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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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