PM
| |
PUZO MICHAEL J13F | |
| PUZO MICHAEL J | |
| Last update 2025-04-21 | 70 Stocks (3 new) |
| Value $346.00 Mil | Turnover 3 % |
PUZO MICHAEL J Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 80,266 | 17,829.5 | -4.23% | 5.160 | -0.25% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
MA | Mastercard Inc | 29,495 | 16,166.8 | -3.79% | 4.680 | -0.17% | 0.000 | +7.46% | +8.43% | 516,916.7 | Credit Services | |
FI | Fiserv Inc | 69,956 | 15,448.4 | -6.13% | 4.470 | -0.26% | 0.010 | -19.06% | -14.54% | 97,330.9 | Software | |
MSFT | Microsoft Corp | 38,619 | 14,497.2 | +1.10% | 4.200 | +0.05% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
GOOGL | Alphabet Inc | 93,345 | 14,434.9 | -1.27% | 4.180 | -0.06% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
ADP | Automatic Data Processing Inc | 45,114 | 13,783.7 | -1.14% | 3.990 | -0.04% | 0.010 | +1.75% | +6.72% | 125,511.3 | Software | |
NVDA | NVIDIA Corp | 124,657 | 13,510.3 | -0.81% | 3.910 | -0.04% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
ABT | Abbott Laboratories | 98,944 | 13,124.9 | +0.38% | 3.800 | +0.01% | 0.010 | +2.61% | +20.03% | 233,903.7 | Medical Devices & Instruments | |
PG | Procter & Gamble Co | 71,918 | 12,256.3 | -0.33% | 3.550 | -0.01% | 0.000 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
JNJ | Johnson & Johnson | 70,855 | 11,750.6 | -0.67% | 3.400 | -0.02% | 0.000 | -1.55% | +9.67% | 375,371.5 | Drug Manufacturers |
PUZO MICHAEL J's Historical Top Holdings Breakdowns
PUZO MICHAEL J's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BDX | Becton Dickinson & Co | 2025-03-31 | Reduce Reduce | -0.76% | 222.79 ($232.01) 249.08 | $176.16 | -24.07% | Reduce -67.04% | 5,850 | -11,899 | |
NSRGY | Nestle SA | 2025-03-31 | Reduce Reduce | -0.61% | 80.4 ($91.85) 103.55 | $100.09 | 8.97% | Reduce -34.59% | 49,784 | -26,330 | |
BALL | Ball Corp | 2025-03-31 | Reduce Reduce | -0.53% | 49.04 ($52.48) 56.53 | $58.73 | 11.91% | Reduce -38.6% | 54,496 | -34,257 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.45% | 725.72 ($832.09) 929.72 | $780.67 | -6.18% | Add 288.09% | 2,542 | 1,887 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.43% | 268.36 ($311.03) 359.95 | $272.15 | -12.50% | Add 99.5% | 11,124 | 5,548 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +0.38% | 69.3 ($82.59) 90.95 | $69.17 | -16.25% | Add 346.36% | 24,550 | 19,050 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.34% | 63.17 ($72.04) 81.49 | $93.63 | 29.97% | New holding | 15,977 | 15,977 | |
MDT | Medtronic PLC | 2025-03-31 | Sold Out Sold Out | -0.29% | 79.84 ($89.48) 94.5 | $88.39 | -1.22% | Sold Out | 0 | -13,051 | |
CNI | Canadian National Railway Co | 2025-03-31 | Reduce Reduce | -0.26% | 95.46 ($101.11) 106.78 | $106.46 | 5.29% | Reduce -10.69% | 76,589 | -9,170 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.26% | 200.51 ($218.93) 237.79 | $175.55 | -19.81% | Reduce -6.13% | 69,956 | -4,565 |
PUZO MICHAEL J Total Holding History ($B)
PUZO MICHAEL J's Asset Allocation
PUZO MICHAEL J Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
PUZO MICHAEL J's Hypothetical Growth since 2025-03-31
PUZO MICHAEL J's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PUZO MICHAEL J's Holdings Heat Map
Size field:
PUZO MICHAEL J's Holdings Bubble Chart
PUZO MICHAEL J News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers