PUZO MICHAEL J

PrivateCIK: 1053914

Location

BOSTON, MA

Positions

$343.43M

Total AUM (reported)

1.87M

Total Shares

Allocation by class

COM$342.37M99.7%

EQUITY MUTUAL FU$1.06M0.3%

Portfolio Concentration

Top 3$58.61M17.1%

4–10$95.37M27.8%

11–25$129.54M37.7%

Rest$59.91M17.4%

Top 3 weight

17.1%

Top 10 weight

44.8%

Voting Authority Distribution

Total shares with voting rights: 1.87M

Sole

Full voting authority

911.61K

% of voting shares48.9%

Shared

Joint voting authority

954.06K

% of voting shares51.1%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole64

Shared0

Other3

Dominant voting typeShared · 51.1% of voting shares

Institutional Holdings67

Rows:

ALPHABET INC CL A

SOLE

COM

Shares74.50K

TypeSH

Market value$21.42M

6.24%

Sole

35.65K

Shared

38.85K

None

0.00

NVIDIA CORP

SOLE

COM

Shares107.07K

TypeSH

Market value$18.67M

5.44%

Sole

50.45K

Shared

56.62K

None

0.00

APPLE

SOLE

COM

Shares72.94K

TypeSH

Market value$18.51M

5.39%

Sole

37.20K

Shared

35.75K

None

0.00

ANALOG DEVICES

SOLE

COM

Shares48.25K

TypeSH

Market value$15.35M

4.47%

Sole

24.52K

Shared

23.73K

None

0.00

JOHNSON AND JOHNSON

SOLE

COM

Shares61.21K

TypeSH

Market value$14.96M

4.36%

Sole

27.73K

Shared

33.48K

None

0.00

MICROSOFT

SOLE

COM

Shares38.02K

TypeSH

Market value$14.07M

4.10%

Sole

17.75K

Shared

20.27K

None

0.00

RTX CORPORATION

SOLE

COM

Shares70.66K

TypeSH

Market value$13.63M

3.97%

Sole

30.73K

Shared

39.93K

None

0.00

TJX COS

SOLE

COM

Shares78.43K

TypeSH

Market value$12.52M

3.65%

Sole

36.50K

Shared

41.93K

None

0.00

MASTERCARD

SOLE

COM

Shares24.86K

TypeSH

Market value$12.42M

3.62%

Sole

12.31K

Shared

12.55K

None

0.00

AMAZON.COM

SOLE

COM

Shares59.58K

TypeSH

Market value$12.41M

3.61%

Sole

28.62K

Shared

30.95K

None

0.00

ADVANCED MICRO DEVICES

SOLE

COM

Shares54.27K

TypeSH

Market value$11.04M

3.21%

Sole

25.24K

Shared

29.03K

None

0.00

PROCTER & GAMBLE

SOLE

COM

Shares67.75K

TypeSH

Market value$9.79M

2.85%

Sole

31.74K

Shared

36.01K

None

0.00

ABBOTT LABS

SOLE

COM

Shares91.84K

TypeSH

Market value$9.43M

2.75%

Sole

46.38K

Shared

45.46K

None

0.00

ROCKWELL AUTOMATION

SOLE

COM

Shares26.09K

TypeSH

Market value$9.36M

2.73%

Sole

12.98K

Shared

13.10K

None

0.00

SCHNEIDER ELEC SA ADR

SOLE

COM

Shares171.59K

TypeSH

Market value$9.34M

2.72%

Sole

83.72K

Shared

87.88K

None

0.00

CHEVRON

SOLE

COM

Shares44.63K

TypeSH

Market value$9.23M

2.69%

Sole

25.94K

Shared

18.69K

None

0.00

APPLIED MATERIAL

SOLE

COM

