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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$21 Million 6.02% of portfolio
83,809
Q4 2024 Reduced 5.14%
$1.05T
$17.9 Million 5.13% of portfolio
94,545
Q4 2024 Reduced 4.93%
$327B
$16.9 Million 4.84% of portfolio
125,674
Q4 2024 Reduced 8.7%
$535B
$16.1 Million 4.63% of portfolio
30,658
Q4 2024 Reduced 3.08%
$2.98T
$16.1 Million 4.62% of portfolio
38,198
Q4 2024 Reduced 3.26%
$2.18T
$13.2 Million 3.79% of portfolio
60,225
Q4 2024 Reduced 4.0%
$406B
$12.1 Million 3.47% of portfolio
72,158
Q4 2024 Reduced 4.85%
$238B
$11.1 Million 3.2% of portfolio
98,569
Q4 2024 Reduced 4.04%
$426B
$10.3 Million 2.96% of portfolio
71,332
Q4 2024 Reduced 4.58%
$400B
$10 Million 2.87% of portfolio
25,741
Q4 2024 Reduced 2.55%
$445B
$8.17 Million 2.34% of portfolio
12
Q1 2024 Reduced 7.69%
$434B
$8.01 Million 2.3% of portfolio
15,833
Q4 2024 Reduced 4.83%
$304B
$6.87 Million 1.97% of portfolio
47,405
Q4 2024 Reduced 6.13%
$268B
$6.22 Million 1.78% of portfolio
76,114
Q4 2024 Reduced 10.7%
$456B
$4.19 Million 1.2% of portfolio
38,989
Q4 2024 Reduced 0.06%
$307B
$1.86 Million 0.53% of portfolio
5,576
Q4 2024 Added 643.47%
$226B
$1.81 Million 0.52% of portfolio
18,203
Q4 2024 Reduced 7.61%
$209B
$1.7 Million 0.49% of portfolio
11,187
Q4 2024 Reduced 30.28%
$650B
$1.53 Million 0.44% of portfolio
3,381
Q4 2024 Reduced 7.5%
$261B
$1.08 Million 0.31% of portfolio
12,000
Q4 2024 Reduced 9.79%
$269B
$844,000 0.24% of portfolio
24,225
Q4 2024 Reduced 10.18%
$573B
$730,000 0.21% of portfolio
2,310
Q4 2024 Reduced 19.93%
$297B
$575,000 0.16% of portfolio
830
Q3 2024 Added 10.67%
$202B
$473,000 0.14% of portfolio
5,500
Q4 2024 Added 10.0%
$869B
$505,000 0.14% of portfolio
655
Q4 2024 Reduced 16.03%
$205B
$467,000 0.13% of portfolio
1,051
Q4 2024 Reduced 1.5%
$221B
$385,000 0.11% of portfolio
1,300
Q3 2024 Reduced 7.14%
$290B
$351,000 0.1% of portfolio
5,000
Q2 2023 New
$238B
$341,000 0.1% of portfolio
5,450
Q4 2024 Reduced 28.76%
$1.06T
$333,000 0.1% of portfolio
1,750
Q4 2024 Reduced 2.78%
$232B
$300,000 0.09% of portfolio
3,085
Q4 2024 Reduced 57.88%
$263B
$238,000 0.07% of portfolio
4,035
Q3 2024 New
$306B
$249,000 0.07% of portfolio
4,000
Q4 2023 Reduced 1.23%
$759B
$203,000 0.06% of portfolio
850
Q4 2024 New
$1.48T
$221,000 0.06% of portfolio
375
Q3 2024 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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