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Filers›Family Office›PUZO MICHAEL J
DOSSIER · 13F-HR · Q1 2026

PUZO MICHAEL J

PUZO MICHAEL J's family office based in New York, NY — $343M in tracked AUM across 379 positions as of Q1 2026.

PM
PUZO MICHAEL J·New York, NY·Family Office
CIK 0001053914 · last filed Mar 31, 2026
Total AUM
$343M
▲ 4.8%
vs prior
Holdings
379
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PUZO MICHAEL J filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC CL A
$21M74K6.2%
02
NVDA
NVIDIA CORP
$19M107K5.4%
03
AAPL
APPLE
$19M73K5.4%
04
ADI
ANALOG DEVICES
$15M48K4.5%
05
JNJ
JOHNSON AND JOHNSON
$15M61K4.4%
06
MSFT
MICROSOFT
$14M38K4.1%
07
RTX
RTX CORPORATION
$14M71K4.0%
08
TJX
TJX COS
$13M78K3.6%
09
MA
MASTERCARD
$12M25K3.6%
10
AMZN
AMAZON.COM
$12M60K3.6%

Filing history

Filing history loading…
AI Agent · grounded in PUZO
haiku-4-5 · 379 positions indexed
Sector mix
  • Tech16%
  • Financials21%
  • Health Care11%
  • Cons. Disc.6%
  • Communications37%
  • Energy6%
  • Other3%
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