Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PUZO MICHAEL J

Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001053914-23-000003

Total Value
$315.9M
Positions
300
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (300)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLEAAPL58,707$11.4M3.60%
2MASTERCARDMA19,842$7.8M2.47%
3MICROSOFTMSFT22,837$7.8M2.46%
4BERKSHIRE HATHAWAY CL ABRK-A15$7.8M2.46%
5ALPHABET INC CL AGOOG64,336$7.7M2.44%
6PROCTER & GAMBLE74271810948,054$7.3M2.31%
7CANADIAN NATL RAILWAY13637510257,564$7.0M2.21%
8JOHNSON & JOHNSONJNJ42,032$7.0M2.20%
9ANALOG DEVICESADI34,418$6.7M2.12%
10ABBOTT LABSABLZF60,478$6.6M2.09%
11NESTLE SA ADR64106940654,117$6.5M2.06%
12AUTOMATIC DATA PROCESSINGADP28,229$6.2M1.96%
13ROCKWELL AUTOMATIONROK18,657$6.1M1.95%
14FISERVFISV48,499$6.1M1.94%
15DANAHER CORP23585110225,379$6.1M1.93%
16ADVANCED MICRO DEVICESAMD50,342$5.7M1.82%
17CHEVRONCVX34,635$5.4M1.73%
18APTARGROUPATR45,385$5.3M1.66%
19NOVARTIS AG ADRNVSEF49,982$5.0M1.60%
20RAYTHEON TECHNOLOGIESRTX50,928$5.0M1.58%
21XYLEM INCXYL37,628$4.2M1.34%
22HOME DEPOTHD13,015$4.0M1.28%
23TJX COS87254010946,165$3.9M1.24%
24NVIDIA CORPNVDA9,189$3.9M1.23%
25UNITED HEALTH GROUPUNH8,026$3.9M1.22%
26APPLEAAPL19,615$3.8M1.20%
27BECTON DICKINSONBDX14,083$3.7M1.18%
28AMAZON.COMAMZN27,223$3.5M1.12%
29MICROSOFTMSFT10,075$3.4M1.09%
30MASTERCARDMA7,850$3.1M0.98%
31CANADIAN NATL RAILWAY13637510224,290$2.9M0.93%
32ALPHABET INC CL AGOOG24,260$2.9M0.92%
33JOHNSON & JOHNSONJNJ16,925$2.8M0.89%
34CVS HEALTHCVS40,396$2.8M0.88%
35AUTOMATIC DATA PROCESSINGADP12,635$2.8M0.88%
36PROCTER & GAMBLE74271810917,908$2.7M0.86%
37MEDTRONICMDT30,159$2.7M0.84%
38FISERVFISV20,225$2.6M0.81%
39ADVANCED MICRO DEVICESAMD22,163$2.5M0.80%
40HONEYWELL INTL43851610612,054$2.5M0.79%
41NIKE INC CLASS BNKE22,572$2.5M0.79%
42ROCKWELL AUTOMATIONROK7,373$2.4M0.77%
43NESTLE SA ADR64106940619,480$2.3M0.74%
44NOVARTIS AG ADRNVSEF22,843$2.3M0.73%
45ANALOG DEVICESADI11,700$2.3M0.72%
46DANAHER CORP2358511029,125$2.2M0.69%
47EXXON MOBILXOM19,881$2.1M0.67%
48APTARGROUPATR18,300$2.1M0.67%
49RAYTHEON TECHNOLOGIESRTX21,230$2.1M0.66%
50ROCHE HLDG LTD ADR77119510451,701$2.0M0.63%
51DISNEY25468710621,828$1.9M0.62%
52MERCKMRK16,700$1.9M0.61%
53PEPSICOPEP10,114$1.9M0.59%
54NVIDIA CORPNVDA4,200$1.8M0.56%
55ABBOTT LABSABLZF15,845$1.7M0.55%
56TJX COS87254010919,815$1.7M0.53%
