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 Q4 2025 · Filed February 17, 2026 · Accession 0001053914-26-000001

Total Value
$367.3M
Positions
371
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (371)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INC CL AGOOG41,521$13.0M3.54%
2APPLEAAPL40,560$11.0M3.00%
3NVIDIA CORPNVDA54,225$10.1M2.75%
4MICROSOFTMSFT17,737$8.6M2.34%
5MASTERCARDMA13,419$7.7M2.09%
6ANALOG DEVICESADI27,007$7.3M1.99%
7BERKSHIRE HATHAWAY CL ABRK-A9$6.8M1.85%
8RTX CORPORATIONRTX36,761$6.7M1.84%
9JOHNSON AND JOHNSONJNJ31,667$6.6M1.78%
10AMAZON.COMAMZN27,615$6.4M1.74%
11ABBOTT LABSABLZF49,682$6.2M1.69%
12TJX COS87254010939,144$6.0M1.64%
13ADVANCED MICRO DEVICESAMD26,768$5.7M1.56%
14DANAHER CORP23585110223,947$5.5M1.49%
15ROCKWELL AUTOMATIONROK14,002$5.4M1.48%
16ALPHABET INC CL AGOOG17,040$5.3M1.45%
17PROCTER & GAMBLE74271810935,160$5.0M1.37%
18AUTOMATIC DATA PROCESSINGADP19,163$4.9M1.34%
19SCHNEIDER ELEC SA ADR80687P10687,520$4.8M1.31%
20NVIDIA CORPNVDA25,480$4.8M1.29%
21XYLEM INCXYL33,234$4.5M1.23%
22APTARGROUPATR36,755$4.5M1.22%
23CHEVRONCVX28,761$4.4M1.19%
24HOME DEPOTHD12,430$4.3M1.16%
25APPLEAAPL15,650$4.3M1.16%
26ELI LILLY & COLLY3,901$4.2M1.14%
27MICROSOFTMSFT8,280$4.0M1.09%
28VERTEX PHARMACEUTICALSVRTX7,901$3.6M0.98%
29MASTERCARDMA5,509$3.1M0.86%
30RTX CORPORATIONRTX16,975$3.1M0.85%
31APPLIED MATERIAL03822210511,728$3.0M0.82%
32AMAZON.COMAMZN12,780$2.9M0.80%
33ANALOG DEVICESADI10,665$2.9M0.79%
34TJX COS87254010918,140$2.8M0.76%
35JOHNSON AND JOHNSONJNJ13,350$2.8M0.75%
36AMERICAN EXPRESSAXP7,428$2.7M0.75%
37ALPHABET INC CL AGOOG8,720$2.7M0.74%
38CANADIAN NATL RAILWAY13637510227,560$2.7M0.74%
39UNITEDHEALTH GROUPUNH7,883$2.6M0.71%
40AUTOMATIC DATA PROCESSINGADP9,620$2.5M0.67%
41ROCKWELL AUTOMATIONROK6,120$2.4M0.65%
42DANAHER CORP23585110210,295$2.4M0.64%
43ABBOTT LABSABLZF18,710$2.3M0.64%
44ADVANCED MICRO DEVICESAMD10,755$2.3M0.63%
45PROCTER & GAMBLE74271810914,975$2.1M0.58%
46EXXON MOBILXOM17,778$2.1M0.58%
47SCHNEIDER ELEC SA ADR80687P10637,665$2.1M0.56%
48HOME DEPOTHD5,985$2.1M0.56%
49FISERVFISV30,408$2.0M0.56%
50UBER TECHNOLOGIES INCUBER24,780$2.0M0.55%
51ALPHABET INC CL AGOOG6,445$2.0M0.55%
52ELI LILLY & COLLY1,860$2.0M0.54%
53APPLEAAPL7,325$2.0M0.54%
54ADVANCED MICRO DEVICESAMD9,165$2.0M0.53%
55MICROSOFTMSFT4,010$1.9M0.53%
56APTARGROUPATR15,545$1.9M0.52%
57JOHNSON AND JOHNSONJNJ9,105$1.9M0.51%
58CHARLES SCHWABSCHW-PJ18,775$1.9M0.51%
