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 70 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

70
Positions
$1.23B
Total AUM (reported)
6.61M
Total Shares

Allocation by class

TOTAL AUM$1.23B70 positions
COM$1.23B100.0%

Portfolio Concentration

Top 314.3%4–1025.3%11–2533.4%Rest26.9%TOP 1039.7%0%100%
Top 3$176.83M14.3%
4–10$311.98M25.3%
11–25$411.84M33.4%
Rest$331.73M26.9%

Top 3 weight

14.3%

Top 10 weight

39.7%

Voting Authority Distribution

Total shares with voting rights: 6.61M

Sole

Full voting authority

6.61M

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)

Sole70
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings70
Rows:

NVIDIA CORPORATION COM

SOLE
COM
Shares346.10K
TypeSH
Market value$60.36M
4.90%
Sole
346.10K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
COM
Shares160.04K
TypeSH
Market value$59.24M
4.81%
Sole
160.04K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
COM
Shares274.79K
TypeSH
Market value$57.23M
4.64%
Sole
274.79K
Shared
0.00
None
0.00

PARKER HANNIFIN CORP COM

SOLE
COM
Shares60.04K
TypeSH
Market value$53.75M
4.36%
Sole
60.04K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL A

SOLE
COM
Shares174.20K
TypeSH
Market value$50.09M
4.06%
Sole
174.20K
Shared
0.00
None
0.00

AMPHENOL CORP NEW CL A

SOLE
COM
Shares360.77K
TypeSH
Market value$45.58M
3.70%
Sole
360.77K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
COM
Shares143.05K
TypeSH
Market value$43.24M
3.51%
Sole
143.05K
Shared
0.00
None
0.00

LILLY ELI & CO COM

SOLE
COM
Shares44.08K
TypeSH
Market value$40.54M
3.29%
Sole
44.08K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD S

SOLE
COM
Shares117.08K
TypeSH
Market value$39.57M
3.21%
Sole
117.08K
Shared
0.00
None
0.00

ABBOTT LABS COM

SOLE
COM
Shares381.97K
TypeSH
Market value$39.22M
3.18%
Sole
381.97K
Shared
0.00
None
0.00

BROADCOM LTD SGD

SOLE
COM
Shares119.31K
TypeSH
Market value$36.93M
3.00%
Sole
119.31K
Shared
0.00
None
0.00

LOWES COS INC COM

SOLE
COM
Shares156.03K
TypeSH
Market value$36.87M
2.99%
Sole
156.03K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
COM
Shares116.31K
TypeSH
Market value$34.21M
2.78%
Sole
116.31K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED CL A

SOLE
COM
Shares65.36K
TypeSH
Market value$32.66M
2.65%
Sole
65.36K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
COM
Shares114.24K
TypeSH
Market value$28.99M
2.35%
Sole
114.24K
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
COM
Shares48.63K
TypeSH
Market value$27.82M
2.26%
Sole
48.63K
Shared
0.00
None
0.00

JOHNSON & JOHNSON COM

SOLE
COM
Shares112.21K
TypeSH
Market value$27.43M
2.23%
Sole
112.21K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC COM

SOLE
COM
Shares159.21K
TypeSH
Market value$26.32M
2.14%
Sole
159.21K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
COM
Shares118.37K
TypeSH
Market value$25.74M
2.09%
Sole
118.37K
Shared
0.00
None
0.00

AMGEN INC COM

SOLE
COM
Shares69.99K
TypeSH
Market value$24.62M
2.00%
Sole
69.99K
Shared
0.00
None
0.00

WILLIAMS SONOMA INC COM

SOLE
COM
Shares130.61K
TypeSH
Market value$23.81M
1.93%
Sole
130.61K
Shared
0.00
None
0.00

FASTENAL CO COM

SOLE
COM
Shares500.24K
TypeSH
Market value$23.21M
1.88%
Sole
500.24K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING INC

SOLE
COM
Shares109.72K
TypeSH
Market value$22.29M
1.81%
Sole
109.72K
Shared
0.00
None
0.00

BLACKROCK INC COM

SOLE
COM
Shares21.47K
TypeSH
Market value$20.65M
1.68%
Sole
21.47K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares281.94K
TypeSH
Market value$20.28M
1.65%
Sole
281.94K
Shared
0.00
None
0.00
Page 1 of 3
FIRST LONG ISLAND INVESTORS, LLC 13F Holdings β€” 70 Positions | Finecho