57AMAZON.COMAMZN12,290$1.6M0.51%
58XYLEM INCXYL12,900$1.5M0.46%
59HOME DEPOTHD4,370$1.4M0.43%
60APPLEAAPL6,960$1.4M0.43%
61EXXON MOBILXOM12,565$1.3M0.43%
62ILLUMINAILMN7,140$1.3M0.42%
63BECTON DICKINSONBDX4,910$1.3M0.41%
64CVS HEALTHCVS17,375$1.2M0.38%
65UNITED HEALTH GROUPUNH2,415$1.2M0.37%
66NIKE INC CLASS BNKE9,465$1.0M0.33%
67AUTOMATIC DATA PROCESSINGADP4,655$1.0M0.32%
68MEDTRONICMDT11,355$1.0M0.32%
69MUNICH RE GROUP5294129002,600$969,8770.31%
70MICROSOFTMSFT2,785$948,4040.30%
71ABBVIEABBV6,896$929,0980.29%
72FISERVFISV7,360$928,4640.29%
73ANALOG DEVICESADI4,670$909,7630.29%
74PEPSICOPEP4,900$907,5780.29%
75MASTERCARDMA2,265$890,8240.28%
76MCCORMICK & COMKC-V10,200$889,7460.28%
77EMERSON ELECTRICEMR9,672$874,2520.28%
78ALPHABET INC CL AGOOG7,250$867,8250.27%
79CATERPILLARCAT3,525$867,3260.27%
80DEERE & CODE2,125$861,0290.27%
81BERKSHIRE HATHAWAY CL BBRK-A2,500$852,5000.27%
82APPLEAAPL4,384$850,3640.27%
83PROCTER & GAMBLE7427181095,580$846,7090.27%
84CANADIAN NATL RAILWAY1363751026,930$839,0150.27%
85JOHNSON & JOHNSONJNJ5,040$834,2210.26%
86DISNEY2546871069,140$816,0190.26%
87CHEVRONCVX5,135$807,9920.26%
88INTELINTC22,660$757,7500.24%
89MICROSOFTMSFT2,160$735,5660.23%
90SHEL PLCRYDAF11,800$712,4840.23%
91ABBOTT LABSABLZF6,495$708,0850.22%
92ELI LILLY & COLLY1,500$703,4700.22%
93ILLUMINAILMN3,680$689,9630.22%
94EDWARDS LIFESCIENCESEW7,312$689,7410.22%
95RAYTHEON TECHNOLOGIESRTX7,000$685,7200.22%
96DANAHER CORP2358511022,695$646,8000.20%
97PEPSICOPEP3,450$639,0090.20%
98PAYPAL HOLDINGSPYPL9,557$637,7390.20%
99APTARGROUPATR5,475$634,3330.20%
100ADVANCED MICRO DEVICESAMD5,412$616,4810.20%
101NVIDIA CORPNVDA1,430$604,9190.19%
102HOME DEPOTHD1,905$591,7690.19%
103HONEYWELL INTL4385161062,750$570,6250.18%
104APTIV PLCAPTV5,420$553,3280.18%
105JOHNSON & JOHNSONJNJ3,286$543,8990.17%
106BANK OZKOZKAP13,135$527,5020.17%
107PROCTER & GAMBLE7427181093,469$526,3860.17%
108ROCHE HLDG LTD ADR77119510413,150$502,3300.16%
109ADVANCED MICRO DEVICESAMD4,358$496,4200.16%
110NESTLE SA ADR6410694064,120$495,8420.16%
111SYSCOSYY6,650$493,4300.16%
112ROCKWELL AUTOMATIONROK1,430$471,1130.15%
113VISAV1,975$469,0230.15%
114NVIDIA CORPNVDA1,065$450,5160.14%
115MCCORMICK & COMKC-V5,050$440,5110.14%
116ALPHABET INC CL AGOOG3,680$440,4960.14%
117ASML HOLDING NVASMLF600$432,2500.14%
118EDWARDS LIFESCIENCESEW4,575$431,5600.14%
