account_balance
Investment manager · 13F filer · SEC CIK 1490429
First Long Island Investors, LLC
Reported value$1.41Bas of Jun 30, 2026
Positions73 10 new, 7 sold out
Top 10 weight42.0%APH alone is 6%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
APHAmphenol Corp
5.6%Added +23%
NVDANVIDIA Corp
5.0%Added +3%
AMZNAmazon.com Inc
4.9%Added +6%
MSFTMicrosoft Corp
4.2%
GOOGLAlphabet Inc.
4.2%Trimmed −5%
PHParker-Hannifin Corp
4.2%
LLYELI Lilly & Co
3.9%Added +4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%Trimmed −16%
AVGOBroadcom Inc.
3.3%Added +4%
VVisa Inc.
3.3%Trimmed −5%
AAPLApple Inc.
3.1%Added +32%
JPMJPMorgan Chase & Co
2.7%
APHAmphenol Corp
5.6%+23%
NVDANVIDIA Corp
5.0%
AMZNAmazon.com Inc
4.9%
MSFTMicrosoft Corp
4.2%
GOOGLAlphabet Inc.
4.2%−5%
PHParker-Hannifin Corp
4.2%
LLYELI Lilly & Co
3.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.3%
AVGOBroadcom Inc.
3.3%
VVisa Inc.
3.3%
AAPLApple Inc.
3.1%
JPMJPMorgan Chase & Co
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
APH Amphenol Corp 5.6% Added +23%NVDA NVIDIA Corp 5.0% Added +3%AMZN Amazon.com Inc 4.9% Added +6%MSFT Microsoft Corp 4.2% HeldGOOGL Alphabet Inc. 4.2% Trimmed −5%PH Parker-Hannifin Corp 4.2% HeldLLY ELI Lilly & Co 3.9% Added +4%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.3% Trimmed −16%AVGO Broadcom Inc. 3.3% Added +4%V Visa Inc. 3.3% Trimmed −5%AAPL Apple Inc. 3.1% Added +32%JPM JPMorgan Chase & Co 2.7% Held
What changed
Biggest moves since Mar 31, 2026
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