59MCCORMICK & COMKC-V26,952$1.8M0.50%
60XYLEM INCXYL13,400$1.8M0.50%
61RTX CORPORATIONRTX9,699$1.8M0.48%
62MUNICH RE GROUP5294129002,600$1.7M0.47%
63NVIDIA CORPNVDA9,110$1.7M0.46%
64BERKSHIRE HATHAWAY CL BBRK-A3,250$1.6M0.44%
65NVIDIA CORPNVDA8,750$1.6M0.44%
66MICROSOFTMSFT3,325$1.6M0.44%
67CANADIAN NATL RAILWAY13637510216,055$1.6M0.43%
68MASTERCARDMA2,750$1.6M0.43%
69AMAZON.COMAMZN6,750$1.6M0.42%
70UNITEDHEALTH GROUPUNH4,649$1.5M0.42%
71APPLIED MATERIAL0382221055,895$1.5M0.41%
72ANALOG DEVICESADI5,540$1.5M0.41%
73VERTEX PHARMACEUTICALSVRTX3,250$1.5M0.40%
74APPLEAAPL5,280$1.4M0.39%
75AMERICAN EXPRESSAXP3,780$1.4M0.38%
76ABBOTT LABSABLZF10,575$1.3M0.36%
77AUTOMATIC DATA PROCESSINGADP5,053$1.3M0.35%
78TJX COS8725401098,404$1.3M0.35%
79EXXON MOBILXOM10,160$1.2M0.33%
80NVIDIA CORPNVDA6,495$1.2M0.33%
81ANALOG DEVICESADI4,450$1.2M0.33%
82RTX CORPORATIONRTX6,575$1.2M0.33%
83UBER TECHNOLOGIES INCUBER14,285$1.2M0.32%
84MERCKMRK11,028$1.2M0.32%
85AMAZON.COMAMZN5,020$1.2M0.32%
86ABBVIEABBV5,019$1.1M0.31%
87HOME DEPOTHD3,323$1.1M0.31%
88JOHNSON AND JOHNSONJNJ5,480$1.1M0.31%
89CHARLES SCHWABSCHW-PJ11,270$1.1M0.31%
90DANAHER CORP2358511024,813$1.1M0.30%
91CATERPILLARCAT1,900$1.1M0.30%
92MASTERCARDMA1,890$1.1M0.29%
93PROCTER & GAMBLE7427181097,476$1.1M0.29%
94TJX COS8725401096,875$1.1M0.29%
95ALPHABET INC CL AGOOG3,330$1.0M0.28%
96SCHNEIDER ELEC SA ADR80687P10618,885$1.0M0.28%
97APPLEAAPL3,810$1.0M0.28%
98MICROSOFTMSFT2,100$1.0M0.28%
99ELI LILLY & COLLY943$1.0M0.28%
100ABBOTT LABSABLZF8,020$1.0M0.27%
101XYLEM INCXYL7,294$993,2970.27%
102FISERVFISV14,210$954,4860.26%
103EMERSON ELECTRICEMR7,087$940,5870.26%
104AUTOMATIC DATA PROCESSINGADP3,635$935,0310.25%
105UNITEDHEALTH GROUPUNH2,830$934,2110.25%
106PROCTER & GAMBLE7427181096,250$895,6870.24%
107CHEVRONCVX5,815$886,2640.24%
108ROCKWELL AUTOMATIONROK2,205$857,8990.23%
109DANAHER CORP2358511023,740$856,1610.23%
110APTARGROUPATR6,975$850,6710.23%
111APPLIED MATERIAL0382221053,295$846,7820.23%
112WAL-MART STORESWMT7,550$841,1450.23%
113ADVANCED MICRO DEVICESAMD3,805$814,8790.22%
114ROCKWELL AUTOMATIONROK2,030$789,8120.22%
115ELI LILLY & COLLY716$769,4710.21%
116SCHNEIDER ELEC SA ADR80687P10613,665$750,6800.20%
117CARRIER GLOBALCARR14,075$743,7230.20%
118MUNICH RE GROUP5294129001,116$737,7370.20%
119CHEVRONCVX4,620$704,1340.19%
120VERTEX PHARMACEUTICALSVRTX1,520$689,1070.19%
121DEERE & CODE1,480$689,0440.19%
122CHEVRONCVX4,479$682,6440.19%
