Puzo Michael J Top Holdings and 13F Report (2024) → Elon to Transform U.S. Economy? (From Porter & Company) (Ad) About Puzo Michael JInvestment ActivityPuzo Michael J has $360.77 million in total holdings as of March 31, 2024.Puzo Michael J owns shares of 89 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 15.46% of the portfolio was purchased this quarter.About 4.92% of the portfolio was sold this quarter.This quarter, Puzo Michael J has purchased 89 new stocks and bought additional shares in 42 stocks.Puzo Michael J sold shares of 33 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $16,809,868Alphabet $15,806,294Apple $15,467,325Advanced Micro Devices $15,454,818Mastercard $15,419,390 Largest New Holdings this Quarter Ball $2,011,907 HoldingVertex Pharmaceuticals $1,928,279 HoldingCarrier Global $1,868,472 HoldingWalmart $956,522 HoldingAdobe $321,430 Holding Largest Purchases this Quarter Procter & Gamble 46,923 shares (about $7.61M)Johnson & Johnson 43,495 shares (about $6.88M)Schneider Electric S.E. 81,177 shares (about $3.68M)Procter & Gamble 16,603 shares (about $2.69M)Johnson & Johnson 16,327 shares (about $2.58M) Largest Sales this Quarter Novartis 41,050 shares (about $3.97M)CVS Health 31,197 shares (about $2.49M)Honeywell International 6,503 shares (about $1.33M)Berkshire Hathaway 2 shares (about $1.27M)Edwards Lifesciences 11,817 shares (about $1.13M) 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 PortfolioSectorMSFTMicrosoft$16,809,868$597,422 ▲3.7%39,9554.7%Computer and TechnologyGOOGLAlphabet$15,806,294$859,093 ▲5.7%104,7264.4%Computer and TechnologyAAPLApple$15,467,325$271,967 ▲1.8%90,1994.3%Computer and TechnologyAMDAdvanced Micro Devices$15,454,818$214,783 ▲1.4%85,6274.3%Computer and TechnologyMAMastercard$15,419,390$544,174 ▲3.7%32,0194.3%Business ServicesNVDANVIDIA$14,213,902$586,410 ▼-4.0%15,7313.9%Computer and TechnologyFIFiserv$13,614,905$769,533 ▲6.0%85,1893.8%Business ServicesADPAutomatic Data Processing$12,620,111$650,573 ▲5.4%50,5333.5%Business ServicesCNICanadian National Railway$12,301,450$165,955 ▼-1.3%93,3983.4%TransportationADIAnalog Devices$11,539,265$664,377 ▲6.1%58,3413.2%Computer and TechnologyDHRDanaher$11,485,371$1,470,102 ▲14.7%45,9933.2%Multi-Sector ConglomeratesABTAbbott Laboratories$11,354,861$1,068,063 ▲10.4%99,9023.1%MedicalATRAptarGroup$11,216,226$548,940 ▲5.1%77,9503.1%Industrial ProductsAMZNAmazon.com$10,891,705$1,630,996 ▲17.6%60,3823.0%Retail/WholesaleHDHome Depot$9,855,068$1,504,863 ▲18.0%25,6912.7%Retail/WholesaleROKRockwell Automation$9,665,746$852,723 ▲9.7%33,1782.7%Industrial ProductsNSRGYNestlé$9,343,476$516,344 ▲5.8%87,9802.6%Consumer StaplesRTXRTX$9,102,181$697,730 ▲8.3%93,3272.5%AerospaceXYLXylem$8,715,300$842,128 ▲10.7%67,4352.4%Industrial ProductsTJXTJX Companies$8,576,379$769,068 ▲9.9%84,5632.4%Retail/WholesaleCVXChevron$7,962,557$854,635 ▲12.0%50,4792.2%Oils/EnergyPGProcter & Gamble$7,715,474$7,613,257 ▲7,448.1%47,5532.1%Consumer StaplesUNHUnitedHealth Group$7,696,048$1,368,835 ▲21.6%15,5572.1%MedicalBRK.ABerkshire Hathaway$7,613,280$1,268,880 ▼-14.3%122.1%FinanceJNJJohnson & Johnson$6,979,026$6,880,474 ▲6,981.5%44,1181.9%MedicalSBGSYSchneider Electric S.E.$6,137,923$3,677,318 ▲149.4%135,4951.7%Industrial ProductsBDXBecton, Dickinson and Company$5,271,427$261,307 ▲5.2%21,3031.5%MedicalXOMExxon Mobil$4,606,475$375,804 ▲8.9%39,6291.3%Oils/EnergyMDTMedtronic$4,437,939$329,776 ▲8.0%50,9231.2%MedicalNKENIKE$4,402,493$601,190 ▲15.8%46,8451.2%Consumer DiscretionaryPEPPepsiCo$3,437,022$261,465 ▲8.2%19,6391.0%Consumer StaplesNVSNovartis$3,367,171$3,970,766 ▼-54.1%34,8100.9%MedicalMRKMerck & Co., Inc.