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

Institutional Manager · CIK 0001053914

PUZO MICHAEL J

BOSTON, MA · File #028-06165

Latest AUM
$367.3M
Positions
371
Top-10 Concentration
37.0%
Filings
12

Sector Allocation

Technology
28.6%$105.2M
Healthcare
13.2%$48.3M
Industrials
10.4%$38.3M
Financials
5.6%$20.6M
Energy
3.2%$11.6M
Materials
0.2%$733,319

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INC CL AGOOG41,521$13.0M5.71%
2APPLEAAPL40,560$11.0M4.85%
3NVIDIA CORPNVDA54,225$10.1M4.45%
4MICROSOFTMSFT17,737$8.6M3.77%
5MASTERCARDMA13,419$7.7M3.37%
6ANALOG DEVICESADI27,007$7.3M3.22%
7BERKSHIRE HATHAWAY CL ABRK-A9$6.8M2.99%
8RTX CORPORATIONRTX36,761$6.7M2.96%
9JOHNSON AND JOHNSONJNJ31,667$6.6M2.88%
10AMAZON.COMAMZN27,615$6.4M2.80%
11ABBOTT LABSABLZF49,682$6.2M2.74%
12TJX COS87254010939,144$6.0M2.64%
13ADVANCED MICRO DEVICESAMD26,768$5.7M2.52%
14DANAHER CORP23585110223,947$5.5M2.41%
15ROCKWELL AUTOMATIONROK14,002$5.4M2.40%
16ALPHABET INC CL AGOOG17,040$5.3M2.35%
17PROCTER & GAMBLE74271810935,160$5.0M2.22%
18AUTOMATIC DATA PROCESSINGADP19,163$4.9M2.17%
19SCHNEIDER ELEC SA ADR80687P10687,520$4.8M2.11%
20NVIDIA CORPNVDA25,480$4.8M2.09%