119ROCKWELL AUTOMATIONROK1,300$428,2850.14%
120APTIV PLCAPTV4,180$426,7360.14%
121MUNICH RE GROUP5294129001,136$423,7620.13%
122ANALOG DEVICESADI2,150$418,8410.13%
123ECOLAB INCECL2,225$415,3850.13%
124XYLEM INCXYL3,675$413,8780.13%
125ORSTED A SBYT16L9004,340$408,8510.13%
126NOVO NORDISK A S ADRNONOF2,500$404,5750.13%
127TJX COS8725401094,745$402,3290.13%
128AMAZON.COMAMZN3,020$393,6870.12%
129CANADIAN NATL RAILWAY1363751023,235$391,6610.12%
130DANAHER CORP2358511021,630$391,2000.12%
131RAYTHEON TECHNOLOGIESRTX3,985$390,3710.12%
132FISERVFISV3,065$386,6500.12%
133AUTOMATIC DATA PROCESSINGADP1,750$384,6320.12%
134NOVARTIS AG ADRNVSEF3,800$383,4580.12%
135MASTERCARDMA945$371,6680.12%
136TEXAS INSTRUMENTS8825081042,000$360,0400.11%
137PFIZERPFE9,675$354,8790.11%
138BERKSHIRE HATHAWAY CL BBRK-A1,025$349,5250.11%
139HOME DEPOTHD1,120$347,9170.11%
140ABBVIEABBV2,525$340,1930.11%
141CHEVRONCVX2,160$339,8760.11%
142MERCKMRK2,900$334,6310.11%
143TJX COS8725401093,875$328,5610.10%
144MERCKMRK2,825$325,9770.10%
145UNITED HEALTH GROUPUNH660$317,2220.10%
146BANK OF MONTREAL0636711013,500$316,0850.10%
147ABBOTT LABSABLZF2,885$314,5230.10%
148CVS HEALTHCVS4,500$311,0850.10%
149ADVANCED MICRO DEVICESAMD2,700$307,5570.10%
150UNION PACIFICUNP1,500$306,9300.10%
151PAYCHEXPAYX2,715$303,7270.10%
152XYLEM INCXYL2,685$302,3850.10%
153PAYPAL HOLDINGSPYPL4,470$298,2830.09%
154ROCKWELL AUTOMATIONROK900$296,5050.09%
155APTARGROUPATR2,550$295,4430.09%
156NUCOR CORPNUE1,800$295,1640.09%
157INTELINTC8,750$292,6000.09%
158COLGATE-PALMOLIVECL3,775$290,8260.09%
159AMAZON.COMAMZN2,205$287,4440.09%
160UNITED HEALTH GROUPUNH590$283,5780.09%
161MUNICH RE GROUP529412900750$279,7720.09%
162AMERICAN EXPRESSAXP1,600$278,7200.09%
163NOVOZYMES A S DKK 2.0NOV6,000$278,6710.09%
164BRISTOL-MYERS SQUIBBCELG-RI4,350$278,1820.09%
165IDEXX CORP45168D104550$276,2260.09%
166NOVOZYMES A S DKK 2.0NOV5,895$273,7940.09%
167NIKE INC CLASS BNKE2,425$267,6470.08%
168ANALOG DEVICESADI1,350$262,9930.08%
169APPLEAAPL1,350$261,8590.08%
170CANADIAN NATL RAILWAY1363751022,125$257,2740.08%
171MICROSOFTMSFT750$255,4050.08%
172FIDELITY 500 INDEX FUND FUND3159117501,642$254,4600.08%
173PFIZERPFE6,900$253,0920.08%
174UNION PACIFICUNP1,230$251,6830.08%
175CHEVRONCVX1,575$247,8260.08%
176MASTERCARDMA630$247,7790.08%
177AUTOMATIC DATA PROCESSINGADP1,100$241,7690.08%
