2026 Q1 Portfolio Activity
In 2026 Q1, First Long Island Investors, LLC maintained a portfolio of 79 distinct positions. The most significant new addition was LONDON STOCK EXCHANGE GROUP SP, now representing 1.17% of the total fund value. They heavily accumulated shares in AMPHENOL CORP NEW CL A, increasing the position by 40.7%. The fund also reduced its exposure to AUTOMATIC DATA PROCESSING INC by 42.9%.
Position History
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Total Positions
79
Quarter
2026 Q1
Top Holding
NVDA (4.9%)
Top 10 Concentration
39.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 79
First Long Island Investors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.90% | 4.75% |
#1
2
Prev: #3
|
4.5 |
—
|
-993 | -0.3% |
P
S
|
346,104 | $60,360,538 |
$98.83
+97.9%
|
2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MSFT
MICROSOFT CORP ...
|
Technology | 4.81% | 5.71% |
#2
1
Prev: #1
|
3.9 |
—
|
-920 | -0.6% |
P
S
|
160,039 | $59,241,637 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 4.64% | 4.86% |
#3
1
Prev: #2
|
3.4 |
—
|
-12,158 | -4.2% |
P
S
|
274,786 | $57,229,680 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PH
PARKER HANNIFIN...
|
Industrials | 4.36% | 3.90% |
#4
2
Prev: #6
|
2.7 |
—
|
-484 | -0.8% |
P
S
|
60,040 | $53,750,210 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 4.06% | 4.20% |
#5
1
Prev: #4
|
2.6 |
—
|
-8,581 | -4.7% |
P
S
|
174,196 | $50,091,802 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APH
AMPHENOL CORP N...
|
Technology | 3.70% | 2.54% |
#6
9
Prev: #15
|
4.0 |
—
|
104,364 | 40.7% |
P
S
|
360,767 | $45,582,910 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC COM CL...
|
Financial Services | 3.51% | 2.67% |
#7
6
Prev: #13
|
3.9 |
—
|
39,234 | 37.8% |
P
S
|
143,050 | $43,235,432 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
LILLY ELI & CO ...
|
Healthcare | 3.29% | 3.49% |
#8
Prev: #8
|
1.8 |
—
|
-153 | -0.3% |
P
S
|
44,075 | $40,538,863 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 3.21% | 2.63% |
#9
5
Prev: #14
|
1.8 |
—
|
-1,005 | -0.9% |
P
S
|
117,078 | $39,566,510 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABT
ABBOTT LABS COM
|
Healthcare | 3.18% | 3.92% |
#10
5
Prev: #5
|
1.8 |
—
|
-44,024 | -10.3% |
P
S
|
381,973 | $39,217,168 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM LTD SG...
|
Technology | 3.00% | 3.04% |
#11
2
Prev: #9
|
1.7 |
—
|
-323 | -0.3% |
P
S
|
119,312 | $36,928,257 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LOW
LOWES COS INC C...
|
Consumer Cyclical | 2.99% | 2.78% |
#12
2
Prev: #10
|
1.7 |
—
|
-1,344 | -0.9% |
P
S
|
156,029 | $36,866,532 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.78% | 2.78% |
#13
2
Prev: #11
|
1.6 |
—
|
-1,119 | -1.0% |
P
S
|
116,308 | $34,213,161 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.65% | 2.74% |
#14
2
Prev: #12
|
1.6 |
—
|
-137 | -0.2% |
P
S
|
65,357 | $32,656,279 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC COM
|
Technology | 2.35% | 1.44% |
#15
11
Prev: #26
|
3.9 |
—
|
42,140 | 58.4% |
P
S
|
114,242 | $28,993,477 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.26% | 2.29% |
#16
Prev: #16
|
1.4 |
—
|
1,307 | 2.8% |
P
S
|
48,628 | $27,821,538 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.23% | 1.73% |
#17
3
Prev: #20
|
1.4 |
—
|
-1,743 | -1.5% |
P
S
|
112,213 | $27,429,346 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 2.14% | 1.90% |
#18
Prev: #18
|
1.4 |
—
|
-1,922 | -1.2% |
P
S
|
159,206 | $26,323,120 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 2.09% | 2.01% |
#19
2
Prev: #17
|
1.3 |
—
|
-1,332 | -1.1% |
P
S
|
118,369 | $25,744,074 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMGN
AMGEN INC COM
|
Healthcare | 2.00% | 1.70% |
#20
3
Prev: #23
|
1.3 |
—
|
-650 | -0.9% |
P
S
|
69,987 | $24,624,926 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 1.93% | 1.73% |
#21
Prev: #21
|
1.3 |
—
|
-1,341 | -1.0% |
P
S
|
130,608 | $23,813,757 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FAST
FASTENAL CO COM
|
Industrials | 1.88% | 1.49% |
#22
3
Prev: #25
|
1.3 |
—
|
-5,782 | -1.1% |
P
S
|
500,240 | $23,211,136 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 1.81% | 3.62% |
#23
16
Prev: #7
|
0.7 |
—
|
-82,299 | -42.9% |
P
S
|
109,717 | $22,292,300 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLK
BLACKROCK INC C...
