Filed: 11/12/2025ACC: 0001490429-25-000005
π What this filing means
FIRST LONG ISLAND INVESTORS, LLC filed this quarterly 13FβHR 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
COM$1.34B100.0%
Portfolio Concentration
Top 3$210.51M15.7%
4β10$318.57M23.7%
11β25$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
SOLEShares162.09K
TypeSH
Market value$83.95M
6.24%
Sole
162.09K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares342.96K
TypeSH
Market value$63.99M
4.76%
Sole
342.96K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares284.97K
TypeSH
Market value$62.57M
4.65%
Sole
284.97K
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares423.88K
TypeSH
Market value$56.77M
4.22%
Sole
423.88K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
SOLEShares190.10K
TypeSH
Market value$55.79M
4.15%
Sole
190.10K
Shared
0.00
None
0.00
PARKER HANNIFIN CORP COM
SOLEShares60.08K
TypeSH
Market value$45.55M
3.39%
Sole
60.08K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares182.05K
TypeSH
Market value$44.26M
3.29%
Sole
182.05K
Shared
0.00
None
0.00
LOWES COS INC COM
SOLEShares156.36K
TypeSH
Market value$39.29M
2.92%
Sole
156.36K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares68.29K
TypeSH
Market value$38.84M
2.89%
Sole
68.29K
Shared
0.00
None
0.00
BROADCOM LTD SGD
SOLEShares115.37K
TypeSH
Market value$38.06M
2.83%
Sole
115.37K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares118.78K
TypeSH
Market value$37.47M
2.79%
Sole
118.78K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares101.55K
TypeSH
Market value$34.67M
2.58%
Sole
101.55K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares46.96K
TypeSH
Market value$34.48M
2.56%
Sole
46.96K
Shared
0.00
None
0.00
LILLY ELI & CO COM
SOLEShares43.84K
TypeSH
Market value$33.45M
2.49%
Sole
43.84K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD S
SOLEShares117.86K
TypeSH
Market value$32.92M
2.45%
Sole
117.86K
Shared
0.00
None
0.00
AMPHENOL CORP NEW CL A
SOLEShares251.82K
TypeSH
Market value$31.16M
2.32%
Sole
251.82K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares163.76K
TypeSH
Market value$27.98M
2.08%
Sole
163.76K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares119.27K
TypeSH
Market value$27.62M
2.05%
Sole
119.27K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
SOLEShares160.43K
TypeSH
Market value$26.02M
1.94%
Sole
160.43K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC COM
SOLEShares131.60K
TypeSH
Market value$25.72M
1.91%
Sole
131.60K
Shared
0.00
None
0.00
BLACKROCK INC COM
SOLEShares21.64K
TypeSH
Market value$25.23M
1.88%
Sole
21.64K
Shared
0.00
None
0.00
FASTENAL CO COM
SOLEShares504.10K
TypeSH
Market value$24.72M
1.84%
Sole
504.10K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares133.91K
TypeSH
Market value$22.28M
1.66%
Sole
133.91K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares113.68K
TypeSH
Market value$21.08M
1.57%
Sole
113.68K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares80.57K
TypeSH
Market value$20.52M
1.53%
Sole
80.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 162.09K | SH | $83.95M 6.24% | 162.09K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 342.96K | SH | $63.99M 4.76% | 342.96K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 284.97K | SH | $62.57M 4.65% | 284.97K | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | COM | 423.88K | SH | $56.77M 4.22% | 423.88K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 190.10K | SH | $55.79M 4.15% | 190.10K | 0.00 | 0.00 |
PARKER HANNIFIN CORP COMSOLE | COM | 60.08K | SH | $45.55M 3.39% | 60.08K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | COM | 182.05K | SH | $44.26M 3.29% | 182.05K | 0.00 | 0.00 |
LOWES COS INC COMSOLE | COM | 156.36K | SH | $39.29M 2.92% | 156.36K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 68.29K | SH | $38.84M 2.89% | 68.29K | 0.00 | 0.00 |
BROADCOM LTD SGDSOLE | COM | 115.37K | SH | $38.06M 2.83% | 115.37K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 118.78K | SH | $37.47M 2.79% | 118.78K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | COM | 101.55K | SH | $34.67M 2.58% | 101.55K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 46.96K | SH | $34.48M 2.56% | 46.96K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | COM | 43.84K | SH | $33.45M 2.49% | 43.84K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTD SSOLE | COM | 117.86K | SH | $32.92M 2.45% | 117.86K | 0.00 | 0.00 |
AMPHENOL CORP NEW CL ASOLE | COM | 251.82K | SH | $31.16M 2.32% | 251.82K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 163.76K | SH | $27.98M 2.08% | 163.76K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 119.27K | SH | $27.62M 2.05% | 119.27K | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMSOLE | COM | 160.43K | SH | $26.02M 1.94% | 160.43K | 0.00 | 0.00 |
WILLIAMS SONOMA INC COMSOLE | COM | 131.60K | SH | $25.72M 1.91% | 131.60K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | COM | 21.64K | SH | $25.23M 1.88% | 21.64K | 0.00 | 0.00 |
FASTENAL CO COMSOLE | COM | 504.10K | SH | $24.72M 1.84% | 504.10K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 133.91K | SH | $22.28M 1.66% | 133.91K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 113.68K | SH | $21.08M 1.57% | 113.68K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 80.57K | SH | $20.52M 1.53% | 80.57K | 0.00 | 0.00 |
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