§ 13F · FUND PROFILE
PUZO MICHAEL J.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $367M (13F)Positions · 377Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | 36K | $10M | 3.0% | −7% |
| 2 | AAPL | APPLE | 37K | $9M | 2.7% | −3% |
| 3 | NVDA | NVIDIA CORP | 50K | $9M | 2.6% | −2% |
| 4 | ADI | ANALOG DEVICES | 25K | $8M | 2.3% | −6% |
| 5 | JNJ | JOHNSON AND JOHNSON | 28K | $7M | 2.0% | −6% |
| 6 | MSFT | MICROSOFT | 18K | $7M | 1.9% | +2% |
| 7 | BRK/A | BERKSHIRE HATHAWAY CL A | 9 | $6M | 1.9% | ±0% |
| 8 | MA | MASTERCARD | 12K | $6M | 1.8% | −3% |
| 9 | AMZN | AMAZON.COM | 29K | $6M | 1.7% | +4% |
| 10 | RTX | RTX CORPORATION | 31K | $6M | 1.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PUZO SIGNAL
AC read
PUZO MICHAEL J is a Other fund managing $367 million in assets. The fund runs a broad portfolio of 377 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed