Michael J Puzo - Portfolio overview

Michael J Puzo has 75 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY CL A, 14.67%
2. LLY - ELI LILLY & CO, 8.73%
3. PG - PROCTER & GAMBLE, 4.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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