13F HOLDINGS REPORT
First Long Island Investors, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001490429-25-000004
Total Value
$1.27B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | MSFT | 159,863 | $79.5M | 6.24% |
| 2 | AMAZON COM INC COM | AMZN | 289,848 | $63.6M | 4.99% |
| 3 | AUTOMATIC DATA PROCESSING INC | ADP | 198,748 | $61.3M | 4.81% |
| 4 | NVIDIA CORPORATION COM | NVDA | 373,492 | $59.0M | 4.63% |
| 5 | ABBOTT LABS COM | ABLZF | 425,620 | $57.9M | 4.54% |
| 6 | PARKER HANNIFIN CORP COM | PH | 60,332 | $42.1M | 3.31% |
| 7 | MASTERCARD INCORPORATED CL A | MA | 68,587 | $38.5M | 3.03% |
| 8 | VISA INC COM CL A | V | 101,748 | $36.1M | 2.84% |
| 9 | LOWES COS INC COM | 548661107 | 157,362 | $34.9M | 2.74% |
| 10 | META PLATFORMS INC CL A | META | 47,057 | $34.7M | 2.73% |
| 11 | ZOETIS INC CL A | ZTS | 220,971 | $34.5M | 2.70% |
| 12 | JPMORGAN CHASE & CO COM | VYLD | 118,124 | $34.2M | 2.69% |
| 13 | ALPHABET INC CAP STK CL A | GOOG | 191,204 | $33.7M | 2.64% |
| 14 | BROADCOM LTD SGD | AVGO | 115,503 | $31.8M | 2.50% |
| 15 | PHILIP MORRIS INTL INC COM | 718172109 | 161,173 | $29.4M | 2.30% |
| 16 | QUALCOMM INC COM | QCOM | 183,977 | $29.3M | 2.30% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD S | 874039100 | 118,323 | $26.8M | 2.10% |
| 18 | AMPHENOL CORP NEW CL A | 032095101 | 252,841 | $25.0M | 1.96% |
| 19 | BLACKSTONE INC | BX | 164,061 | $24.5M | 1.93% |
| 20 | BLACKROCK INC COM | BLK | 21,772 | $22.8M | 1.79% |
| 21 | ABBVIE INC COM | ABBV | 119,496 | $22.2M | 1.74% |
| 22 | LILLY ELI & CO COM | LLY | 28,395 | $22.1M | 1.74% |
| 23 | ACCENTURE PLC IRELAND SHS CLAS | ACN | 73,641 | $22.0M | 1.73% |
| 24 | WILLIAMS SONOMA INC COM | WSM | 132,263 | $21.6M | 1.70% |
| 25 | FASTENAL CO COM | FAST | 506,419 | $21.3M | 1.67% |
| 26 | AMGEN INC COM | AMGN | 70,955 | $19.8M | 1.56% |
| 27 | CDN NATL RAILWAY CO CAD | 136375102 | 187,228 | $19.5M | 1.53% |
| 28 | EATON CORP PLC SHS | ETN | 54,507 | $19.5M | 1.53% |
| 29 | ADOBE INC COM | ADBE | 47,333 | $18.3M | 1.44% |
| 30 | JOHNSON & JOHNSON COM | JNJ | 114,607 | $17.5M | 1.37% |
| 31 | UBER TECHNOLOGIES INC | UBER | 186,407 | $17.4M | 1.37% |
| 32 | MONDELEZ INTERNATIONAL INC | 609207105 | 250,163 | $16.9M | 1.32% |
| 33 | UNITEDHEALTH GROUP INC COM | UNH | 53,768 | $16.8M | 1.32% |
| 34 | APPLE INC COM | AAPL | 76,548 | $15.7M | 1.23% |
| 35 | HOME DEPOT INC COM | HD | 41,783 | $15.3M | 1.20% |
| 36 | MCDONALDS CORP COM | MCD | 51,421 | $15.0M | 1.18% |
| 37 | DISNEY WALT CO COM DISNEY | 254687106 | 119,913 | $14.9M | 1.17% |
| 38 | US BANCORP DEL COM NEW | USB-PS | 323,622 | $14.6M | 1.15% |
| 39 | PEPSICO INC COM | PEP | 107,334 | $14.2M | 1.11% |
| 40 | CHEVRON CORP NEW COM | CVX | 97,050 | $13.9M | 1.09% |
| 41 | ILLINOIS TOOL WKS INC COM | 452308109 | 55,831 | $13.8M | 1.08% |
| 42 | NETFLIX INC COM | NFLX | 9,616 | $12.9M | 1.01% |
| 43 | INTUIT COM | INTU | 15,304 | $12.1M | 0.95% |
| 44 | PAYCHEX INC | PAYX | 80,422 | $11.7M | 0.92% |
| 45 | CADENCE DESIGN SYS INC | CDNS | 36,512 | $11.3M | 0.88% |
| 46 | ALPHABET INC CAP STK CL C | GOOG | 63,268 | $11.2M | 0.88% |
| 47 | MSCI ORD SHS | MSCI | 17,477 | $10.1M | 0.79% |
| 48 | SYNOPSYS INC | SNPS | 18,981 | $9.7M | 0.76% |
| 49 | AIRBNB INC CL A | ABNB | 49,210 | $6.5M | 0.51% |
| 50 | INTUITIVE SURGICAL INC | ISRG | 11,600 | $6.3M | 0.49% |
| 51 | WORKDAY INC CL A | WDAY | 26,100 | $6.3M | 0.49% |
| 52 | INVESCO QQQ TR UNIT SER 1 | IVZ | 875 | $482,685 | 0.04% |
| 53 | THERMO FISHER SCIENTIFIC INC C | TMO | 892 | $361,670 | 0.03% |
| 54 | STRYKER CORPORATION COM | SYK | 880 | $348,154 | 0.03% |
| 55 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 1,700 | $311,899 | 0.02% |
| 56 | MERCK & CO. INC COM | MRK | 3,682 | $291,467 | 0.02% |
| 57 | ASTRAZENECA PLC SPON ADR | AZN | 3,841 | $268,409 | 0.02% |
| 58 | TEXAS INSTRS INC COM | 882508104 | 1,271 | $263,885 | 0.02% |
| 59 | SELECT SECTOR SPDR TR SBI HEAL | 81369Y209 | 1,880 | $253,405 | 0.02% |
| 60 | VANGUARD INDEX FDS MID CAP ETF | 922908629 | 890 | $249,049 | 0.02% |
| 61 | SCHWAB CHARLES CORP NEW COM | SCHW-PJ | 2,642 | $241,056 | 0.02% |
| 62 | INVESCO EXCHANGE TRADED FD TR | IVZ | 5,500 | $232,485 | 0.02% |
| 63 | AUTODESK INC COM | ADSK | 698 | $216,080 | 0.02% |
| 64 | PAN AMER SILVER CORP | 697900108 | 7,381 | $209,620 | 0.02% |
| 65 | AGNICO EAGLE MINES LTD COM | AEM | 1,729 | $205,630 | 0.02% |