PUZO MICHAEL J

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$374,796
Net value change ($000)
-13,098 (-3.4%)
New positions
4
Sold out positions
5
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 5,312 NEW
MSFT 4,835 33.7%
SPOT 1,535 NEW
AAPL 1,534 7.5%
NVDA 1,505 7.2%
CVX 1,167 15.8%
DHR 1,078 12.5%
ADP 1,017 11.5%
NEE 755 28.4%
PG 604 764.6%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -5,914 -32.7%
XOM -4,467 -100.0%
AMD -3,443 -12.3%
ATR -3,186 -42.3%
GOOGL -2,589 -10.7%
ROK -1,984 -15.7%
TJX -1,844 -15.6%
HD -1,654 -19.0%
XYL -1,276 -16.5%
ADI -1,213 -7.1%
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