First Long Island Investors, LLC
73 holdingsFiling period: 2026-06-30Current AUM: $1.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW CL A | 445.2K | $78.5M | $69.1M | 4.89% | +84.4K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION COM | 354.9K | $71.0M | $75.3M | 5.32% | +8.8K | 2026-06-30 |
| 3 | AMZN | AMAZON COM INC COM | 290.0K | $69.1M | $72.0M | 5.09% | +15.2K | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP COM | 160.5K | $59.9M | $79.8M | 5.64% | +453 | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 165.4K | $59.1M | $57.1M | 4.03% | -8,805 | 2026-06-30 |
| 6 | PH | PARKER HANNIFIN CORP COM | 60.3K | $59.0M | $55.8M | 3.94% | +244 | 2026-06-30 |
| 7 | LLY | LILLY ELI & CO COM | 45.9K | $55.1M | $52.2M | 3.69% | +1.8K | 2026-06-30 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD S | 98.1K | $46.9M | $40.6M | 2.87% | -18,953 | 2026-06-30 |
| 9 | AVGO | BROADCOM LTD SGD | 124.0K | $46.8M | $42.1M | 2.97% | +4.7K | 2026-06-30 |
| 10 | V | VISA INC COM CL A | 135.7K | $46.6M | $51.0M | 3.61% | -7,305 | 2026-06-30 |
| 11 | AAPL | APPLE INC COM | 150.4K | $43.5M | $49.8M | 3.52% | +36.1K | 2026-06-30 |
| 12 | JPM | JPMORGAN CHASE & CO COM | 116.4K | $38.1M | $41.0M | 2.90% | +48 | 2026-06-30 |
| 13 | MU | MICRON TECHNOLOGY INC COM | 29.2K | $33.7M | $27.1M | 1.92% | -- | 2026-06-30 |
| 14 | GEV | GE VERNOVA LLC COM | 27.5K | $32.3M | $24.3M | 1.72% | +17.2K | 2026-06-30 |
| 15 | MA | MASTERCARD INCORPORATED CL A | 60.3K | $31.0M | $34.6M | 2.44% | -5,048 | 2026-06-30 |
| 16 | WSM | WILLIAMS SONOMA INC COM | 130.5K | $30.4M | $28.9M | 2.04% | -83 | 2026-06-30 |
| 17 | ABBV | ABBVIE INC COM | 118.2K | $29.8M | $31.1M | 2.20% | -125 | 2026-06-30 |
| 18 | PM | PHILIP MORRIS INTL INC COM | 159.4K | $28.8M | $30.9M | 2.19% | +236 | 2026-06-30 |
| 19 | JNJ | JOHNSON & JOHNSON COM | 112.0K | $28.5M | $29.9M | 2.12% | -183 | 2026-06-30 |
| 20 | — | EATON CORP PLC SHS | 65.9K | $28.1M | $28.1M | 1.99% | +10.9K | 2026-06-30 |
| 21 | META | META PLATFORMS INC CL A | 48.9K | $27.5M | $32.8M | 2.32% | +270 | 2026-06-30 |
| 22 | ADP | AUTOMATIC DATA PROCESSING INC | 121.0K | $27.1M | $33.5M | 2.37% | +11.3K | 2026-06-30 |
| 23 | AMGN | AMGEN INC COM | 69.9K | $25.3M | $26.3M | 1.86% | -83 | 2026-06-30 |
| 24 | UNH | UNITEDHEALTH GROUP INC COM | 59.0K | $24.5M | $22.2M | 1.57% | +6.3K | 2026-06-30 |
| 25 | QCOM | QUALCOMM INC COM | 132.5K | $24.5M | $24.9M | 1.76% | -239 | 2026-06-30 |
← Scroll →
Page 1 of 3