Puzo Michael J Top Holdings and 13F Report (2025) About Puzo Michael JInvestment ActivityPuzo Michael J has $357.70 million in total holdings as of December 31, 2024.Puzo Michael J owns shares of 85 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 8.79% of the portfolio was purchased this quarter.About 5.35% of the portfolio was sold this quarter.This quarter, Puzo Michael J has purchased 87 new stocks and bought additional shares in 20 stocks.Puzo Michael J sold shares of 46 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $20,987,450Alphabet $17,897,368NVIDIA $16,876,762Mastercard $16,143,582Microsoft $16,100,456 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $216,850 HoldingJPMorgan Chase & Co. $203,753 HoldingSPDR S&P 500 ETF Trust $58,608 Holding Largest Purchases this Quarter Johnson & Johnson 70,787 shares (about $10.24M)Procter & Gamble 41,562 shares (about $6.97M)McCormick & Company, Incorporated 38,247 shares (about $2.92M)Procter & Gamble 16,631 shares (about $2.79M)Salesforce 4,826 shares (about $1.61M) Largest Sales this Quarter Medtronic 22,243 shares (about $1.78M)NVIDIA 11,970 shares (about $1.61M)Fiserv 6,057 shares (about $1.24M)Apple 4,541 shares (about $1.14M)Alphabet 4,907 shares (about $928.90K) 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$20,987,450$1,137,157 ▼-5.1%83,8095.9%Computer and TechnologyGOOGLAlphabet$17,897,368$928,895 ▼-4.9%94,5455.0%Computer and TechnologyNVDANVIDIA$16,876,762$1,607,451 ▼-8.7%125,6744.7%Computer and TechnologyMAMastercard$16,143,582$512,353 ▼-3.1%30,6584.5%Business ServicesMSFTMicrosoft$16,100,456$542,470 ▼-3.3%38,1984.5%Computer and TechnologyFIFiserv$15,308,104$1,244,229 ▼-7.5%74,5214.3%Business ServicesADPAutomatic Data Processing$13,358,441$857,992 ▼-6.0%45,6343.7%Business ServicesAMZNAmazon.com$13,212,761$550,669 ▼-4.0%60,2253.7%Retail/WholesaleATRAptarGroup$11,586,753$584,726 ▼-4.8%73,7543.2%IndustrialsADIAnalog Devices$11,255,918$556,645 ▼-4.7%52,9793.1%Computer and TechnologyABTAbbott Laboratories$11,149,139$469,180 ▼-4.0%98,5693.1%MedicalDHRDanaher$10,399,073$231,157 ▼-2.2%45,3022.9%MedicalJNJJohnson & Johnson$10,316,033$10,237,215 ▲12,988.4%71,3322.9%MedicalRTXRTX$10,171,556$501,530 ▼-4.7%87,8982.8%AerospaceHDHome Depot$10,012,991$262,179 ▼-2.6%25,7412.8%Retail/WholesaleTJXTJX Companies$9,830,552$431,654 ▼-4.2%81,3722.7%Retail/WholesaleROKRockwell Automation$9,593,685$100,027 ▼-1.0%33,5692.7%Computer and TechnologyAMDAdvanced Micro Devices$9,383,209$350,895 ▼-3.6%77,6822.6%Computer and TechnologyCNICanadian National Railway$8,705,396$469,078 ▼-5.1%85,7592.4%TransportationSBGSYSchneider Electric S.E.$8,414,476$41,896 ▲0.5%169,5102.4%IndustrialsBRK.ABerkshire Hathaway$8,171,0400.0%122.3%FinanceUNHUnitedHealth Group$8,009,281$406,711 ▼-4.8%15,8332.2%MedicalXYLXylem$7,634,928$64,971 ▼-0.8%65,8072.1%Business ServicesPGProcter & Gamble$7,058,400$6,967,869 ▲7,696.7%42,1022.0%Consumer StaplesCARRCarrier Global$6,933,646$961,647 ▲16.1%101,5771.9%Computer and TechnologyCVXChevron$6,866,140$448,714 ▼-6.1%47,4051.9%EnergyNSRGYNestlé$6,218,513$745,349 ▼-10.7%76,1141.7%Consumer StaplesVRTXVertex Pharmaceuticals$5,681,693$753,854 ▲15.3%14,1091.6%MedicalBALLBall$4,892,953$478,749 ▲10.8%88,7531.4%IndustrialsXOMExxon Mobil$4,194,047$2,689 ▼-0.1%38,9891.2%EnergyBDXBecton, Dickinson and Company$4,026,716$321,248 ▼-7.4%17,7491.1%MedicalMKCMcCormick & Company, Incorporated$2,949,497$2,915,951 ▲8,692.5%38,6870.8%Consumer StaplesPGProcter & Gamble$2,878,718$2,788,187 ▲3,079.8%17,1710.8%Consumer StaplesMUNICH RE GROUP$2,244,5250.0%4,4860.6%COMCRMSalesforce$1,864,224$1,613,477 ▲643.5%5,5760.5%Computer and TechnologyABBVAbbVie$1,819,114$72,857 ▼-3.9%10,2370.5%MedicalMRKMerck & Co., Inc.$1,810,834$149,220 ▼-7.6%18,2030.5%MedicalPEPPepsiCo$1,701,095$738,707 ▼-30.3%11,1870.5%Consumer StaplesBRK.BBerkshire Hathaway$1,532,539$124,199 ▼-7.5%3,3810.4%FinanceMKCMcCormick & Company, Incorporated$1,291,887$1,258,341 ▲3,751.1%16,9450.4%Consumer StaplesPGProcter & Gamble$1,253,351$1,162,820 ▲1,284.4%7,4760.4%Consumer StaplesEMREmerson Electric$1,175,723$40,277 ▼-3.3%9,4870.3%IndustrialsWMTWalmart$1,084,200$117,636 ▼-9.8%12,0000.3%Retail/WholesaleMDTMedtronic$1,042,514$1,776,771 ▼-63.0%13,0510.3%MedicalCATCaterpillar$983,0800.0%2,7100.3%IndustrialsRHHBYRoche$844,968$95,746 ▼-10.2%24,2250.2%MedicalDEDeere & Company$731,3060.0%1,7260.2%IndustrialsVVisa$730,052$181,723 ▼-19.9%2,3100.2%Business ServicesMKCMcCormick & Company, Incorporated$585,904$552,358 ▲1,646.6%7,6850.2%Consumer StaplesPGProcter & Gamble$581,578$491,047 ▲542.4%3,4690.2%Consumer StaplesASMLASML$575,2560.0%8300.2%Computer and TechnologyUNPUnion Pacific$513,090$22,804 ▼-4.3%2,2500.1%TransportationNVONovo Nordisk A/S$473,110$43,010 ▲10.0%5,5000.1%MedicalADBEAdobe$467,358$7,115 ▼-1.5%1,0510.1%Computer and TechnologyRELXRelx$433,442$140,802 ▲48.1%9,5430.1%Computer and TechnologyECLEcolab$427,634$23,432 ▼-5.2%1,8250.1%Basic MaterialsINTCIntel$404,849$122,104 ▼-23.2%20,1920.1%Computer and TechnologyAXPAmerican Express$385,8270.0%1,3000.1%FinanceCLColgate-Palmolive$370,458$25,909 ▼-6.5%4,0750.1%Consumer StaplesLLYEli Lilly and Company$366,700$227,740 ▲163.9%4750.1%MedicalWFCWells Fargo & Company$351,2000.0%5,0000.1%FinanceSHELShell$341,442$137,830 ▼-28.8%5,4500.1%EnergyBMOBank of Montreal$339,6750.0%3,5000.1%FinanceFIDELITY 500 INDEX FUND FUND$335,1930.0%1,6420.1%Equity Mutual FuGOOGAlphabet$333,270$9,522 ▼-2.8%1,7500.1%Computer and TechnologyFIDELITY NASDAQ COMPOSITE INDE$318,8160.0%1,3030.1%Equity Mutual FuHONHoneywell International$310,147$18,297 ▼-5.6%1,3730.1%Multi-Sector ConglomeratesNVSNovartis$300,201$412,594 ▼-57.9%3,0850.1%MedicalTXNTexas Instruments$281,2650.0%1,5000.1%Computer and TechnologyOZKBank OZK$273,637$27,163 ▼-9.0%6,1450.1%FinanceSYYSysco$262,258$133,041 ▼-33.7%3,4300.1%Consumer StaplesKOCoca-Cola$249,0400.0%4,0000.1%Consumer StaplesPGProcter & Gamble$238,901$148,370 ▲163.9%1,4250.1%Consumer StaplesCSCOCisco Systems$238,8720.0%4,0350.1%Computer and TechnologyMETAMeta Platforms$219,5660.0%3750.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$216,850$216,850 ▲New Holding3700.1%FinanceNUENucor$210,0780.0%1,8000.1%Basic MaterialsDOVDover$206,360$131,320 ▼-38.9%1,1000.1%IndustrialsJPMJPMorgan Chase & Co.$203,753$203,753 ▲New Holding8500.1%FinanceLLYEli Lilly and Company$138,9600.0%1800.0%MedicalMKCMcCormick & Company, Incorporated$120,078$86,532 ▲258.0%1,5750.0%Consumer StaplesMKCMcCormick & Company, Incorporated$110,548$77,002 ▲229.5%1,4500.0%Consumer StaplesPGProcter & Gamble$86,340$4,191 ▼-4.6%5150.0%Consumer StaplesSPYSPDR S&P 500 ETF Trust$58,608$58,608 ▲New Holding1000.0%FinanceMKCMcCormick & Company, Incorporated$43,076$9,530 ▲28.4%5650.0%Consumer StaplesAPTVAptiv$0$486,787 ▼-100.0%00.0%Business ServicesNOVOZYMES A S DKK 2.0$0$301,761 ▼-100.0%00.0%COMNKENIKE$0$250,172 ▼-100.0%00.0%Consumer DiscretionaryIDXXIDEXX Laboratories$0$202,088 ▼-100.0%00.0%MedicalPAYXPaychex$0$201,285 ▼-100.0%00.0%Business ServicesShowing 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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