PUZO MICHAEL J

Est. AUM

$17.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY CL A	COM	$6.5M	9	37.49%	SOLE
2	WAL-MART STORES	COM	$894K	7200	5.19%	DFND
3	DEERE & CO	COM	$608K	1080	3.53%	SOLE
4	SHEL PLC	COM	$506K	5450	2.94%	SOLE
5	BANK OF MONTREAL	COM	$473K	3500	2.74%	SOLE
6	MUNICH RE GROUP	COM	$448K	720	2.60%	DFND
7	ALPHABET INC CL C	COM	$447K	1560	2.59%	SOLE
8	JPMORGAN CHASE	COM	$429K	1460	2.49%	SOLE
9	VANGUARD SMALL CAP INDEX FD AD	Equity Mutual Fu	$426K	3400	2.47%	SOLE
10	WELLS FARGO	COM	$398K	5000	2.31%	SOLE
11	FIDELITY 500 INDEX FUND FUND	Equity Mutual Fu	$327K	1442	1.90%	DFND
12	EXXON MOBIL	COM	$322K	1900	1.87%	DFND
13	FIDELITY NASDAQ COMPOSITE INDE	Equity Mutual Fu	$302K	1103	1.75%	DFND
14	AIR PRODUCTS & CHEM	COM	$290K	1000	1.68%	SOLE
15	CATERPILLAR	COM	$283K	400	1.64%	DFND
16	GILEAD SCIENCES	COM	$275K	1976	1.60%	SOLE
17	ABBVIE	COM	$248K	1143	1.44%	DFND
18	COCA COLA	COM	$243K	3200	1.41%	DFND
19	UNION PACIFIC	COM	$230K	950	1.33%	DFND
20	ASML HOLDING NV	COM	$198K	150	1.15%	DFND
21	ALPHABET INC CL A	COM	$185K	645	1.07%	DFND
22	VERTEX PHARMACEUTICALS	COM	$160K	360	0.93%	DFND
23	VISA	COM	$157K	520	0.91%	DFND
24	NVIDIA CORP	COM	$155K	890	0.90%	DFND
25	ROCHE HLDG LTD ADR	COM	$149K	3000	0.86%	DFND
26	RTX CORPORATION	COM	$116K	605	0.67%	DFND
27	AMAZON.COM	COM	$115K	555	0.67%	DFND
28	ANALOG DEVICES	COM	$112K	355	0.65%	DFND
29	ADVANCED MICRO DEVICES	COM	$108K	535	0.63%	DFND
30	CISCO SYS INC	COM	$106K	1375	0.61%	DFND
31	META PLATFORMS INC	COM	$100K	175	0.58%	DFND
32	JOHNSON AND JOHNSON	COM	$96K	395	0.56%	DFND
33	TJX COS	COM	$93K	585	0.54%	DFND
34	APPLE	COM	$90K	357	0.52%	DFND
35	ROCKWELL AUTOMATION	COM	$87K	245	0.50%	DFND
36	EMERSON ELECTRIC	COM	$85K	650	0.49%	DFND
37	HOME DEPOT	COM	$83K	255	0.48%	DFND
38	COLGATE-PALMOLIVE	COM	$80K	950	0.46%	DFND
39	ABBOTT LABS	COM	$79K	779	0.46%	DFND
40	XYLEM INC	COM	$78K	660	0.45%	DFND
41	PROCTER &amp;amp;amp;amp;amp;amp;amp; GAMBLE	COM	$77K	540	0.45%	DFND
42	MICROSOFT	COM	$77K	210	0.45%	DFND
43	SCHNEIDER ELEC SA ADR	COM	$75K	1385	0.44%	DFND
44	DANAHER CORP	COM	$73K	390	0.42%	DFND
45	ELI LILLY &amp;amp;amp;amp;amp;amp;amp; CO	COM	$73K	80	0.42%	DFND
46	FISERV	COM	$66K	1200	0.38%	DFND
47	MASTERCARD	COM	$64K	130	0.37%	DFND
48	CHARLES SCHWAB	COM	$57K	615	0.33%	DFND
49	AUTOMATIC DATA PROCESSING	COM	$56K	280	0.32%	DFND
50	AMERICAN EXPRESS	COM	$54K	180	0.31%	DFND

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.