PUZO MICHAEL J

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$387,894
Net value change ($000)
+44,464 (12.9%)
New positions
4
Sold out positions
5
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 17,012 154.1%
AMAT 9,358 107.0%
ROK 3,269 34.9%
GOOGL 2,850 13.3%
NVDA 2,245 12.0%
WCN 2,158 155.8%
AVGO 2,022 118.7%
AMZN 1,851 14.9%
AAPL 1,828 9.9%
ADI 1,821 11.9%
Top Reduces (Value $000, Stocks/ETFs)
UNH -2,524 -81.1%
FISV -1,909 -77.8%
CVX -1,861 -20.2%
XOM -1,127 -20.1%
ABT -1,125 -11.9%
CARR -1,014 -80.8%
PG -954 -92.4%
ATR -903 -10.7%
MKC -806 -100.0%
RTX -758 -5.6%
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