123XYLEM INCXYL4,975$677,4950.18%
124JOHNSON AND JOHNSONJNJ3,161$654,1690.18%
125APTARGROUPATR5,300$646,3880.18%
126RTX CORPORATIONRTX3,475$637,3150.17%
127ROCHE HLDG LTD ADR77119510412,000$618,8400.17%
128UNITEDHEALTH GROUPUNH1,870$617,3060.17%
129ADVANCED MICRO DEVICESAMD2,860$612,4980.17%
130AMAZON.COMAMZN2,640$609,3650.17%
131TJX COS8725401093,950$606,7590.17%
132HOME DEPOTHD1,750$602,1750.16%
133UBER TECHNOLOGIES INCUBER7,190$587,4950.16%
134ANALOG DEVICESADI2,150$583,0800.16%
135MASTERCARDMA980$559,4620.15%
136CANADIAN NATL RAILWAY1363751025,590$552,5710.15%
137APPLIED MATERIAL0382221052,045$525,5450.14%
138VERTEX PHARMACEUTICALSVRTX1,155$523,6310.14%
139FISERVFISV7,790$523,2540.14%
140AMERICAN EXPRESSAXP1,405$519,7800.14%
141ASML HOLDING NVASMLF485$518,8820.14%
142EXXON MOBILXOM4,298$517,2210.14%
143ELI LILLY & COLLY467$501,8760.14%
144ALPHABET INC CL CGOOG1,560$489,5280.13%
145PROCTER & GAMBLE7427181093,369$482,8110.13%
146MUNICH RE GROUP529412900720$475,9600.13%
147ABBVIEABBV2,060$470,6890.13%
148APPLIED MATERIAL0382221051,820$467,7220.13%
149WELLS FARGO9497461015,000$466,0000.13%
150AMERICAN EXPRESSAXP1,250$462,4370.13%
151ROCHE HLDG LTD ADR7711951048,950$461,5510.13%
152ROCKWELL AUTOMATIONROK1,175$457,1570.12%
153BANK OF MONTREAL0636711013,500$454,2650.12%
154ALPHABET INC CL AGOOG1,425$446,0250.12%
155ECOLAB INCECL1,675$439,7210.12%
156CHARLES SCHWABSCHW-PJ4,390$438,6050.12%
157RELX PLCRLXXF10,670$431,2810.12%
158DANAHER CORP2358511021,865$426,9360.12%
159CHARLES SCHWABSCHW-PJ4,265$426,1160.12%
160AUTOMATIC DATA PROCESSINGADP1,610$414,1400.11%
161SCHNEIDER ELEC SA ADR80687P1067,450$409,2620.11%
162HOME DEPOTHD1,165$400,8760.11%
163SHEL PLCRYDAF5,450$400,4660.11%
164ALPHABET INC CL AGOOG1,275$399,0750.11%
165NVIDIA CORPNVDA2,100$391,6500.11%
166PEPSICOPEP2,695$386,7860.11%
167MCCORMICK & COMKC-V5,645$384,4810.10%
168ABBOTT LABSABLZF2,960$370,8580.10%
169MICROSOFTMSFT750$362,7150.10%
170MCCORMICK & COMKC-V5,310$361,6640.10%
171CANADIAN NATL RAILWAY1363751023,625$358,3310.10%
172UBER TECHNOLOGIES INCUBER4,300$351,3530.10%
173FISERVFISV5,205$349,6200.10%
174APPLEAAPL1,275$346,6210.09%
175FIDELITY 500 INDEX FUND FUND3159117501,442$342,6910.09%
176BERKSHIRE HATHAWAY CL BBRK-A675$339,2890.09%
177WAL-MART STORESWMT3,000$334,2300.09%
178MICROSOFTMSFT690$333,6980.09%
179APTARGROUPATR2,700$329,2920.09%
180XYLEM INCXYL2,410$328,1940.09%