178PROCTER & GAMBLE7427181091,575$238,9900.08%
179NESTLE SA ADR6410694061,950$234,6820.07%
180NIKE INC CLASS BNKE2,115$233,4330.07%
181DOVER CORPDOV1,575$232,5490.07%
182MEDTRONICMDT2,630$231,7030.07%
183COLGATE-PALMOLIVECL3,000$231,1200.07%
184NESTLE SA ADR6410694061,895$228,0630.07%
185FIDELITY NASDAQ COMPOSITE INDE3159127091,303$227,3660.07%
186VISAV950$225,6060.07%
187ALPHABET INC CL CGOOG1,860$225,0040.07%
188HONEYWELL INTL4385161061,070$222,0250.07%
189UNILEVER PLC NEW ADRUNLYF4,195$218,6850.07%
190ALPHABET INC CL AGOOG1,800$215,4600.07%
191ABBOTT LABSABLZF1,975$215,3140.07%
192WELLS FARGO9497461015,000$213,4000.07%
193JOHNSON & JOHNSONJNJ1,275$211,0380.07%
194DOVER CORPDOV1,400$206,7100.07%
195GILEAD SCIENCESGILD2,600$200,3820.06%
196RAYTHEON TECHNOLOGIESRTX1,995$195,4300.06%
197EOG RESOURCESEOG1,700$194,5480.06%
198EXXON MOBILXOM1,800$193,0500.06%
199COCA COLAKO3,200$192,7040.06%
200NVIDIA CORPNVDA450$190,3590.06%
201ELI LILLY & COLLY400$187,5920.06%
202EMERSON ELECTRICEMR2,075$187,5590.06%
203MCCORMICK & COMKC-V2,100$183,1830.06%
204NOVARTIS AG ADRNVSEF1,800$181,6380.06%
205DANAHER CORP235851102750$180,0000.06%
206BRISTOL-MYERS SQUIBBCELG-RI2,800$179,0600.06%
207VISAV750$178,1100.06%
208NOVO NORDISK A S ADRNONOF1,100$178,0130.06%
209MCCORMICK & COMKC-V2,000$174,4600.06%
210APTARGROUPATR1,500$173,7900.06%
211EXXON MOBILXOM1,600$171,6000.05%
212COLGATE-PALMOLIVECL2,100$161,7840.05%
213ABBVIEABBV1,200$161,6760.05%
214BECTON DICKINSONBDX590$155,7660.05%
215ABBVIEABBV1,143$153,9960.05%
216ORSTED A SBYT16L9001,550$146,0180.05%
217INTELINTC4,300$143,7920.05%
218UNION PACIFICUNP700$143,2340.05%
219HONEYWELL INTL438516106675$140,0620.04%
220AMAZON.COMAMZN1,050$136,8780.04%
221EDWARDS LIFESCIENCESEW1,450$136,7780.04%
222EMERSON ELECTRICEMR1,500$135,5850.04%
223CISCO SYS INCCSCO2,600$134,5240.04%
224TJX COS8725401091,575$133,5440.04%
225NOVARTIS AG ADRNVSEF1,300$131,1830.04%
226INTELINTC3,890$130,0820.04%
227NOVO NORDISK A S ADRNONOF800$129,4640.04%
228ADVANCED MICRO DEVICESAMD1,131$128,8320.04%
229EXXON MOBILXOM1,175$126,0190.04%
230ANALOG DEVICESADI635$123,7040.04%
231CVS HEALTHCVS1,775$122,7060.04%
232FISERVFISV925$116,6890.04%
233ALPHABET INC CL AGOOG960$114,9120.04%
234ROCHE HLDG LTD ADR7711951043,000$114,6000.04%
235HONEYWELL INTL438516106550$114,1250.04%
236EDWARDS LIFESCIENCESEW1,185$111,7810.04%
237ROCKWELL AUTOMATIONROK335$110,3660.03%
