§ 13F · FUND PROFILE
First Long Island Investors, LLC.
AUM · $1.4B (13F)Positions · 73Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$70M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW CL A | 445K | $78M | 5.6% | +23% |
| 2 | NVDA | NVIDIA CORPORATION COM | 355K | $71M | 5.0% | +3% |
| 3 | AMZN | AMAZON COM INC COM | 290K | $69M | 4.9% | +6% |
| 4 | MSFT | MICROSOFT CORP COM | 160K | $60M | 4.2% | ±0% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 165K | $59M | 4.2% | −5% |
| 6 | PH | PARKER HANNIFIN CORP COM | 60K | $59M | 4.2% | ±0% |
| 7 | LLY | LILLY ELI & CO COM | 46K | $55M | 3.9% | +4% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD S | 98K | $47M | 3.3% | −16% |
| 9 | AVGO | BROADCOM LTD SGD | 124K | $47M | 3.3% | +4% |
| 10 | V | VISA INC COM CL A | 136K | $47M | 3.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Long Island Investors, LLC is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 73 positions.
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