181FIDELITY NASDAQ COMPOSITE INDE3159127091,103$325,1750.09%
182NVIDIA CORPNVDA1,715$319,8470.09%
183APPLEAAPL1,150$312,6390.09%
184CARRIER GLOBALCARR5,900$311,7560.08%
185UNITEDHEALTH GROUPUNH935$308,6530.08%
186RTX CORPORATIONRTX1,650$302,6100.08%
187NUCOR CORPNUE1,800$293,5980.08%
188MASTERCARDMA510$291,1490.08%
189MERCKMRK2,700$284,2020.08%
190CHEVRONCVX1,800$274,3380.07%
191INTELINTC7,432$274,2410.07%
192PEPSICOPEP1,905$273,4060.07%
193ADVANCED MICRO DEVICESAMD1,275$273,0540.07%
194JPMORGAN CHASEVYLD840$270,6650.07%
195IDEXX CORP45168D104400$270,6120.07%
196SALESFORCE.COMCRM1,016$269,1490.07%
197VERTEX PHARMACEUTICALSVRTX585$265,2160.07%
198ANALOG DEVICESADI975$264,4200.07%
199ROCKWELL AUTOMATIONROK675$262,6220.07%
200ABBVIEABBV1,143$261,1640.07%
201UNION PACIFICUNP1,100$254,4520.07%
202SYSCOSYY3,375$248,7040.07%
203MASTERCARDMA435$248,3330.07%
204BANK OZKOZKAP5,390$248,0480.07%
205ABBOTT LABSABLZF1,950$244,3150.07%
206RTX CORPORATIONRTX1,325$243,0050.07%
207GILEAD SCIENCESGILD1,976$242,5340.07%
208AMAZON.COMAMZN1,050$242,3610.07%
209TJX COS8725401091,575$241,9360.07%
210ASML HOLDING NVASMLF225$240,7180.07%
211ABBVIEABBV1,050$239,9140.07%
212TEXAS INSTRUMENTS8825081041,350$234,2110.06%
213JOHNSON AND JOHNSONJNJ1,110$229,7140.06%
214CATERPILLARCAT400$229,1480.06%
215MERCKMRK2,175$228,9400.06%
216EXXON MOBILXOM1,900$228,6460.06%
217AMAZON.COMAMZN970$223,8950.06%
218COCA COLAKO3,200$223,7120.06%
219DANAHER CORP235851102975$223,1970.06%
220NESTLE SA ADR6410694062,255$222,7490.06%
221BROADCOM INCAVGO635$219,7730.06%
222UNION PACIFICUNP950$219,7540.06%
223HONEYWELL INTL4385161061,123$219,0860.06%
224JOHNSON AND JOHNSONJNJ1,050$217,2970.06%
225EXXON MOBILXOM1,800$216,6120.06%
226ALPHABET INC CL AGOOG675$211,2750.06%
227VANGUARD SMALL CAP INDEX FD AD9229086861,700$210,0860.06%
228ADVANCED MICRO DEVICESAMD975$208,8060.06%
229SCHNEIDER ELEC SA ADR80687P1063,750$206,0040.06%
230PROCTER & GAMBLE7427181091,425$204,2170.06%
231AUTOMATIC DATA PROCESSINGADP775$199,3530.05%
232META PLATFORMS INCMETA300$198,0270.05%
233TJX COS8725401091,275$195,8530.05%
234PEPSICOPEP1,350$193,7520.05%
235AUTOMATIC DATA PROCESSINGADP750$192,9220.05%
236APTARGROUPATR1,500$182,9400.05%
237VISAV500$175,3550.05%
238NVIDIA CORPNVDA940$175,3100.05%
239VERTEX PHARMACEUTICALSVRTX375$170,0100.05%
240APTARGROUPATR1,350$164,6460.04%
241VERTEX PHARMACEUTICALSVRTX360$163,2100.04%
242ELI LILLY & COLLY150$161,2020.04%
243AMERICAN EXPRESSAXP425$157,2290.04%
