-4.4%137,6444.4%Computer and TechnologyGOOGLAlphabet$16,494,114$46,106 ▼-0.3%99,4524.3%Computer and TechnologyMAMastercard$15,619,388$45,430 ▲0.3%31,6314.1%Business ServicesFIFiserv$14,475,838$68,087 ▼-0.5%80,5783.8%Business ServicesADPAutomatic Data Processing$13,439,391$162,994 ▼-1.2%48,5653.5%Business ServicesAMDAdvanced Micro Devices$13,222,715$138,155 ▼-1.0%80,5873.5%Computer and TechnologyDHRDanaher$12,874,827$68,671 ▲0.5%46,3093.4%Multi-Sector ConglomeratesADIAnalog Devices$12,797,221$157,436 ▼-1.2%55,5993.3%Computer and TechnologyATRAptarGroup$12,410,880$75,289 ▲0.6%77,4763.2%Industrial ProductsABTAbbott Laboratories$11,710,765$95,084 ▲0.8%102,7173.1%MedicalAMZNAmazon.com$11,689,412$120,369 ▲1.0%62,7353.1%Retail/WholesaleRTXRTX$11,174,829$158,962 ▼-1.4%92,2322.9%AerospaceHDHome Depot$10,703,359$305,116 ▲2.9%26,4152.8%Retail/WholesaleCNICanadian National Railway$10,588,017$57,872 ▼-0.5%90,3802.8%TransportationTJXTJX Companies$9,984,434$62,061 ▲0.6%84,9452.6%Retail/WholesaleUNHUnitedHealth Group$9,727,320$71,916 ▲0.7%16,6372.5%MedicalROKRockwell Automation$9,105,894$177,721 ▲2.0%33,9192.4%Computer and TechnologyXYLXylem$8,961,536$2,160 ▲0.0%66,3672.3%Business ServicesSBGSYSchneider Electric S.E.$8,892,410$496,167 ▲5.9%168,6662.3%Industrial ProductsNSRGYNestlé$8,584,815$20,848 ▲0.2%85,2372.2%Consumer StaplesBRK.ABerkshire Hathaway$8,294,1600.0%122.2%FinancePGProcter & Gamble$7,980,190$7,887,528 ▲8,512.1%46,0752.1%Consumer StaplesCVXChevron$7,437,575$97,493 ▲1.3%50,5031.9%Oils/EnergyJNJJohnson & Johnson$7,114,920$7,024,491 ▲7,767.9%43,9031.9%MedicalCARRCarrier Global$7,041,988$1,674,675 ▲31.2%87,4891.8%Computer and TechnologyVRTXVertex Pharmaceuticals$5,691,184$1,242,229 ▲27.9%12,2371.5%MedicalBALLBall$5,437,486$1,492,933 ▲37.8%80,0691.4%Industrial ProductsBDXBecton, Dickinson and Company$4,620,680$438,320 ▼-8.7%19,1651.2%MedicalXOMExxon Mobil$4,573,222$1,758 ▼0.0%39,0141.2%Oils/EnergyMDTMedtronic$3,177,519$966,022 ▼-23.3%35,2940.8%MedicalPGProcter & Gamble$2,914,263$2,821,601 ▲3,045.0%16,8260.8%Consumer StaplesMKCMcCormick & Company, Incorporated$2,858,855$2,839,515 ▲14,681.7%34,7370.7%Consumer StaplesPEPPepsiCo$2,728,452$539,739 ▼-16.5%16,0450.7%Consumer StaplesJNJJohnson & Johnson$2,644,819$2,554,390 ▲2,824.7%16,3200.7%MedicalMUNICH RE GROUP$2,480,6250.0%4,4860.6%COMMRKMerck & Co., Inc.$2,237,473$125,143 ▼-5.3%19,7030.6%MedicalABBVAbbVie$2,102,570$23,105 ▼-1.1%10,6470.5%MedicalBRK.BBerkshire Hathaway$1,682,249$98,956 ▼-5.6%3,6550.4%FinanceJNJJohnson & Johnson$1,559,827$1,469,398 ▲1,624.9%9,6250.4%MedicalPGProcter & Gamble$1,299,173$1,206,511 ▲1,302.1%7,5010.3%Consumer StaplesRHHBYRoche$1,077,451$103,670 ▼-8.8%26,9700.3%MedicalWMTWalmart$1,074,136$96,658 ▼-8.3%13,3020.3%Retail/WholesaleEMREmerson Electric$1,073,138$9,296 ▲0.9%9,8120.3%Industrial ProductsCATCaterpillar$1,059,9350.0%2,7100.3%Industrial ProductsMKCMcCormick & Company, Incorporated$1,057,143$1,037,803 ▲5,366.0%12,8450.3%Consumer StaplesNVSNovartis$842,522$669,417 ▼-44.3%7,3250.2%MedicalVVisa$793,2300.0%2,8850.2%Business ServicesDEDeere & Company$720,3120.0%1,7260.2%Industrial ProductsASMLASML$692,859$66,782 ▲10.7%8300.2%Computer and TechnologyINTCIntel$616,576$37,841 ▼-5.8%26,2820.2%Computer and TechnologyPGProcter & Gamble$600,831$508,169 ▲548.4%3,4690.2%Consumer StaplesNVONovo Nordisk A/S$595,3500.0%5,0000.2%MedicalUNPUnion Pacific$579,228$24,648 ▼-4.1%2,3500.2%TransportationMKCMcCormick & Company, Incorporated$561,286$541,946 ▲2,802.1%6,8200.1%Consumer StaplesADBEAdobe$552,470$142,907 ▲34.9%1,0670.1%Computer and TechnologyJNJJohnson & Johnson$537,391$446,962 ▲494.3%3,3160.1%MedicalLLYEli Lilly and Company$531,564$354,376 ▲200.0%6000.1%MedicalSHELShell$504,517$204,445 ▼-28.8%7,6500.1%Oils/EnergyECLEcolab$491,5100.0%1,9250.1%Basic MaterialsAPTVAptiv$486,787$959,892 ▼-66.4%6,7600.1%Business ServicesCLColgate-Palmolive$452,611$54,500 ▼-10.7%4,3600.1%Consumer StaplesSYYSysco$403,5700.0%5,1700.1%Consumer StaplesAXPAmerican Express$352,560$27,120 ▼-7.1%1,3000.1%FinanceDOVDover$345,132$38,348 ▼-10.0%1,8000.1%Industrial ProductsFIDELITY 500 INDEX FUND FUND$329,5130.0%1,6420.1%Equity Mutual FuBMOBank of Montreal$315,7000.0%3,5000.1%FinanceTXNTexas Instruments$309,8550.0%1,5000.1%Computer and TechnologyRELXRelx$305,784$305,784 ▲New Holding6,4430.1%Computer and TechnologyNOVOZYMES A S DKK 2.0$301,761$41,313 ▼-12.0%4,2000.1%COMFIDELITY NASDAQ COMPOSITE INDE$301,7010.0%1,3030.1%Equity Mutual FuGOOGAlphabet$300,942$3,344 ▼-1.1%1,8000.1%Computer and TechnologyHONHoneywell International$300,556$18,604 ▼-5.8%1,4540.1%Multi-Sector ConglomeratesOZKBank OZK$290,397$45,569 ▼-13.6%6,7550.1%FinanceKOCoca-Cola$287,4400.0%4,0000.1%Consumer StaplesWFCWells Fargo & Company$282,4500.0%5,0000.1%FinanceNUENucor$270,6120.0%1,8000.1%Basic MaterialsNKENIKE$250,172$183,872 ▼-42.4%2,8300.1%Consumer DiscretionaryPGProcter & Gamble$246,810$154,148 ▲166.4%1,4250.1%Consumer StaplesCSCOCisco Systems$214,743$214,743 ▲New Holding4,0350.1%Computer and TechnologyMETAMeta Platforms$214,665$214,665 ▲New Holding3750.1%Computer and TechnologyCRMSalesforce$205,282$205,282 ▲New Holding7500.1%Computer and TechnologyIDXXIDEXX Laboratories$202,088$202,088 ▲New Holding4000.1%MedicalPAYXPaychex$201,285$67,095 ▼-25.0%1,5000.1%Business ServicesJNJJohnson & Johnson$170,163$79,734 ▲88.2%1,0500.0%MedicalLLYEli Lilly and Company$159,469$17,719 ▼-10.0%1800.0%MedicalMKCMcCormick & Company, Incorporated$129,622$110,282 ▲570.2%1,5750.0%Consumer StaplesMKCMcCormick & Company, Incorporated$105,344$86,004 ▲444.7%1,2800.0%Consumer StaplesPGProcter & Gamble$93,528$866 ▲0.9%5400.0%Consumer StaplesJNJJohnson & Johnson$88,323$2,107 ▼-2.3%5450.0%MedicalMKCMcCormick & Company, Incorporated$36,212$16,872 ▲87.2%4400.0%Consumer StaplesCVSCVS Health$0$569,043 ▼-100.0%00.0%Retail/WholesaleBMYBristol-Myers Squibb$0$220,108 ▼-100.0%00.0%MedicalShowing 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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