PUZO MICHAEL J

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$343,430
Net value change ($000)
-23,913 (-6.5%)
New positions
6
Sold out positions
10
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 2,155 30.4%
AMAT 2,131 32.2%
ADI 1,428 10.3%
JNJ 1,427 10.5%
WCN 1,385 NEW
AVGO 1,209 244.2%
XOM 1,065 23.5%
NEE 1,032 NEW
SCHW 512 12.4%
UBER 465 10.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,885 -21.6%
GOOGL -3,783 -15.0%
UNH -3,007 -49.1%
ADP -2,414 -22.9%
ABT -2,341 -19.9%
MA -2,226 -15.2%
DHR -2,016 -18.8%
AAPL -2,015 -9.8%
FISV -1,649 -40.2%
NVDA -1,649 -8.1%
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