Puzo Michael J Top Holdings and 13F Report (2025) About Puzo Michael JInvestment ActivityPuzo Michael J has $350.97 million in total holdings as of March 31, 2025.Puzo Michael J owns shares of 89 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.97% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Puzo Michael J has purchased 91 new stocks and bought additional shares in 29 stocks.Puzo Michael J sold shares of 41 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $18,686,583Microsoft $18,431,029Apple $15,919,344Alphabet $15,861,580Mastercard $15,630,923 Largest New Holdings this Quarter 038222105 - Applied Materials $1,701,819 Holding45168D104 - IDEXX Laboratories $214,536 Holding Largest Purchases this Quarter Procter & Gamble 37,089 shares (about $5.91M)McCormick & Company, Incorporated 39,587 shares (about $3.00M)Procter & Gamble 15,084 shares (about $2.40M)Applied Materials 9,296 shares (about $1.70M)Eli Lilly and Company 2,182 shares (about $1.70M) Largest Sales this Quarter Nestle 26,114 shares (about $2.59M)Rockwell Automation 5,432 shares (about $1.80M)Advanced Micro Devices 10,766 shares (about $1.53M)Automatic Data Processing 3,367 shares (about $1.04M)NVIDIA 6,380 shares (about $1.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPuzo Michael J Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,686,583$1,007,976 ▼-5.1%118,2775.3%Computer and TechnologyMSFTMicrosoft$18,431,029$778,447 ▼-4.1%37,0545.3%Computer and TechnologyAAPLApple$15,919,344$548,830 ▼-3.3%77,5914.5%Computer and TechnologyGOOGLAlphabet$15,861,580$588,608 ▼-3.6%90,0054.5%Computer and TechnologyMAMastercard$15,630,923$943,497 ▼-5.7%27,8164.5%Business ServicesADPAutomatic Data Processing$12,874,775$1,038,383 ▼-7.5%41,7473.7%Computer and TechnologyAMZNAmazon.com$12,807,110$479,806 ▼-3.6%58,3763.6%Retail/WholesaleABTAbbott Laboratories$12,505,847$951,526 ▼-7.1%91,9483.6%MedicalADIAnalog Devices$12,350,381$320,137 ▼-2.5%51,8883.5%Computer and TechnologyRTXRTX$11,964,003$790,990 ▼-6.2%81,9343.4%AerospaceFIFiserv$11,546,816$514,299 ▼-4.3%66,9733.3%Business ServicesATRAptarGroup$11,089,323$522,163 ▼-4.5%70,8903.2%IndustrialsJNJJohnson & Johnson$10,320,399$502,700 ▼-4.6%67,5642.9%MedicalTJXTJX Companies$9,797,326$323,297 ▼-3.2%79,3372.8%Retail/WholesaleAMDAdvanced Micro Devices$9,559,234$1,527,695 ▼-13.8%67,3662.7%Computer and TechnologyHDHome Depot$9,299,091$147,389 ▼-1.6%25,3632.6%Retail/WholesaleROKRockwell Automation$9,287,806$1,804,348 ▼-16.3%27,9612.6%Computer and TechnologySBGSYSchneider Electric$9,181,359$198,574 ▼-2.1%172,0002.6%IndustrialsDHRDanaher$9,179,486$205,047 ▼-2.2%46,4692.6%MedicalCARRCarrier Global$8,447,956$1,830 ▲0.0%115,4252.4%ConstructionXYLXylem$8,331,302$238,022 ▼-2.8%64,4042.4%Business ServicesBRK.ABerkshire Hathaway$8,016,8000.0%112.3%FinanceCNICanadian National Railway$7,310,995$657,325 ▼-8.2%70,2712.1%TransportationVRTXVertex Pharmaceuticals$6,829,368$24,486 ▲0.4%15,3401.9%MedicalCVXChevron$6,624,541$251,585 ▼-3.7%46,2641.9%EnergyPGProcter & Gamble$5,991,069$5,909,019 ▲7,201.7%37,6041.7%Consumer StaplesUNHUnitedHealth Group$5,195,237$209,020 ▲4.2%16,6531.5%MedicalXOMExxon Mobil$4,076,349$125,587 ▼-3.0%37,8141.2%EnergyCRMSalesforce$3,666,589$633,186 ▲20.9%13,4461.0%Computer and TechnologyUBERUber Technologies$3,078,619$1,587,965 ▲106.5%32,9970.9%Computer and TechnologyMKCMcCormick & Company, Incorporated$3,048,116$3,001,487 ▲6,436.9%40,2020.9%Consumer StaplesNVONovo Nordisk A/S$3,032,256$1,337,815 ▲79.0%43,9330.9%MedicalMUNICH RE GROUP$2,894,8290.0%4,4860.8%COMPGProcter & Gamble$2,485,233$2,403,183 ▲2,928.9%15,5990.7%Consumer StaplesAXPAmerican Express$2,478,156$1,552,157 ▲167.6%7,7690.7%FinanceNSRGYNestle$2,350,904$2,593,642 ▼-52.5%23,6700.7%Consumer StaplesABBVAbbVie$1,753,552$100,235 ▼-5.4%9,4470.5%MedicalLLYEli Lilly and Company$1,713,407$1,700,935 ▲13,637.5%2,1980.5%MedicalAMATApplied Materials$1,701,819$1,701,819 ▲New Holding9,2960.5%Computer and TechnologySCHWCharles Schwab$1,622,064$1,181,557 ▲268.2%17,7780.5%FinanceMKCMcCormick & Company, Incorporated$1,424,279$1,377,650 ▲2,954.5%18,7850.4%Consumer StaplesMRKMerck & Co., Inc.