First Long Island Investors, LLC
CIK 1490429 · Holdings on Jun 30, 2025 · First reported Aug 12, 2025
Top ten holdings
Q2 2025- MSFT6.24%
- AMZN4.99%
- ADP4.81%
- NVDA4.63%
- ABT4.54%
- PH3.31%
- MA3.03%
- V2.84%
- LOW2.74%
- META2.73%
Share classes counted separately39.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVGOWeight increased · +1.45 pp1.05% → 2.50%Shares +39.39K (+51.74%)
- MSFTWeight increased · +1.29 pp4.95% → 6.24%Shares -316 (-0.20%)
- NVDAWeight increased · +1.18 pp3.45% → 4.63%Shares -12.46K (-3.23%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $79.52M | 6.24% | 159.86K shares | 4.95% → 6.24%+1.29 pp -316 (-0.20%) | Reduced | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $63.59M | 4.99% | 289.85K shares | 4.53% → 4.99%+0.46 pp +1.15K (+0.40%) | Added | ↗▾ |
| 03 | ADPAUTOMATIC DATA PROCESSING View history and evidence | $61.29M | 4.81% | 198.75K shares | 5.02% → 4.81%-0.21 pp -565 (-0.28%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $59.01M | 4.63% | 373.49K shares | 3.45% → 4.63%+1.18 pp -12.46K (-3.23%) | Reduced | ↗▾ |
| 05 | ABTABBOTT LABORATORIES View history and evidence | $57.89M | 4.54% | 425.62K shares | 4.67% → 4.54%-0.13 pp -1.20K (-0.28%) | Reduced | ↗▾ |
| 06 | PHPARKER HANNIFIN CORP View history and evidence | $42.14M | 3.31% | 60.33K shares | 3.04% → 3.31%+0.27 pp -386 (-0.64%) | Reduced | ↗▾ |
| 07 | MAMASTERCARD INC - A View history and evidence | $38.54M | 3.03% | 68.59K shares | 3.08% → 3.03%-0.05 pp +479 (+0.70%) | Added | ↗▾ |
| 08 | VVISA INC-CLASS A SHARES View history and evidence | $36.13M | 2.84% | 101.75K shares | 2.94% → 2.84%-0.10 pp +92 (+0.09%) | Added | ↗▾ |
| 09 | LOWLOWE'S COS INC View history and evidence | $34.91M | 2.74% | 157.36K shares | 3.04% → 2.74%-0.30 pp -679 (-0.43%) | Reduced | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS A View history and evidence | $34.73M | 2.73% | 47.06K shares | 2.23% → 2.73%+0.50 pp +155 (+0.33%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| STZ CONSTELLATION BRANDS INC-A | Non-derivative | -50,815 | -$9.33M | SEC filing ↗ | SEC filing ↗ |
| CMCSA COMCAST CORP-CLASS A | Non-derivative | -13,510 | -$498.52K | SEC filing ↗ | SEC filing ↗ |
| UPS UNITED PARCEL SERVICE-CL B | Non-derivative | -3,293 | -$362.20K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1490429 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1273970946
}Research all 65 reported holdings.
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