Shares25.58K

TypeSH

Market value$8.74M

2.55%

Sole

11.30K

Shared

14.27K

None

0.00

DANAHER CORP

SOLE

COM

Shares45.78K

TypeSH

Market value$8.68M

2.53%

Sole

22.70K

Shared

23.08K

None

0.00

APTARGROUP

SOLE

COM

Shares66.89K

TypeSH

Market value$8.43M

2.45%

Sole

33.54K

Shared

33.34K

None

0.00

AUTOMATIC DATA PROCESSING

SOLE

COM

Shares39.95K

TypeSH

Market value$8.12M

2.36%

Sole

18.14K

Shared

21.81K

None

0.00

ELI LILLY & CO

SOLE

COM

Shares8.82K

TypeSH

Market value$8.11M

2.36%

Sole

4.18K

Shared

4.63K

None

0.00

HOME DEPOT

SOLE

COM

Shares24.63K

TypeSH

Market value$8.10M

2.36%

Sole

11.37K

Shared

13.26K

None

0.00

XYLEM INC

SOLE

COM

Shares65.45K

TypeSH

Market value$7.82M

2.28%

Sole

33.23K

Shared

32.22K

None

0.00

VERTEX PHARMACEUTICALS

SOLE

COM

Shares15.41K

TypeSH

Market value$6.88M

2.00%

Sole

7.66K

Shared

7.75K

None

0.00

BERKSHIRE HATHAWAY CL A

SOLE

COM

Shares9.00

TypeSH

Market value$6.46M

1.88%

Sole

9.00

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
ALPHABET INC CL ASOLE	COM	74.50K	SH	$21.42M 6.24%	35.65K	38.85K
NVIDIA CORPSOLE	COM	107.07K	SH	$18.67M 5.44%	50.45K	56.62K
APPLESOLE	COM	72.94K	SH	$18.51M 5.39%	37.20K	35.75K
ANALOG DEVICESSOLE	COM	48.25K	SH	$15.35M 4.47%	24.52K	23.73K
JOHNSON AND JOHNSONSOLE	COM	61.21K	SH	$14.96M 4.36%	27.73K	33.48K
MICROSOFTSOLE	COM	38.02K	SH	$14.07M 4.10%	17.75K	20.27K
RTX CORPORATIONSOLE	COM	70.66K	SH	$13.63M 3.97%	30.73K	39.93K
TJX COSSOLE	COM	78.43K	SH	$12.52M 3.65%	36.50K	41.93K
MASTERCARDSOLE	COM	24.86K	SH	$12.42M 3.62%	12.31K	12.55K
AMAZON.COMSOLE	COM	59.58K	SH	$12.41M 3.61%	28.62K	30.95K
ADVANCED MICRO DEVICESSOLE	COM	54.27K	SH	$11.04M 3.21%	25.24K	29.03K
PROCTER & GAMBLESOLE	COM	67.75K	SH	$9.79M 2.85%	31.74K	36.01K
ABBOTT LABSSOLE	COM	91.84K	SH	$9.43M 2.75%	46.38K	45.46K
ROCKWELL AUTOMATIONSOLE	COM	26.09K	SH	$9.36M 2.73%	12.98K	13.10K
SCHNEIDER ELEC SA ADRSOLE	COM	171.59K	SH	$9.34M 2.72%	83.72K	87.88K
CHEVRONSOLE	COM	44.63K	SH	$9.23M 2.69%	25.94K	18.69K
APPLIED MATERIALSOLE	COM	25.58K	SH	$8.74M 2.55%	11.30K	14.27K
DANAHER CORPSOLE	COM	45.78K	SH	$8.68M 2.53%	22.70K	23.08K
APTARGROUPSOLE	COM	66.89K	SH	$8.43M 2.45%	33.54K	33.34K
AUTOMATIC DATA PROCESSINGSOLE	COM	39.95K	SH	$8.12M 2.36%	18.14K	21.81K
ELI LILLY & COSOLE	COM	8.82K	SH	$8.11M 2.36%	4.18K	4.63K
HOME DEPOTSOLE	COM	24.63K	SH	$8.10M 2.36%	11.37K	13.26K
XYLEM INCSOLE	COM	65.45K	SH	$7.82M 2.28%	33.23K	32.22K
VERTEX PHARMACEUTICALSSOLE	COM	15.41K	SH	$6.88M 2.00%	7.66K	7.75K
BERKSHIRE HATHAWAY CL ASOLE	COM	9.00	SH	$6.46M 1.88%	9.00	0.00

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