Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Long Island Investors, LLC (CIK 1490429) reported $1.23B across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($60.4M, 4.90%), MSFT ($59.2M, 4.81%), AMZN ($57.2M, 4.64%), PH ($53.8M, 4.36%), GOOGL ($50.1M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $60.4M | 4.90% | 346,104 | Trimmed |
| 2 | MSFT | MICROSOFT CORP COM | $59.2M | 4.81% | 160,039 | Trimmed |
| 3 | AMZN | AMAZON COM INC COM | $57.2M | 4.64% | 274,786 | Trimmed |
| 4 | PH | PARKER HANNIFIN CORP COM | $53.8M | 4.36% | 60,040 | Trimmed |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $50.1M | 4.06% | 174,196 | Trimmed |
| 6 | APH | AMPHENOL CORP NEW CL A | $45.6M | 3.70% | 360,767 | Added |
| 7 | V | VISA INC COM CL A | $43.2M | 3.51% | 143,050 | Added |
| 8 | LLY | LILLY ELI & CO COM | $40.5M | 3.29% | 44,075 | Trimmed |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD S | $39.6M | 3.21% | 117,078 | Trimmed |
| 10 | ABT | ABBOTT LABS COM | $39.2M | 3.18% | 381,973 | Trimmed |
| 11 | AVGO | BROADCOM LTD SGD | $36.9M | 3.00% | 119,312 | Trimmed |
| 12 | LOW | LOWES COS INC COM | $36.9M | 2.99% | 156,029 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO COM | $34.2M | 2.78% | 116,308 | Trimmed |
| 14 | MA | MASTERCARD INCORPORATED CL A | $32.7M | 2.65% | 65,357 | Trimmed |
| 15 | AAPL | APPLE INC COM | $29.0M | 2.35% | 114,242 | Added |
| 16 | META | META PLATFORMS INC CL A | $27.8M | 2.26% | 48,628 | Added |
| 17 | JNJ | JOHNSON & JOHNSON COM | $27.4M | 2.23% | 112,213 | Trimmed |
| 18 | PM | PHILIP MORRIS INTL INC COM | $26.3M | 2.14% | 159,206 | Trimmed |
| 19 | ABBV | ABBVIE INC COM | $25.7M | 2.09% | 118,369 | Trimmed |
| 20 | AMGN | AMGEN INC COM | $24.6M | 2.00% | 69,987 | Trimmed |
| 21 | WSM | WILLIAMS SONOMA INC COM | $23.8M | 1.93% | 130,608 | Trimmed |
| 22 | FAST | FASTENAL CO COM | $23.2M | 1.88% | 500,240 | Trimmed |
| 23 | ADP | AUTOMATIC DATA PROCESSING INC | $22.3M | 1.81% | 109,717 | Trimmed |
| 24 | BLK | BLACKROCK INC COM | $20.6M | 1.68% | 21,467 | Trimmed |
| 25 | UBER | UBER TECHNOLOGIES INC | $20.3M | 1.65% | 281,940 | Added |
Source: SEC Form 13F filings · as of 2026-03-31