P
PUZO MICHAEL J
PUZO MICHAEL J is an institution, managing $353.2M across 66 long positions as of Q3 2025 with GOOGL as the largest holding (6% allocation).
- Portfolio Value
- $353.2M
- Positions
- 66
- Top Holding
- GOOGL at 6.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PUZO MICHAEL J's portfolio (45.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $21.6M | 6.12% | -$258.2K Sold | 0.00% 88.9K shares | |
Semiconductors Technology | $20.9M | 5.92% | -$1.2M Sold | 0.00% 112.0K shares | |
Consumer Electronics Technology | $19.8M | 5.59% | +$2.0K Bought | 0.00% 77.6K shares | |
Software - Infrastructure Technology | $19.1M | 5.42% | -$46.1K Sold | 0.00% 37.0K shares | |
Financial - Credit Services Financial Services | $15.2M | 4.30% | -$642.8K Sold | 0.00% 26.7K shares | |
Aerospace & Defense Industrials | $13.4M | 3.78% | -$344.7K Sold | 0.01% 79.9K shares | |
Specialty Retail Consumer Cyclical | $12.7M | 3.61% | -$78.4K Sold | 0.00% 58.0K shares | |
Semiconductors Technology | $12.7M | 3.59% | -$77.6K Sold | 0.01% 51.6K shares | |
Medical - Devices Healthcare | $12.4M | 3.51% | +$89.1K Bought | 0.01% 92.6K shares | |
Drug Manufacturers - General Healthcare | $12.3M | 3.49% | -$210.5K Sold | 0.00% 66.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PUZO MICHAEL J's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+85.15% | |
+65.01% | |
+36.03% | |
+34.45% | |
+27.07% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-86.85% | |
-52.64% | |
-13.33% |
Analytics
Portfolio insights and performance metrics for PUZO MICHAEL J
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