First Long Island Investors, LLC reported 65 positions worth $1.37B for the quarter ended Jun 30, 2026, up 14.2% on the prior quarter. It opened 8 new positions, added to 27, trimmed 21 and exited 6. Its largest holding is Amphenol Corp at 5.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +29.2K | – | $33.71M | 2.46% |
| GEV GE Vernova Inc. | +17.2K | +167.6% | $20.25M | 2.36% |
| APH Amphenol Corp | +168.9K | +23.4% | $14.89M | 5.72% |
| LMT Lockheed Martin Corp | +24.9K | – | $12.71M | 0.927% |
| HON Honeywell International Inc | +48.2K | – | $10.78M | 0.786% |
| HONA Honeywell Aerospace Inc. | +48.1K | – | $10.62M | 0.775% |
| AAPL Apple Inc. | +36.1K | +31.6% | $10.45M | 3.17% |
| ETN Eaton Corp plc | +10.9K | +19.8% | $4.65M | 2.05% |
| AMZN Amazon Com Inc | +15.2K | +5.5% | $3.62M | 5.04% |
| SNPS Synopsys Inc | +8,001 | +37.3% | $3.57M | 0.959% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTU Intuit Inc. | -31.9K | -100.0% | $13.78M | Exited |
| LOW Lowes Companies Inc | -60.9K | -39.0% | $13.43M | 1.53% |
| ABT Abbott Laboratories | -147.5K | -38.6% | $13.38M | 1.55% |
| ZTS Zoetis Inc. | -108.5K | -100.0% | $12.83M | Exited |
| SPOT Spotify Technology S.A. | -25.6K | -100.0% | $12.42M | Exited |
| BX Blackstone Inc. | -100.7K | -61.3% | $11.85M | 0.546% |
| PAYX Paychex Inc | -127.2K | -100.0% | $11.71M | Exited |
| COF Capital One Financial Corp | -58.7K | -100.0% | $10.70M | Exited |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -19.0K | -16.2% | $9.05M | 3.42% |
| GOOGL Alphabet Inc. | -8,805 | -5.1% | $3.15M | 4.31% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +29.2K | $33.71M | 2.46% |
| LMT Lockheed Martin Corp | +24.9K | $12.71M | 0.927% |
| HON Honeywell International Inc | +48.2K | $10.78M | 0.786% |
| HONA Honeywell Aerospace Inc. | +48.1K | $10.62M | 0.775% |
| SPHR Sphere Entertainment Co. | +1,754 | $303.50K | 0.022% |
| DELL Dell Technologies Inc. | +650 | $280.45K | 0.02% |
| ECL Ecolab Inc. | +851 | $237.10K | 0.017% |
| CTAS Cintas Corp | +1,249 | $212.43K | 0.015% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INTU Intuit Inc. | -31.9K | $13.78M | 1.15% |
| ZTS Zoetis Inc. | -108.5K | $12.83M | 1.07% |
| SPOT Spotify Technology S.A. | -25.6K | $12.42M | 1.03% |
| PAYX Paychex Inc | -127.2K | $11.71M | 0.975% |
| COF Capital One Financial Corp | -58.7K | $10.70M | 0.891% |
| COO Cooper Companies, Inc. | -2,818 | $201.49K | 0.017% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | APH Amphenol Corp | Industrials | 890.4K | $78.50M | 5.72% | +168.9K | +23.4% | Added | 0.04% |
| 2 | NVDA Nvidia Corp | Technology | 354.9K | $71.01M | 5.18% | +8,786 | +2.5% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 290.0K | $69.12M | 5.04% | +15.2K | +5.5% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 160.5K | $59.87M | 4.37% | +453 | +0.3% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 165.4K | $59.11M | 4.31% | -8,805 | -5.1% | Reduced | 0% |
| 6 | PH Parker-Hannifin Corp | Industrials | 60.3K | $58.96M | 4.3% | +244 | +0.4% | Added | 0.05% |
| 7 | LLY ELI LILLY & Co | Healthcare | 45.9K | $55.07M | 4.02% | +1,839 | +4.2% | Added | 0% |
| 8 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 98.1K | $46.86M | 3.42% | -19.0K | -16.2% | Reduced | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 124.0K | $46.84M | 3.42% | +4,687 | +3.9% | Added | 0% |
| 10 | V Visa Inc. | Financial Services | 135.7K | $46.57M | 3.4% | -7,305 | -5.1% | Reduced | 0.01% |
| 11 | AAPL Apple Inc. | Technology | 150.4K | $43.51M | 3.17% | +36.1K | +31.6% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 116.4K | $38.09M | 2.78% | +48 | +0.0% | Added | 0% |
| 13 | MU Micron Technology Inc | Technology | 29.2K | $33.71M | 2.46% | +29.2K | – | New | 0% |
| 14 | GEV GE Vernova Inc. | Industrials | 27.5K | $32.34M | 2.36% | +17.2K | +167.6% | Added | 0.01% |
| 15 | MA Mastercard Inc | Financial Services | 60.3K | $30.97M | 2.26% | -5,048 | -7.7% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at First Long Island Investors.
As of its Q2 2026 13F filing, First Long Island Investors, LLC’s five largest positions were Amphenol Corp (APH) at 5.7%, Nvidia Corp (NVDA) at 5.2%, Amazon Com Inc (AMZN) at 5.0%, Microsoft Corp (MSFT) at 4.4%, Alphabet Inc. (GOOGL) at 4.3% of the reported portfolio.
First Long Island Investors, LLC reported a 13F portfolio worth $1.37B across 65 positions for Q2 2026. That is up 14.2% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($33.71M), GE Vernova Inc. ($20.25M), Amphenol Corp ($14.89M). It opened 8 new positions.
Its largest sales by value were Intuit Inc. ($13.78M), Lowes Companies Inc ($13.43M), Abbott Laboratories ($13.38M). It exited 6 positions entirely.
From the Form 13F-HR reports First Long Island Investors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.