244ROCHE HLDG LTD ADR7711951043,000$154,7100.04%
245CANADIAN NATL RAILWAY1363751021,550$153,2170.04%
246XYLEM INCXYL1,125$153,2020.04%
247SCHNEIDER ELEC SA ADR80687P1062,750$151,0700.04%
248VISAV430$150,8050.04%
249DANAHER CORP235851102645$147,6530.04%
250ROCKWELL AUTOMATIONROK375$145,9010.04%
251XYLEM INCXYL1,050$142,9890.04%
252ABBOTT LABSABLZF1,125$140,9510.04%
253VISAV400$140,2840.04%
254PROCTER & GAMBLE742718109974$139,5840.04%
255BROADCOM INCAVGO400$138,4400.04%
256MCCORMICK & COMKC-V2,000$136,2200.04%
257FISERVFISV1,985$133,3320.04%
258CHARLES SCHWABSCHW-PJ1,325$132,3810.04%
259EXXON MOBILXOM1,050$126,3570.03%
260MERCKMRK1,200$126,3120.03%
261RTX CORPORATIONRTX680$124,7120.03%
262ELI LILLY & COLLY115$123,5880.03%
263UBER TECHNOLOGIES INCUBER1,475$120,5220.03%
264ADVANCED MICRO DEVICESAMD560$119,9300.03%
265CANADIAN NATL RAILWAY1363751021,200$118,6200.03%
266CANADIAN NATL RAILWAY1363751021,200$118,6200.03%
267APPLIED MATERIAL038222105450$115,6450.03%
268META PLATFORMS INCMETA175$115,5160.03%
269AMAZON.COMAMZN500$115,4100.03%
270AMERICAN EXPRESSAXP310$114,6840.03%
271CHEVRONCVX750$114,3070.03%
272ANALOG DEVICESADI420$113,9040.03%
273CARRIER GLOBALCARR2,115$111,7570.03%
274CISCO SYS INCCSCO1,450$111,6930.03%
275MCCORMICK & COMKC-V1,575$107,2730.03%
276EMERSON ELECTRICEMR800$106,1760.03%
277CISCO SYS INCCSCO1,375$105,9160.03%
278UBER TECHNOLOGIES INCUBER1,200$98,0520.03%
279APPLIED MATERIAL038222105380$97,6560.03%
280ABBOTT LABSABLZF779$97,6010.03%
281APPLEAAPL357$97,0540.03%
282MICROSOFTMSFT200$96,7240.03%
283ROCKWELL AUTOMATIONROK245$95,3220.03%
284HOME DEPOTHD270$92,9070.03%
285EMERSON ELECTRICEMR700$92,9040.03%
286VERTEX PHARMACEUTICALSVRTX200$90,6720.02%
287CHARLES SCHWABSCHW-PJ900$89,9190.02%
288TJX COS872540109585$89,8620.02%
289DANAHER CORP235851102390$89,2790.02%
290XYLEM INCXYL655$89,1980.02%
291HOME DEPOTHD255$87,7450.02%
292JOHNSON AND JOHNSONJNJ395$81,7450.02%
293FISERVFISV1,200$80,6040.02%
294ASML HOLDING NVASMLF75$80,2390.02%
295HOME DEPOTHD230$79,1430.02%
296EXXON MOBILXOM650$78,2210.02%
297PROCTER & GAMBLE742718109540$77,3870.02%
298BROADCOM INCAVGO215$74,4110.02%
299MASTERCARDMA130$74,2140.02%
300UBER TECHNOLOGIES INCUBER900$73,5390.02%
301AUTOMATIC DATA PROCESSINGADP280$72,0240.02%
302CARRIER GLOBALCARR1,300$68,6920.02%
303SCHNEIDER ELEC SA ADR80687P1061,235$67,8440.02%
304RELX PLCRLXXF1,675$67,7030.02%
305ELI LILLY & COLLY62$66,6300.02%
