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 $1.41B across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APH ($78.5M, 5.57%), NVDA ($71.0M, 5.03%), AMZN ($69.1M, 4.90%), MSFT ($59.9M, 4.24%), GOOGL ($59.1M, 4.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW CL A | $78.5M | 5.57% | 445,193 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $71.0M | 5.03% | 354,890 | Added |
| 3 | AMZN | AMAZON COM INC COM | $69.1M | 4.90% | 289,993 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $59.9M | 4.24% | 160,492 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $59.1M | 4.19% | 165,391 | Trimmed |
| 6 | PH | PARKER HANNIFIN CORP COM | $59.0M | 4.18% | 60,284 | Added |
| 7 | LLY | LILLY ELI & CO COM | $55.1M | 3.90% | 45,914 | Added |
| 8 | AVGO | BROADCOM LTD SGD | $46.8M | 3.32% | 123,999 | Added |
| 9 | TSM | TAIWAN SEMICONDUCTOR MFG LTD S | $46.9M | 3.32% | 98,125 | Trimmed |
| 10 | V | VISA INC COM CL A | $46.6M | 3.30% | 135,745 | Trimmed |
| 11 | AAPL | APPLE INC COM | $43.5M | 3.08% | 150,353 | Added |
| 12 | JPM | JPMORGAN CHASE & CO COM | $38.1M | 2.70% | 116,356 | Added |
| 13 | MU | MICRON TECHNOLOGY INC COM | $33.7M | 2.39% | 29,207 | New |
| 14 | GEV | GE VERNOVA LLC COM | $32.3M | 2.29% | 27,523 | Added |
| 15 | MA | MASTERCARD INCORPORATED CL A | $31.0M | 2.20% | 60,309 | Trimmed |
| 16 | WSM | WILLIAMS SONOMA INC COM | $30.4M | 2.16% | 130,525 | Trimmed |
| 17 | ABBV | ABBVIE INC COM | $29.8M | 2.11% | 118,244 | Trimmed |
| 18 | PM | PHILIP MORRIS INTL INC COM | $28.8M | 2.05% | 159,442 | Added |
| 19 | JNJ | JOHNSON & JOHNSON COM | $28.5M | 2.02% | 112,030 | Trimmed |
| 20 | ETN | EATON CORP PLC SHS | $28.1M | 1.99% | 65,924 | Added |
| 21 | META | META PLATFORMS INC CL A | $27.5M | 1.95% | 48,898 | Added |
| 22 | ADP | AUTOMATIC DATA PROCESSING INC | $27.1M | 1.92% | 121,048 | Added |
| 23 | AMGN | AMGEN INC COM | $25.3M | 1.79% | 69,904 | Trimmed |
| 24 | QCOM | QUALCOMM INC COM | $24.5M | 1.74% | 132,517 | Trimmed |
| 25 | UNH | UNITEDHEALTH GROUP INC COM | $24.5M | 1.74% | 58,973 | Added |
Source: SEC Form 13F filings · as of 2026-06-30