Puzo Michael J filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 374.8 M reflecting a -3.38% change from the prior quarter, spanning 65 assets. The top 10 holdings comprised 48.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Puzo Michael J submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.
In the Q3 2026 filing, Puzo Michael J reported a managed portfolio value of 374.8 M, consisting of 368 individual positions.
This page displays the raw filing documents. To see which stocks Puzo Michael J bought or sold during Q3 2026, please visit Puzo Michael J's Portfolio Analysis page.