FIRST LONG ISLAND INVESTORS, LLC

PrivateCIK: 1490429
Location

JERICHO, NY

πŸ“‹ What this filing means

FIRST LONG ISLAND INVESTORS, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $1.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

69
Positions
$1.34B
Total AUM (reported)
6.39M
Total Shares

Allocation by class

TOTAL AUM$1.34B69 positions
COM$1.34B100.0%

Portfolio Concentration

Top 315.7%4–1023.7%11–2531.6%Rest29.0%TOP 1039.3%0%100%
Top 3$210.51M15.7%
4–10$318.57M23.7%
11–25$425.31M31.6%
Rest$390.29M29.0%

Top 3 weight

15.7%

Top 10 weight

39.3%

Voting Authority Distribution

Total shares with voting rights: 6.39M

Sole

Full voting authority

6.39M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole69
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings69
Rows:

MICROSOFT CORP COM

SOLE
COM
Shares162.09K
TypeSH
Market value$83.95M
6.24%
Sole
162.09K
Shared
0.00
None
0.00

NVIDIA CORPORATION COM

SOLE
COM
Shares342.96K
TypeSH
Market value$63.99M
4.76%
Sole
342.96K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
COM
Shares284.97K
TypeSH
Market value$62.57M
4.65%
Sole
284.97K
Shared
0.00
None
0.00

ABBOTT LABS COM

SOLE
COM
Shares423.88K
TypeSH
Market value$56.77M
4.22%
Sole
423.88K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING INC

SOLE
COM
Shares190.10K
TypeSH
Market value$55.79M
4.15%
Sole
190.10K
Shared
0.00
None
0.00

PARKER HANNIFIN CORP COM

SOLE
COM
Shares60.08K
TypeSH
Market value$45.55M
3.39%
Sole
60.08K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL A

SOLE
COM
Shares182.05K
TypeSH
Market value$44.26M
3.29%
Sole
182.05K
Shared
0.00
None
0.00

LOWES COS INC COM

SOLE
COM
Shares156.36K
TypeSH
Market value$39.29M
2.92%
Sole
156.36K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED CL A

SOLE
COM
Shares68.29K
TypeSH
Market value$38.84M
2.89%
Sole
68.29K
Shared
0.00
None
0.00

BROADCOM LTD SGD

SOLE
COM
Shares115.37K
TypeSH
Market value$38.06M
2.83%
Sole
115.37K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
COM
Shares118.78K
TypeSH
Market value$37.47M
2.79%
Sole
118.78K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
COM
Shares101.55K
TypeSH
Market value$34.67M
2.58%
Sole
101.55K
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
COM
Shares46.96K
TypeSH
Market value$34.48M
2.56%
Sole
46.96K
Shared
0.00
None
0.00

LILLY ELI & CO COM

SOLE
COM
Shares43.84K
TypeSH
Market value$33.45M
2.49%
Sole
43.84K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD S

SOLE
COM
Shares117.86K
TypeSH
Market value$32.92M
2.45%
Sole
117.86K
Shared
0.00
None
0.00

AMPHENOL CORP NEW CL A

SOLE
COM
Shares251.82K
TypeSH
Market value$31.16M
2.32%
Sole
251.82K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares163.76K
TypeSH
Market value$27.98M
2.08%
Sole
163.76K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
COM
Shares119.27K
TypeSH
Market value$27.62M
2.05%
Sole
119.27K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC COM

SOLE
COM
Shares160.43K
TypeSH
Market value$26.02M
1.94%
Sole
160.43K
Shared
0.00
None
0.00

WILLIAMS SONOMA INC COM

SOLE
COM
Shares131.60K
TypeSH
Market value$25.72M
1.91%
Sole
131.60K
Shared
0.00
None
0.00

BLACKROCK INC COM

SOLE
COM
Shares21.64K
TypeSH
Market value$25.23M
1.88%
Sole
21.64K
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
COM
Shares504.10K
TypeSH
Market value$24.72M
1.84%
Sole
504.10K
Shared
0.00
None
0.00

QUALCOMM INC COM

SOLE
COM
Shares133.91K
TypeSH
Market value$22.28M
1.66%
Sole
133.91K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
COM
Shares113.68K
TypeSH
Market value$21.08M
1.57%
Sole
113.68K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares80.57K
TypeSH
Market value$20.52M
1.53%
Sole
80.57K
Shared
0.00
None
0.00
Page 1 of 3
FIRST LONG ISLAND INVESTORS, LLC 13F Holdings β€” 69 Positions | Finecho