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First Long Island Investors, LLC Top Holdings and 13F Report (2025)

About First Long Island Investors, LLC

Investment Activity

  • First Long Island Investors, LLC has $1.21 billion in total holdings as of March 31, 2025.
  • First Long Island Investors, LLC owns shares of 65 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 6.83% of the portfolio was purchased this quarter.
  • About 7.83% of the portfolio was sold this quarter.
  • This quarter, First Long Island Investors, LLC has purchased 66 new stocks and bought additional shares in 9 stocks.
  • First Long Island Investors, LLC sold shares of 46 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft
$60,129,595
UnitedHealth Group
$55,592,920
Amazon.com
$54,928,062

Largest New Holdings this Quarter

98138H101 - Workday
$4,086,775 Holding

Largest Purchases this Quarter

Zoetis
137,555 shares (about $22.65M)
Amphenol
245,014 shares (about $16.07M)
Eaton
53,153 shares (about $14.45M)
Broadcom
75,207 shares (about $12.59M)
Meta Platforms
10,531 shares (about $6.07M)

Largest Sales this Quarter

United Parcel Service
111,526 shares (about $12.27M)
Constellation Brands
46,472 shares (about $8.53M)
Philip Morris International
39,176 shares (about $6.22M)
BlackRock
5,272 shares (about $4.99M)
Microsoft
11,917 shares (about $4.47M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Long Island Investors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$60,896,101$908,341 -1.5%199,3135.0%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$60,129,595$4,473,523 -6.9%160,1795.0%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$56,618,204$806,512 -1.4%426,8244.7%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$55,592,920$804,480 -1.4%106,1444.6%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$54,928,062$1,093,995 -2.0%288,7004.5%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$41,829,803$1,245,936 3.1%385,9553.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$37,331,357$1,200,383 -3.1%68,1083.1%Business Services
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$36,907,436$3,530,393 -8.7%60,7183.0%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$36,859,902$555,087 -1.5%158,0413.0%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$35,626,362$3,585,206 -9.1%101,6562.9%Business Services
Apple Inc. stock logo
AAPL
Apple
$32,966,091$1,910,540 -5.5%148,4092.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$30,577,276$3,906,516 -11.3%197,7322.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,360,938$728,296 -2.4%119,6942.4%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$28,656,099$567,282 -1.9%186,5512.4%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$28,270,076$22,648,431 402.9%171,6982.3%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$27,032,437$6,069,647 29.0%46,9022.2%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$26,006,641$6,218,407 -19.3%163,8422.1%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$25,318,606$3,965,585 -13.5%120,8412.1%Medical
Accenture plc stock logo
ACN
Accenture
$23,398,319$452,146 -1.9%74,9851.9%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$22,885,620$108,050 -0.5%163,7261.9%Finance
Amgen Inc. stock logo
AMGN
Amgen
$22,385,179$3,411,472 -13.2%71,8511.8%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$22,316,088$2,755,236 14.1%27,0201.8%Medical
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$21,232,514$2,975,916 -12.3%134,2981.7%Retail/Wholesale
BlackRock, Inc. stock logo
BLK
BlackRock
$20,931,405$4,989,843 -19.3%22,1151.7%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$20,054,460$2,420,778 13.7%120,8101.7%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$19,941,905$3,680,678 -15.6%257,1491.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$19,393,330$453,407 -2.3%116,9401.6%Medical
Adobe Inc. stock logo
ADBE
Adobe
$18,729,304$516,615 2.8%48,8341.5%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$17,029,129$509,146 -2.9%250,9821.4%Consumer Staples
Amphenol Co. stock logo
APH
Amphenol
$16,460,466$16,070,468 4,120.7%250,9601.4%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$16,395,926$633,862 -3.7%98,0091.4%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$16,389,642$367,653 -2.2%109,3081.4%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$16,212,003$377,343 -2.3%51,9001.3%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$15,475,040$3,278,986 -17.5%42,2251.3%Retail/Wholesale
Canadian National Railway stock logo
CNI
Canadian National Railway
$15,302,195$391,204 -2.5%157,0101.3%Transportation
Eaton Co. plc stock logo
ETN
Eaton
$14,707,090$14,448,580 5,589.2%54,1041.2%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$14,019,995$311,626 -2.2%332,0701.2%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$13,995,700$362,839 -2.5%56,4321.2%Industrials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$13,534,765$105,938 -0.8%185,7641.1%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$13,508,346$69,474 -0.5%31,4991.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$12,744,269$12,591,908 8,264.5%76,1171.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$11,813,403$99,095 -0.8%119,6901.0%Consumer Discretionary
Paychex, Inc. stock logo
PAYX
Paychex
$10,658,588$214,912 -2.0%69,0860.9%Business Services
Airbnb, Inc. stock logo
ABNB
Airbnb
$10,574,480$50,532 -0.5%88,5190.9%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$10,552,509$932,530 -8.1%11,3160.9%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$10,054,025$47,494 -0.5%64,3540.8%Computer and Technology
MSCI Inc. stock logo
MSCI
MSCI
$9,850,444$87,652 -0.9%17,4190.8%Finance
Intuit Inc. stock logo
INTU
Intuit
$9,396,5030.0%15,3040.8%Computer and Technology
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$9,325,569$8,528,542 -47.8%50,8150.8%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,745,132$990,540 -14.7%11,6000.5%Medical
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$5,334,317$69,178 -1.3%20,9740.4%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$4,086,775$4,086,775 New Holding17,5000.3%Computer and Technology
Comcast Co. stock logo
CMCSA
Comcast
$498,519$1,587,106 -76.1%13,5100.0%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$483,170$112,458 -18.9%9710.0%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$410,3050.0%8750.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$368,4650.0%4,1050.0%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$362,197$12,266,742 -97.1%3,2930.0%Transportation
Stryker Co. stock logo
SYK
Stryker
$327,5800.0%8800.0%Medical
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$293,2500.0%1,7000.0%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$282,3130.0%3,8410.0%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$274,4990.0%1,8800.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$230,1720.0%8900.0%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$228,399$39,893 -14.9%1,2710.0%Computer and Technology
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$222,2550.0%5,5000.0%ETF
Autodesk, Inc. stock logo
ADSK
Autodesk
$220,174$12,305 -5.3%8410.0%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$0$13,015,026 -100.0%00.0%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$0$271,987 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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