Puzo Michael J - Q22026 Holdings

Puzo Michael J holds 66 stocks with a total portfolio value of $ 387.89M as of Q22026. In Q22026, Puzo Michael J added 4 new positions, increased stakes in 13 stocks, reduced 36 holdings, and fully exited 5 positions. The largest holding is Advanced Micro Devices (AMD), representing 7.23% of the total portfolio.