First Long Island Investors, LLC: 13F holdings
CIK 14904292026Q2
| Positions | 73 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| APH AMPHENOL CORP NEW CL A | 445,193 | $78.5m | 5.6% |
| NVDA NVIDIA CORPORATION COM | 354,890 | $71.0m | 5.0% |
| AMZN AMAZON COM INC COM | 289,993 | $69.1m | 4.9% |
| MSFT MICROSOFT CORP COM | 160,492 | $59.9m | 4.2% |
| GOOGL ALPHABET INC CAP STK CL A | 165,391 | $59.1m | 4.2% |
| PH PARKER HANNIFIN CORP COM | 60,284 | $59.0m | 4.2% |
| LLY LILLY ELI & CO COM | 45,914 | $55.1m | 3.9% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD S | 98,125 | $46.9m | 3.3% |
| AVGO BROADCOM LTD SGD | 123,999 | $46.8m | 3.3% |
| V VISA INC COM CL A | 135,745 | $46.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1490429")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.