$2,811,854$135,249 ▼-4.6%21,3100.8%MedicalPGProcter & Gamble$2,796,054$2,693,837 ▲2,635.4%17,2330.8%Consumer StaplesJNJJohnson & Johnson$2,681,320$2,582,768 ▲2,620.7%16,9500.7%MedicalBRK.BBerkshire Hathaway$2,218,243$874,682 ▲65.1%5,2750.6%FinanceMUNICH RE GROUP$2,175,7100.0%4,4860.6%COMABBVAbbVie$2,015,665$10,016 ▼-0.5%11,0690.6%MedicalBALLBall$2,011,907$2,011,907 ▲New Holding29,8680.6%Industrial ProductsVRTXVertex Pharmaceuticals$1,928,279$1,928,279 ▲New Holding4,6130.5%MedicalCARRCarrier Global$1,868,472$1,868,472 ▲New Holding32,1430.5%Computer and TechnologyJNJJohnson & Johnson$1,633,154$1,534,602 ▲1,557.1%10,3240.5%MedicalAPTVAptiv$1,562,733$505,778 ▲47.9%19,6200.4%Business ServicesCVSCVS Health$1,492,309$2,488,272 ▼-62.5%18,7100.4%Retail/WholesalePGProcter & Gamble$1,407,194$1,304,977 ▲1,276.7%8,6730.4%Consumer StaplesINTCIntel$1,332,609$166,079 ▼-11.1%30,1700.4%Computer and TechnologyCATCaterpillar$1,154,254$91,607 ▼-7.4%3,1500.3%Industrial ProductsEMREmerson Electric$1,147,470$199,052 ▼-14.8%10,1170.3%Industrial ProductsRHHBYRoche$1,117,998$853,126 ▼-43.3%35,0250.3%MedicalWMTWalmart$956,522$956,522 ▲New Holding15,8970.3%Retail/WholesaleVVisa$833,054$164,657 ▼-16.5%2,9850.2%Business ServicesASMLASML$752,115$72,785 ▲10.7%7750.2%Computer and TechnologyMKCMcCormick & Company, Incorporated$737,376$583,756 ▲380.0%9,6000.2%Consumer StaplesSHELShell$720,680$234,640 ▼-24.6%10,7500.2%Oils/EnergyDEDeere & Company$708,937$75,576 ▼-9.6%1,7260.2%Industrial ProductsLLYEli Lilly and Company$661,266$388,980 ▲142.9%8500.2%MedicalNVONovo Nordisk A/S$654,840$295,320 ▼-31.1%5,1000.2%MedicalUNPUnion Pacific$654,174$127,884 ▼-16.4%2,6600.2%TransportationPGProcter & Gamble$562,845$460,628 ▲450.6%3,4690.2%Consumer StaplesCLColgate-Palmolive$524,991$123,819 ▼-19.1%5,8300.1%Consumer StaplesJNJJohnson & Johnson$524,558$426,006 ▲432.3%3,3160.1%MedicalECLEcolab$513,7520.0%2,2250.1%Basic MaterialsSYYSysco$488,298$812 ▼-0.2%6,0150.1%Consumer StaplesNOVOZYMES A S DKK 2.0$410,754$149,684 ▼-26.7%7,0250.1%COMOZKBank OZK$394,365$64,780 ▼-14.1%8,6750.1%FinanceDOVDover$389,818$101,884 ▼-20.7%2,2000.1%Industrial ProductsNUENucor$356,2200.0%1,8000.1%Basic MaterialsBMOBank of Montreal$341,8800.0%3,5000.1%FinanceAXPAmerican Express$341,535$22,769 ▼-6.3%1,5000.1%FinanceHONHoneywell International$339,483$1,334,739 ▼-79.7%1,6540.1%Multi-Sector ConglomeratesBMYBristol-Myers Squibb$330,803$111,172 ▼-25.2%6,1000.1%MedicalADBEAdobe$321,430$321,430 ▲New Holding6370.1%Computer and TechnologyEWEdwards Lifesciences$320,126$1,129,233 ▼-77.9%3,3500.1%MedicalFIDELITY 500 INDEX FUND FUND$300,3260.0%1,6420.1%Equity Mutual FuWFCWells Fargo & Company$289,8000.0%5,0000.1%FinanceTXNTexas Instruments$287,446$26,131 ▼-8.3%1,6500.1%Computer and TechnologyPAYXPaychex$282,440$14,122 ▼-4.8%2,3000.1%Business ServicesGOOGAlphabet$277,113$6,090 ▼-2.2%1,8200.1%Computer and TechnologyFIDELITY NASDAQ COMPOSITE INDE$270,6750.0%1,3030.1%Equity Mutual FuMKCMcCormick & Company, Incorporated$266,915$113,295 ▲73.8%3,4750.1%Consumer StaplesPGProcter & Gamble$255,544$153,326 ▲150.0%1,5750.1%Consumer StaplesKOCoca-Cola$244,720$3,059 ▼-1.2%4,0000.1%Consumer StaplesIDXXIDEXX Laboratories$215,972$215,972 ▲New Holding4000.1%MedicalLLYEli Lilly and Company$194,490$77,796 ▼-28.6%2500.1%MedicalJNJJohnson & Johnson$166,099$67,547 ▲68.5%1,0500.0%MedicalMKCMcCormick & Company, Incorporated$153,6200.0%2,0000.0%Consumer StaplesMKCMcCormick & Company, Incorporated$97,933$55,687 ▼-36.3%1,2750.0%Consumer StaplesJNJJohnson & Johnson$96,180$2,373 ▼-2.4%6080.0%MedicalPGProcter & Gamble$94,916$7,301 ▼-7.1%5850.0%Consumer StaplesILMNIllumina$0$1,586,682 ▼-100.0%00.0%MedicalDISWalt Disney$0$951,122 ▼-100.0%00.0%Consumer DiscretionaryPFEPfizer$0$531,549 ▼-100.0%00.0%MedicalPYPLPayPal$0$282,070 ▼-100.0%00.0%Computer and TechnologyCSCOCisco Systems$0$226,867 ▼-100.0%00.0%Computer and TechnologyESBAEmpire State Realty OP$0$93,600 ▼-100.0%00.0%Real EstateShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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