PUZO MICHAEL J

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
71
Total value ($000)
$366,612
Net value change ($000)
+15,638 (4.5%)
New positions
2
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/23/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,760 36.3%
AAPL 3,840 24.1%
NVDA 2,211 11.8%
LLY 2,197 61.5%
JNJ 1,997 19.4%
AMAT 1,822 107.1%
TJX 1,675 17.1%
UNH 1,575 30.3%
RTX 1,401 11.7%
XYL 1,143 13.7%
Top Reduces (Value $000, Stocks/ETFs)
FISV -2,882 -25.0%
NVO -2,712 -89.4%
CARR -1,628 -19.3%
ATR -1,608 -14.5%
CNI -1,359 -18.6%
NSRGY -1,322 -56.2%
ADP -834 -6.5%
VRTX -758 -11.1%
MKC -705 -12.2%
BRK-B -475 -5.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type