Puzo Michael J has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $355 Million distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.7M, Alphabet Inc. with a value of $18.2M, Nvidia Corp with a value of $17.8M, Microsoft Corp with a value of $17.6M, and Mastercard Inc with a value of $13.9M.

Examining the 13F form we can see an increase of $547K in the current position value, from $355M to 355M.

Below you can find more details about Puzo Michael J portfolio as well as his latest detailed transactions.

Portfolio value $355 Million
Technology: $92.7 Million
Healthcare: $74.6 Million
Industrials: $66 Million
Consumer Cyclical: $35.4 Million
Consumer Defensive: $29.3 Million
Financial Services: $24.8 Million
Communication Services: $18.5 Million
Energy: $13.1 Million
Other: $742,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $355 Million
  • Prior Value $355 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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