First Long Island Investors
JERICHO, NYfiles as First Long Island Investors, LLC
$1.4bn in 73 US stocks at the end of 30 June 2026. The top 10 are 42.0% of the money. It changed about 13.6% of the portfolio this quarter.
Value
$1.4bn
Stocks
73
Top 10 share
42.0%
Turnover
13.6%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU2.4% of the fund
- Lockheed MartinLMT0.9% of the fund
- Honeywell InternationalHON0.8% of the fund
- Honeywell AerospaceHONA0.8% of the fund
- Madison Square Garden SportsMSGS<0.1% of the fund
- Sphere EntertainmentSPHR<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- Ishares TRIJT<0.1% of the fund
- EcolabECL<0.1% of the fund
- CintasCTAS<0.1% of the fund
Added
Bought more of a stock they already held.
- AmphenolAPH5.6% of the fund+23%
- NvidiaNVDA5.0% of the fund+3%
- Amazon.comAMZN4.9% of the fund+6%
- Eli LillyLLY3.9% of the fund+4%
- BroadcomAVGO3.3% of the fund+4%
- AppleAAPL3.1% of the fund+32%
- GE VernovaGEV2.3% of the fund+168%
- EatonETN2.0% of the fund+20%
- Automatic Data ProcessingADP1.9% of the fund+10%
- UnitedHealth GroupUNH1.7% of the fund+12%
- Fair IsaacFICO1.5% of the fund+12%
- London Stock Exchange GroupLSEGY1.3% of the fund+44%
- SynopsysSNPS0.9% of the fund+37%
- Cadence Design SystemsCDNS0.7% of the fund+50%
- Charles SchwabSCHW0.3% of the fund+613%
- TJX CompaniesTJX0.1% of the fund+814%
- StrykerSYK<0.1% of the fund+38%
- Motorola SolutionsMSI<0.1% of the fund+31%
Cut
Sold some of their stake.
- AlphabetGOOGL4.2% of the fund-5%
- Taiwan Semiconductor ManufacturingTSM3.3% of the fund-16%
- VisaV3.3% of the fund-5%
- MastercardMA2.2% of the fund-8%
- Abbott LaboratoriesABT1.5% of the fund-39%
- Lowe's CompaniesLOW1.5% of the fund-39%
- AlphabetGOOG1.3% of the fund-8%
- BlackstoneBX0.5% of the fund-61%
- NetflixNFLX0.4% of the fund-13%
Sold out
Sold their entire stake.
- IntuitINTU-100%
- ZoetisZTS-100%
- Spotify TechnologySPOT-100%
- PaychexPAYX-100%
- Capital One FinancialCOF-100%
- Iqvia HoldingsIQV-100%
- Cooper CompaniesCOO-100%
Holdings
- London Stock Exchange GroupLSEGY
- Share
- 1.3%
- Value
- $19m
- Shares
- 698,230
+44%
- Canadian National RailwayCNI
- Share
- 1.3%
- Value
- $18m
- Shares
- 150,974
Held
- Honeywell AerospaceHONA
- Share
- 0.8%
- Value
- $11m
- Shares
- 48,057
New
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $644,350
- Shares
- 875
Held
- PAN American SilverPAAS
- Share
- <0.1%
- Value
- $330,595
- Shares
- 7,381
Held
- Invesco Exchange Traded FD TPRF
- Share
- <0.1%
- Value
- $297,165
- Shares
- 5,500
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $286,829
- Shares
- 3,560
Held
- Agnico Eagle MinesAEM
- Share
- <0.1%
- Value
- $268,220
- Shares
- 1,729
Held
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $250,524
- Shares
- 1,579
Held
- Ishares TRIJT
- Share
- <0.1%
- Value
- $239,324
- Shares
- 1,340
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AmphenolAPH | 5.6% | $78m | 445,193 | +23% |
| NvidiaNVDA | 5.0% | $71m | 354,890 | +3% |
| Amazon.comAMZN | 4.9% | $69m | 289,993 | +6% |
| MicrosoftMSFT | 4.2% | $60m | 160,492 | Held |
| AlphabetGOOGL | 4.2% | $59m | 165,391 | -5% |
| Parker-HannifinPH | 4.2% | $59m | 60,284 | Held |
| Eli LillyLLY | 3.9% | $55m | 45,914 | +4% |
| Taiwan Semiconductor ManufacturingTSM | 3.3% | $47m | 98,125 | -16% |
| BroadcomAVGO | 3.3% | $47m | 123,999 | +4% |
| VisaV | 3.3% | $47m | 135,745 | -5% |
| AppleAAPL | 3.1% | $44m | 150,353 | +32% |
| JPMorgan ChaseJPM | 2.7% | $38m | 116,356 | Held |
| Micron TechnologyMU | 2.4% | $34m | 29,207 | New |
