Filed: 2/13/2026ACC: 0001490429-26-000001
π What this filing means
FIRST LONG ISLAND INVESTORS, LLC filed this quarterly 13FβHR report disclosing 74 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$1.36B
Total AUM (reported)
6.60M
Total Shares
Allocation by class
COM$1.36B100.0%
Portfolio Concentration
Top 3$208.81M15.3%
4β10$340.06M24.9%
11β25$428.83M31.5%
Rest$385.38M28.3%
Top 3 weight
15.3%
Top 10 weight
40.3%
Voting Authority Distribution
Total shares with voting rights: 6.60M
Sole
Full voting authority
6.60M
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)
Sole74
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings74
Rows:
MICROSOFT CORP COM
SOLEShares160.96K
TypeSH
Market value$77.84M
5.71%
Sole
160.96K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares286.94K
TypeSH
Market value$66.23M
4.86%
Sole
286.94K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares347.10K
TypeSH
Market value$64.73M
4.75%
Sole
347.10K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares182.78K
TypeSH
Market value$57.21M
4.20%
Sole
182.78K
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares426K
TypeSH
Market value$53.37M
3.92%
Sole
426K
Shared
0.00
None
0.00
PARKER HANNIFIN CORP COM
SOLEShares60.52K
TypeSH
Market value$53.20M
3.90%
Sole
60.52K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING INC
SOLEShares192.02K
TypeSH
Market value$49.39M
3.62%
Sole
192.02K
Shared
0.00
None
0.00
LILLY ELI & CO COM
SOLEShares44.23K
TypeSH
Market value$47.53M
3.49%
Sole
44.23K
Shared
0.00
None
0.00
BROADCOM LTD SGD
SOLEShares119.64K
TypeSH
Market value$41.41M
3.04%
Sole
119.64K
Shared
0.00
None
0.00
LOWES COS INC COM
SOLEShares157.37K
TypeSH
Market value$37.95M
2.78%
Sole
157.37K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares117.43K
TypeSH
Market value$37.84M
2.78%
Sole
117.43K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares65.49K
TypeSH
Market value$37.39M
2.74%
Sole
65.49K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares103.82K
TypeSH
Market value$36.41M
2.67%
Sole
103.82K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD S
SOLEShares118.08K
TypeSH
Market value$35.88M
2.63%
Sole
118.08K
Shared
0.00
None
0.00
AMPHENOL CORP NEW CL A
SOLEShares256.40K
TypeSH
Market value$34.65M
2.54%
Sole
256.40K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares47.32K
TypeSH
Market value$31.24M
2.29%
Sole
47.32K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares119.70K
TypeSH
Market value$27.35M
2.01%
Sole
119.70K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
SOLEShares161.13K
TypeSH
Market value$25.84M
1.90%
Sole
161.13K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares164.89K
TypeSH
Market value$25.42M
1.86%
Sole
164.89K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares113.96K
TypeSH
Market value$23.58M
1.73%
Sole
113.96K
Shared
0.00
None
0.00
WILLIAMS SONOMA INC COM
SOLEShares131.95K
TypeSH
Market value$23.56M
1.73%
Sole
131.95K
Shared
0.00
None
0.00
BLACKROCK INC COM
SOLEShares21.72K
TypeSH
Market value$23.25M
1.71%
Sole
21.72K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares70.64K
TypeSH
Market value$23.12M
1.70%
Sole
70.64K
Shared
0.00
None
0.00
QUALCOMM INC COM
SOLEShares134.38K
TypeSH
Market value$22.99M
1.69%
Sole
134.38K
Shared
0.00
None
0.00
FASTENAL CO COM
SOLEShares506.02K
TypeSH
Market value$20.31M
1.49%
Sole
506.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 160.96K | SH | $77.84M 5.71% | 160.96K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 286.94K | SH | $66.23M 4.86% | 286.94K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 347.10K | SH | $64.73M 4.75% | 347.10K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | COM | 182.78K | SH | $57.21M 4.20% | 182.78K | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | COM | 426K | SH | $53.37M 3.92% | 426K | 0.00 | 0.00 |
PARKER HANNIFIN CORP COMSOLE | COM | 60.52K | SH | $53.20M 3.90% | 60.52K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INCSOLE | COM | 192.02K | SH | $49.39M 3.62% | 192.02K | 0.00 | 0.00 |
LILLY ELI & CO COMSOLE | COM | 44.23K | SH | $47.53M 3.49% | 44.23K | 0.00 | 0.00 |
BROADCOM LTD SGDSOLE | COM | 119.64K | SH | $41.41M 3.04% | 119.64K | 0.00 | 0.00 |
LOWES COS INC COMSOLE | COM | 157.37K | SH | $37.95M 2.78% | 157.37K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 117.43K | SH | $37.84M 2.78% | 117.43K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 65.49K | SH | $37.39M 2.74% | 65.49K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | COM | 103.82K | SH | $36.41M 2.67% | 103.82K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTD SSOLE | COM | 118.08K | SH | $35.88M 2.63% | 118.08K | 0.00 | 0.00 |
AMPHENOL CORP NEW CL ASOLE | COM | 256.40K | SH | $34.65M 2.54% | 256.40K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 47.32K | SH | $31.24M 2.29% | 47.32K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 119.70K | SH | $27.35M 2.01% | 119.70K | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMSOLE | COM | 161.13K | SH | $25.84M 1.90% | 161.13K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 164.89K | SH | $25.42M 1.86% | 164.89K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 113.96K | SH | $23.58M 1.73% | 113.96K | 0.00 | 0.00 |
WILLIAMS SONOMA INC COMSOLE | COM | 131.95K | SH | $23.56M 1.73% | 131.95K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | COM | 21.72K | SH | $23.25M 1.71% | 21.72K | 0.00 | 0.00 |
AMGEN INC COMSOLE | COM | 70.64K | SH | $23.12M 1.70% | 70.64K | 0.00 | 0.00 |
QUALCOMM INC COMSOLE | COM | 134.38K | SH | $22.99M 1.69% | 134.38K | 0.00 | 0.00 |
FASTENAL CO COMSOLE | COM | 506.02K | SH | $20.31M 1.49% | 506.02K | 0.00 | 0.00 |
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