306MCCORMICK & COMKC-V970$66,0670.02%
307UNITEDHEALTH GROUPUNH200$66,0220.02%
308BROADCOM INCAVGO180$62,2980.02%
309META PLATFORMS INCMETA90$59,4080.02%
310RELX PLCRLXXF1,400$56,5880.02%
311AMERICAN EXPRESSAXP150$55,4920.02%
312AMERICAN EXPRESSAXP150$55,4920.02%
313APTARGROUPATR440$53,6620.01%
314INTELINTC1,400$51,6600.01%
315COCA COLAKO720$50,3350.01%
316CHARLES SCHWABSCHW-PJ490$48,9560.01%
317MERCKMRK450$47,3670.01%
318UNION PACIFICUNP200$46,2640.01%
319UNITEDHEALTH GROUPUNH140$46,2150.01%
320CARRIER GLOBALCARR800$42,2720.01%
321MCCORMICK & COMKC-V600$40,8660.01%
322BERKSHIRE HATHAWAY CL BBRK-A75$37,6990.01%
323UBER TECHNOLOGIES INCUBER460$37,5870.01%
324ABBVIEABBV150$34,2730.01%
325META PLATFORMS INCMETA50$33,0040.01%
326MCCORMICK & COMKC-V475$32,3520.01%
327ALPHABET INC CL AGOOG100$31,3000.01%
328NESTLE SA ADR641069406300$29,6340.01%
329NVIDIA CORPNVDA150$27,9750.01%
330APPLEAAPL100$27,1860.01%
331NESTLE SA ADR641069406250$24,6950.01%
332SALESFORCE.COMCRM93$24,6370.01%
333AMAZON.COMAMZN100$23,0820.01%
334CHEVRONCVX150$22,8610.01%
335MICROSOFTMSFT45$21,7630.01%
336ANALOG DEVICESADI80$21,6960.01%
337MASTERCARDMA35$19,9810.01%
338RTX CORPORATIONRTX105$19,2570.01%
339TJX COS872540109125$19,2010.01%
340CISCO SYS INCCSCO235$18,1020.00%
341APPLIED MATERIAL03822210570$17,9890.00%
342JOHNSON AND JOHNSONJNJ85$17,5910.00%
343ABBOTT LABSABLZF140$17,5410.00%
344RELX PLCRLXXF430$17,3810.00%
345ROCKWELL AUTOMATIONROK40$15,5630.00%
346CANADIAN NATL RAILWAY136375102150$14,8270.00%
347PROCTER & GAMBLE742718109100$14,3310.00%
348XYLEM INCXYL100$13,6180.00%
349ANALOG DEVICESADI50$13,5600.00%
350FISERVFISV200$13,4340.00%
351AUTOMATIC DATA PROCESSINGADP50$12,8610.00%
352DANAHER CORP23585110255$12,5910.00%
353SCHNEIDER ELEC SA ADR80687P106225$12,3600.00%
354APTARGROUPATR100$12,1960.00%
355HOME DEPOTHD35$12,0430.00%
356SALESFORCE.COMCRM45$11,9210.00%
357CHEVRONCVX75$11,4310.00%
358VERTEX PHARMACEUTICALSVRTX25$11,3340.00%
359PEPSICOPEP75$10,7640.00%
360ELI LILLY & COLLY10$10,7470.00%
361ADVANCED MICRO DEVICESAMD50$10,7080.00%
362APPLIED MATERIAL03822210540$10,2800.00%
363UNITEDHEALTH GROUPUNH30$9,9030.00%
364SALESFORCE.COMCRM30$7,9470.00%
365CANADIAN NATL RAILWAY13637510280$7,9080.00%
366UBER TECHNOLOGIES INCUBER95$7,7620.00%
367AMERICAN EXPRESSAXP20$7,3990.00%
368PEPSICOPEP50$7,1760.00%
369CHARLES SCHWABSCHW-PJ70$6,9940.00%
370FISERVFISV90$6,0450.00%
371CARRIER GLOBALCARR45$2,3780.00%