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First Long Island Investors, LLC
RIA/Wealth
First Long Island Investors, LLC is a RIA/Wealth based in Jericho, NY led by Robert Daniel Rosenthal, reporting $1.7B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
CEORobert Daniel Rosenthal
- Portfolio Value
- $1.3B
- Positions
- 69
- Top Holding
- MSFT at 6.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in First Long Island Investors, LLC's portfolio (39.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $84.0M | 6.24% | +$1.2M Bought | 0.00% 162.1K shares | |
Semiconductors Technology | $64.0M | 4.76% | -$5.7M Sold | 0.00% 343.0K shares | |
Specialty Retail Consumer Cyclical | $62.6M | 4.65% | -$1.1M Sold | 0.00% 285.0K shares | |
Medical - Devices Healthcare | $56.8M | 4.22% | -$232.9K Sold | 0.02% 423.9K shares | |
Staffing & Employment Services Industrials | $55.8M | 4.15% | -$2.5M Sold | 0.05% 190.1K shares | |
Industrial - Machinery Industrials | $45.6M | 3.39% | -$190.3K Sold | 0.05% 60.1K shares | |
Internet Content & Information Communication Services | $44.3M | 3.29% | -$2.2M Sold | 0.00% 182.1K shares | |
Home Improvement Consumer Cyclical | $39.3M | 2.92% | -$252.3K Sold | 0.03% 156.4K shares | |
Financial - Credit Services Financial Services | $38.8M | 2.89% | -$171.2K Sold | 0.01% 68.3K shares | |
Semiconductors Technology | $38.1M | 2.83% | -$44.9K Sold | 0.00% 115.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in First Long Island Investors, LLC's latest filing
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Market Value
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Analytics
Portfolio insights and performance metrics for First Long Island Investors, LLC
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