$1,421,5550.0%17,9580.4%MedicalBRK.BBerkshire Hathaway$1,360,156$347,326 ▼-20.3%2,8000.4%FinancePGProcter & Gamble$1,191,076$1,109,026 ▲1,351.7%7,4760.3%Consumer StaplesEMREmerson Electric$1,150,238$93,331 ▼-7.5%8,6270.3%IndustrialsWMTWalmart$1,114,692$58,668 ▼-5.0%11,4000.3%Retail/WholesalePEPPepsiCo$1,035,854$93,088 ▼-8.2%7,8450.3%Consumer StaplesLLYEli Lilly and Company$1,018,846$1,006,374 ▲8,068.8%1,3070.3%MedicalRHHBYRoche$976,2020.0%23,9500.3%MedicalCATCaterpillar$927,822$38,821 ▼-4.0%2,3900.3%IndustrialsDEDeere & Company$757,650$120,004 ▼-13.7%1,4900.2%IndustrialsMKCMcCormick & Company, Incorporated$666,079$619,450 ▲1,328.5%8,7850.2%Consumer StaplesASMLASML$641,112$16,028 ▼-2.4%8000.2%Computer and TechnologyPGProcter & Gamble$609,399$527,349 ▲642.7%3,8250.2%Consumer StaplesRELXRelx$584,046$22,008 ▲3.9%10,7480.2%Computer and TechnologyPGProcter & Gamble$552,681$470,631 ▲573.6%3,4690.2%Consumer StaplesUNPUnion Pacific$517,6800.0%2,2500.1%TransportationVVisa$472,215$321,319 ▼-40.5%1,3300.1%Business ServicesECLEcolab$451,312$40,416 ▼-8.2%1,6750.1%Basic MaterialsWFCWells Fargo & Company$400,6000.0%5,0000.1%FinanceBMOBank Of Montreal$387,2050.0%3,5000.1%FinanceSHELShell$383,7340.0%5,4500.1%EnergyFIDELITY 500 INDEX FUND FUND$354,7600.0%1,6420.1%Equity Mutual FuMKCMcCormick & Company, Incorporated$337,399$290,770 ▲623.6%4,4500.1%Consumer StaplesFIDELITY NASDAQ COMPOSITE INDE$337,3120.0%1,3030.1%Equity Mutual FuLLYEli Lilly and Company$328,962$316,490 ▲2,537.5%4220.1%MedicalGOOGAlphabet$301,5630.0%1,7000.1%Computer and TechnologyTXNTexas Instruments$280,287$31,143 ▼-10.0%1,3500.1%Computer and TechnologyKOCocaCola$278,755$4,245 ▼-1.5%3,9400.1%Consumer StaplesMETAMeta Platforms$276,7830.0%3750.1%Computer and TechnologyHONHoneywell International$261,524$58,220 ▼-18.2%1,1230.1%Multi-Sector ConglomeratesSYYSysco$255,6220.0%3,3750.1%Consumer StaplesOZKBank OZK$253,653$235 ▼-0.1%5,3900.1%FinanceJPMJPMorgan Chase & Co.$246,4230.0%8500.1%FinanceNVSNovartis$246,255$48,404 ▼-16.4%2,0350.1%MedicalLLYEli Lilly and Company$239,316$226,844 ▲1,818.8%3070.1%MedicalNUENucor$233,1720.0%1,8000.1%Basic MaterialsGILDGilead Sciences$232,8270.0%2,1000.1%MedicalPGProcter & Gamble$227,031$144,981 ▲176.7%1,4250.1%Consumer StaplesCSCOCisco Systems$219,240$41,628 ▼-16.0%3,1600.1%Computer and TechnologyCLColgate-Palmolive$218,614$81,810 ▼-27.2%2,4050.1%Consumer StaplesIDXXIDEXX Laboratories$214,536$214,536 ▲New Holding4000.1%MedicalLLYEli Lilly and Company$175,394$162,922 ▲1,306.3%2250.0%MedicalMKCMcCormick & Company, Incorporated$123,207$76,578 ▲164.2%1,6250.0%Consumer StaplesMKCMcCormick & Company, Incorporated$119,416$72,787 ▲156.1%1,5750.0%Consumer StaplesPGProcter & Gamble$82,0500.0%5150.0%Consumer StaplesLLYEli Lilly and Company$70,158$57,685 ▲462.5%900.0%MedicalMKCMcCormick & Company, Incorporated$49,283$2,654 ▲5.7%6500.0%Consumer StaplesLLYEli Lilly and Company$24,945$12,473 ▲100.0%320.0%MedicalBALLBall$0$2,837,606 ▼-100.0%00.0%IndustrialsBDXBecton, Dickinson and Company$0$1,340,001 ▼-100.0%00.0%MedicalADBEAdobe$0$403,090 ▼-100.0%00.0%Computer and TechnologyINTCIntel$0$299,363 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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