First Long Island Investors, LLC

Q1 2026 13F-HR Holdings

Location
Jericho, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$1,232,390
Net value change ($000)
-130,685 (-9.6%)
New positions
5
Sold out positions
9
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 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)
LSEGY 14,460 NEW
APH 10,933 31.6%
AAPL 9,391 47.9%
GEV 8,980 NEW
SNPS 8,514 NEW
FICO 7,822 88.3%
V 6,826 18.7%
SPOT 5,645 83.3%
JNJ 3,846 16.3%
TSM 3,683 10.3%
Top Reduces (Value $000, Stocks/ETFs)
ADP -27,100 -54.9%
MSFT -18,601 -23.9%
ACN -16,975 -100.0%
ADBE -16,641 -100.0%
ABT -14,156 -26.5%
DIS -13,789 -100.0%
MDLZ -12,426 -100.0%
CDNS -11,605 -71.9%
AMZN -9,002 -13.6%
GOOGL -7,117 -12.4%
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