| GE VernovaGEV | 2.3% | $32m | 27,523 | +168% |
| MastercardMA | 2.2% | $31m | 60,309 | -8% |
| Williams SonomaWSM | 2.2% | $30m | 130,525 | Held |
| AbbVieABBV | 2.1% | $30m | 118,244 | Held |
| Philip Morris InternationalPM | 2.0% | $29m | 159,442 | Held |
| Johnson & JohnsonJNJ | 2.0% | $28m | 112,030 | Held |
| EatonETN | 2.0% | $28m | 65,924 | +20% |
| Meta PlatformsMETA | 2.0% | $28m | 48,898 | Held |
| Automatic Data ProcessingADP | 1.9% | $27m | 121,048 | +10% |
| AmgenAMGN | 1.8% | $25m | 69,904 | Held |
| UnitedHealth GroupUNH | 1.7% | $25m | 58,973 | +12% |
| QualcommQCOM | 1.7% | $24m | 132,517 | Held |
| FastenalFAST | 1.7% | $24m | 500,113 | Held |
| Abbott LaboratoriesABT | 1.5% | $21m | 234,505 | -39% |
| Lowe's CompaniesLOW | 1.5% | $21m | 95,106 | -39% |
| Fair IsaacFICO | 1.5% | $21m | 17,465 | +12% |
| BlackRockBLK | 1.5% | $21m | 21,450 | Held |
| Uber TechnologiesUBER | 1.5% | $21m | 284,137 | Held |
| US BancorpUSB | 1.4% | $19m | 318,034 | Held |
| London Stock Exchange GroupLSEGY | 1.3% | $19m | 698,230 | +44% |
| AlphabetGOOG | 1.3% | $19m | 53,293 | -8% |
| Canadian National RailwayCNI | 1.3% | $18m | 150,974 | Held |
| NextEra EnergyNEE | 1.2% | $16m | 187,408 | Held |
| Illinois Tool WorksITW | 1.1% | $15m | 54,901 | Held |
| Home DepotHD | 1.0% | $15m | 41,359 | Held |
| PepsiCoPEP | 1.0% | $14m | 104,861 | Held |
| McDonald'sMCD | 1.0% | $14m | 50,947 | Held |
| SynopsysSNPS | 0.9% | $13m | 29,476 | +37% |
| Lockheed MartinLMT | 0.9% | $13m | 24,948 | New |
| Honeywell InternationalHON | 0.8% | $11m | 48,156 | New |
| Honeywell AerospaceHONA | 0.8% | $11m | 48,057 | New |
| Cadence Design SystemsCDNS | 0.7% | $9m | 24,505 | +50% |
| BlackstoneBX | 0.5% | $7m | 63,585 | -61% |
| NetflixNFLX | 0.4% | $6m | 84,008 | -13% |
| Intuitive SurgicalISRG | 0.3% | $5m | 11,750 | Held |
| Charles SchwabSCHW | 0.3% | $4m | 42,429 | +613% |
| TJX CompaniesTJX | 0.1% | $2m | 12,007 | +814% |
| Invesco QQQ TRQQQ | <0.1% | $644,350 | 875 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $527,330 | 691 | Held |
| CaterpillarCAT | <0.1% | $504,763 | 474 | Held |
| Madison Square Garden SportsMSGS | <0.1% | $464,527 | 1,156 | New |
| Thermo Fisher ScientificTMO | <0.1% | $445,208 | 888 | Held |
| Bank of New York MellonBNY | <0.1% | $384,952 | 2,662 | Held |
| StrykerSYK | <0.1% | $383,160 | 1,217 | +38% |
| Texas InstrumentsTXN | <0.1% | $378,847 | 1,271 | Held |
| AstrazenecaAZN | <0.1% | $364,070 | 1,920 | Held |
| Goldman Sachs GroupGS | <0.1% | $359,036 | 355 | Held |
| MerckMRK | <0.1% | $342,581 | 2,666 | Held |
| PAN American SilverPAAS | <0.1% | $330,595 | 7,381 | Held |
| Sphere EntertainmentSPHR | <0.1% | $303,495 | 1,754 | New |
| Invesco Exchange Traded FD TPRF | <0.1% | $297,165 | 5,500 | Held |
| Vanguard Index FDSVO | <0.1% | $286,829 | 3,560 | Held |
| Dell TechnologiesDELL | <0.1% | $280,449 | 650 | New |
| Agnico Eagle MinesAEM | <0.1% | $268,220 | 1,729 | Held |
| Motorola SolutionsMSI | <0.1% | $265,786 | 640 | +31% |
| Select Sector Spdr TRXLV | <0.1% | $250,524 | 1,579 | Held |
| Ishares TRIJT | <0.1% | $239,324 | 1,340 | New |
| EcolabECL | <0.1% | $237,097 | 851 | New |
| CintasCTAS | <0.1% | $212,430 | 1,249 | New |
| Intercontinental ExchangeICE | <0.1% | $209,287 | 1,700 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.7% since 30 June 2025.
Where the money is
Technology31.9%
Industrials18.3%
Health care13.5%
Financial services11.9%
Retail & consumer10.7%
Media & telecom7.9%
Everyday goods3.1%
Utilities1.2%
Materials0.1%
Other1.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.