First Long Island Investors, LLC
73 holdingsFiling period: 2026-06-30Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp New CL A | 445.2K | $78.5M | $67.0M | 4.65% | +84.4K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation.com | 354.9K | $71.0M | $76.7M | 5.32% | +8.8K | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc.com | 290.0K | $69.1M | $72.2M | 5.01% | +15.2K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp.com | 160.5K | $59.9M | $85.5M | 5.93% | +453 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc Cap Stk CL A | 165.4K | $59.1M | $52.4M | 3.63% | -8,805 | 2026-06-30 |
| 6 | PH | Parker Hannifin Corp.com | 60.3K | $59.0M | $54.5M | 3.78% | +244 | 2026-06-30 |
| 7 | LLY | Lilly Eli & Co.com | 45.9K | $55.1M | $58.7M | 4.07% | +1.8K | 2026-06-30 |
| 8 | TSM | Taiwan Semiconductor Mfg Ltd S | 98.1K | $46.9M | $41.6M | 2.89% | -18,953 | 2026-06-30 |
| 9 | AVGO | Broadcom Ltd Sgd | 124.0K | $46.8M | $40.8M | 2.83% | +4.7K | 2026-06-30 |
| 10 | V | Visa Inc.com CL A | 135.7K | $46.6M | $54.9M | 3.81% | -7,305 | 2026-06-30 |
| 11 | AAPL | Apple Inc.com | 150.4K | $43.5M | $51.7M | 3.59% | +36.1K | 2026-06-30 |
| 12 | JPM | JPMorgan Chase & Co.com | 116.4K | $38.1M | $38.9M | 2.70% | +48 | 2026-06-30 |
| 13 | MU | Micron Technology Inc.com | 29.2K | $33.7M | $26.4M | 1.83% | -- | 2026-06-30 |
| 14 | GEV | GE Vernova LLC.com | 27.5K | $32.3M | $23.5M | 1.63% | +17.2K | 2026-06-30 |
| 15 | MA | Mastercard Incorporated CL A | 60.3K | $31.0M | $37.0M | 2.57% | -5,048 | 2026-06-30 |
| 16 | WSM | Williams Sonoma Inc.com | 130.5K | $30.4M | $32.6M | 2.26% | -83 | 2026-06-30 |
| 17 | ABBV | Abbvie Inc.com | 118.2K | $29.8M | $33.9M | 2.35% | -125 | 2026-06-30 |
| 18 | PM | Philip Morris Intl Inc.com | 159.4K | $28.8M | $32.2M | 2.23% | +236 | 2026-06-30 |
| 19 | JNJ | Johnson & Johnson.com | 112.0K | $28.5M | $29.8M | 2.07% | -183 | 2026-06-30 |
| 20 | — | Eaton Corp PLC Shs | 65.9K | $28.1M | $28.1M | 1.95% | +10.9K | 2026-06-30 |
| 21 | META | Meta Platforms Inc CL A | 48.9K | $27.5M | $30.8M | 2.14% | +270 | 2026-06-30 |
| 22 | ADP | Automatic Data Processing Inc | 121.0K | $27.1M | $36.4M | 2.53% | +11.3K | 2026-06-30 |
| 23 | AMGN | Amgen Inc.com | 69.9K | $25.3M | $31.1M | 2.16% | -83 | 2026-06-30 |
| 24 | UNH | Unitedhealth Group Inc.com | 59.0K | $24.5M | $24.2M | 1.68% | +6.3K | 2026-06-30 |
| 25 | QCOM | Qualcomm Inc.com | 132.5K | $24.5M | $23.8M | 1.65% | -239 | 2026-06-30 |
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