Puzo Michael J Portfolio Holdings

Puzo Michael J

  • $349 Million
  • Q4 2024

Puzo Michael J has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $349 Million distributed in 274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21M, Alphabet Inc. with a value of $17.9M, Nvidia Corp with a value of $16.9M, Mastercard Inc with a value of $16.1M, and Microsoft Corp with a value of $16.1M.

Examining the 13F form we can see an decrease of $25.9M in the current position value, from $375M to 349M.

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

Portfolio value $349 Million
Technology: $87.8 Million
Industrials: $68.7 Million
Healthcare: $68 Million
Consumer Cyclical: $37.9 Million
Financial Services: $28.1 Million
Consumer Defensive: $27.1 Million
Communication Services: $18.9 Million
Energy: $11.4 Million
Other: $912,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$13.4 Million 3.83% of portfolio
45,634
Q4 2024 Reduced 6.04%
$120B
$11.3 Million 3.23% of portfolio
52,979
Q4 2024 Reduced 4.71%
$152B
$10.4 Million 2.98% of portfolio
45,302
Q4 2024 Reduced 2.17%
$187B
$10.2 Million 2.92% of portfolio
87,898
Q4 2024 Reduced 4.7%
$145B
$9.83 Million 2.82% of portfolio
81,372
Q4 2024 Reduced 4.21%
$33.1B
$9.59 Million 2.75% of portfolio
33,569
Q4 2024 Reduced 1.03%
$169B
$9.38 Million 2.69% of portfolio
77,682
Q4 2024 Reduced 3.6%
$79.5B
$9.33 Million 2.68% of portfolio
74,521
Q4 2024 Reduced 7.52%
$68.1B
$8.71 Million 2.5% of portfolio
85,759
Q4 2024 Reduced 5.11%
$139B
$8.41 Million 2.41% of portfolio
169,510
Q4 2024 Added 0.5%
$23.2B
$7.63 Million 2.19% of portfolio
65,807
Q4 2024 Reduced 0.84%
$55.3B
$6.93 Million 1.99% of portfolio
101,577
Q4 2024 Added 16.1%
$123B
$5.68 Million 1.63% of portfolio
14,109
Q4 2024 Added 15.3%
$20.1B
$5.1 Million 1.46% of portfolio
66,907
Q4 2024 Added 15.96%
$16.2B
$4.87 Million 1.4% of portfolio
88,753
Q4 2024 Added 10.85%
$64.9B
$4.03 Million 1.15% of portfolio
17,749
Q4 2024 Reduced 7.39%
$120B
$1.04 Million 0.3% of portfolio
13,051
Q4 2024 Reduced 63.02%
$181B
$983,000 0.28% of portfolio
2,710
Q2 2024 Reduced 13.97%
$144B
$731,000 0.21% of portfolio
1,726
Q1 2024 Reduced 3.09%
$151B
$513,000 0.15% of portfolio
2,250
Q4 2024 Reduced 4.26%
$96.6B
$404,000 0.12% of portfolio
20,192
Q4 2024 Reduced 23.17%
$92.5B
$433,000 0.12% of portfolio
9,543
Q4 2024 Added 48.11%
$75.9B
$427,000 0.12% of portfolio
1,825
Q4 2024 Reduced 5.19%
$75.2B
$370,000 0.11% of portfolio
4,075
Q4 2024 Reduced 6.54%
$70.1B
$339,000 0.1% of portfolio
3,500
Q3 2020 New
$142B
$310,000 0.09% of portfolio
1,373
Q4 2024 Reduced 5.57%
$37.6B
$262,000 0.08% of portfolio
3,430
Q4 2024 Reduced 33.66%
$177B
$291,000 0.08% of portfolio
1,500
Q2 2024 Reduced 9.09%
$27.7B
$206,000 0.06% of portfolio
1,100
Q4 2024 Reduced 38.89%
$34.6B
$210,000 0.06% of portfolio
1,800
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $349 Million
  • Prior Value $375 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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