PUZO MICHAEL J

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$367,343
Net value change ($000)
+731 (0.2%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 3,584 16.6%
AMAT 3,087 87.6%
AXP 2,009 57.2%
SCHW 1,863 81.6%
AMD 1,774 17.3%
DHR 1,452 15.7%
ADI 1,252 9.9%
JNJ 1,218 9.9%
ROK 1,003 10.6%
VRTX 898 14.8%
Top Reduces (Value $000, Stocks/ETFs)
PG -9,652 -90.0%
CARR -5,539 -81.2%
MKC -4,679 -92.4%
FISV -4,562 -52.6%
LLY -3,769 -65.3%
CRM -3,061 -90.7%
ADP -1,511 -12.5%
HD -1,509 -14.7%
MSFT -1,186 -6.2%
ATR -863 -9.1%
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