238ASML HOLDING NVASMLF150$108,0630.03%
239PAYPAL HOLDINGSPYPL1,595$106,4340.03%
240RAYTHEON TECHNOLOGIESRTX1,080$105,7970.03%
241APTIV PLCAPTV1,000$102,0900.03%
242APPLEAAPL515$99,8950.03%
243SHEL PLCRYDAF1,650$99,6270.03%
244BECTON DICKINSONBDX375$99,0040.03%
245CATERPILLARCAT400$98,4200.03%
246HOME DEPOTHD315$97,8520.03%
247MEDTRONICMDT1,110$97,7910.03%
248XYLEM INCXYL865$97,4160.03%
249JOHNSON & JOHNSONJNJ580$96,0020.03%
250PROCTER & GAMBLE742718109630$95,5960.03%
251CANADIAN NATL RAILWAY136375102785$95,0400.03%
252ABBOTT LABSABLZF870$94,8470.03%
253XYLEM INCXYL825$92,9110.03%
254MEDTRONICMDT1,050$92,5050.03%
255AUTOMATIC DATA PROCESSINGADP420$92,3120.03%
256NIKE INC CLASS BNKE825$91,0550.03%
257PAYPAL HOLDINGSPYPL1,350$90,0850.03%
258NESTLE SA ADR641069406725$87,2540.03%
259APTARGROUPATR750$86,8950.03%
260DANAHER CORP235851102350$84,0000.03%
261MICROSOFTMSFT245$83,4320.03%
262APTIV PLCAPTV800$81,6720.03%
263MASTERCARDMA200$78,6600.02%
264CISCO SYS INCCSCO1,500$77,6100.02%
265AMAZON.COMAMZN575$74,9570.02%
266NVIDIA CORPNVDA170$71,9130.02%
267BRISTOL-MYERS SQUIBBCELG-RI1,100$70,3450.02%
268PEPSICOPEP356$65,9380.02%
269ILLUMINAILMN350$65,6210.02%
270ILLUMINAILMN330$61,8720.02%
271DISNEY254687106665$59,3710.02%
272TJX COS872540109695$58,9290.02%
273EMPIRE STATE REALTY OP LP2921021008,000$58,8000.02%
274BECTON DICKINSONBDX220$58,0820.02%
275ROCHE HLDG LTD ADR7711951041,500$57,3000.02%
276NOVOZYMES A S DKK 2.0NOV1,225$56,8950.02%
277DISNEY254687106600$53,5680.02%
278COCA COLAKO875$52,6920.02%
279MERCKMRK450$51,9250.02%
280SHEL PLCRYDAF800$48,3040.02%
281BERKSHIRE HATHAWAY CL BBRK-A140$47,7400.02%
282HONEYWELL INTL438516106225$46,6870.01%
283BECTON DICKINSONBDX175$46,2020.01%
284NIKE INC CLASS BNKE405$44,7000.01%
285UNILEVER PLC NEW ADRUNLYF830$43,2680.01%
286MEDTRONICMDT480$42,2880.01%
287UNITED HEALTH GROUPUNH85$40,8540.01%
288DISNEY254687106390$34,8190.01%
289EMPIRE STATE REALTY OP LP2921021003,700$27,1950.01%
290NOVARTIS AG ADRNVSEF260$26,2370.01%
291ILLUMINAILMN130$24,3740.01%
292CHEVRONCVX150$23,6020.01%
293CVS HEALTHCVS335$23,1590.01%
294DISNEY254687106225$20,0880.01%
295UNILEVER PLC NEW ADRUNLYF250$13,0320.00%
296UNILEVER PLC NEW ADRUNLYF200$10,4260.00%
297CISCO SYS INCCSCO182$9,4170.00%
298EOG RESOURCESEOG65$7,4390.00%
299PAYPAL HOLDINGSPYPL100$6,6730.00%
300ABBVIEABBV45$6,0630.00%