PUZO MICHAEL J — 13F holdings

PUZO MICHAEL J reported 368 holdings worth $388M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $28.1M (7.2%)
2. GOOGL ALPHABET INC — $24.3M (6.3%)
3. NVDA NVIDIA CORPORATION — $20.9M (5.4%)
4. AAPL APPLE INC — $20.3M (5.2%)
5. AMAT APPLIED MATLS INC — $18.1M (4.7%)
6. ADI ANALOG DEVICES INC — $17.2M (4.4%)
7. JNJ JOHNSON & JOHNSON — $15.1M (3.9%)
8. MSFT MICROSOFT CORP — $14.3M (3.7%)
9. AMZN AMAZON COM INC — $14.3M (3.7%)
10. MA MASTERCARD INCORPORATED — $12.9M (3.3%)