|
Financial Services | 1.68% | 1.71% |
#24
2
Prev: #22
|
1.2 |
—
|
-252 | -1.2% |
P
S
|
21,467 | $20,645,029 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.65% | 1.41% |
#25
2
Prev: #27
|
3.2 |
—
|
47,045 | 20.0% |
P
S
|
281,940 | $20,279,944 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ETN
EATON CORP PLC ...
|
Industrials | 1.60% | 1.29% |
#26
4
Prev: #30
|
1.1 |
—
|
-346 | -0.6% |
P
S
|
55,013 | $19,676,500 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 1.53% | 1.86% |
#27
8
Prev: #19
|
1.1 |
—
|
-579 | -0.4% |
P
S
|
164,312 | $18,894,237 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 1.41% | 1.11% |
#28
10
Prev: #38
|
1.1 |
—
|
-1,102 | -0.6% |
P
S
|
187,315 | $17,397,817 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QCOM
QUALCOMM INC CO...
|
Technology | 1.39% | 1.69% |
#29
5
Prev: #24
|
1.1 |
—
|
-1,623 | -1.2% |
P
S
|
132,756 | $17,096,318 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FICO
FAIR ISAAC CORP
|
Technology | 1.35% | 0.65% |
#30
18
Prev: #48
|
3.5 |
—
|
10,386 | 198.2% |
P
S
|
15,626 | $16,681,380 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
USB
US BANCORP DEL ...
|
Financial Services | 1.34% | 1.26% |
#31
1
Prev: #32
|
1.0 |
—
|
-3,006 | -0.9% |
P
S
|
318,588 | $16,569,762 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 1.34% | 1.33% |
#32
3
Prev: #29
|
1.0 |
—
|
-16 | -0.0% |
P
S
|
57,695 | $16,550,388 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEP
PEPSICO INC COM
|
Consumer Defensive | 1.32% | 1.11% |
#33
6
Prev: #39
|
1.0 |
—
|
-594 | -0.6% |
P
S
|
104,734 | $16,264,143 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 1.29% | 1.16% |
#34
3
Prev: #37
|
1.0 |
—
|
-524 | -1.0% |
P
S
|
50,998 | $15,849,668 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNI
CDN NATL RAILWA...
|
Industrials | 1.25% | 1.03% |
#35
7
Prev: #42
|
2.5 |
—
|
8,948 | 6.3% |
P
S
|
150,434 | $15,460,102 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LSEGY
LONDON STOCK EX...
|
Financial Services | 1.17% | — |
#36
Prev: #—
|
4.0 |
—
|
484,756 | — |
NEW
|
484,756 | $14,460,271 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 1.16% | 1.01% |
#37
7
Prev: #44
|
1.0 |
—
|
-657 | -1.2% |
P
S
|
55,023 | $14,321,937 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.16% | 1.29% |
#38
7
Prev: #31
|
1.0 |
—
|
-571 | -1.1% |
P
S
|
52,640 | $14,243,858 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INTU
INTUIT COM
|
Technology | 1.12% | 1.40% |
#39
11
Prev: #28
|
2.4 |
—
|
3,127 | 10.9% |
P
S
|
31,873 | $13,781,248 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 1.10% | 1.06% |
#40
1
Prev: #41
|
0.9 |
—
|
-458 | -1.1% |
P
S
|
41,361 | $13,603,219 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZTS
ZOETIS INC CL A
|
Healthcare | 1.04% | 1.21% |
#41
6
Prev: #35
|
0.9 |
—
|
-22,765 | -17.3% |
P
S
|
108,517 | $12,827,795 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 1.01% | 0.50% |
#42
7
Prev: #49
|
3.4 |
—
|
13,948 | 119.5% |
P
S
|
25,616 | $12,421,455 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PAYX
PAYCHEX INC
|
Technology | 0.95% | 0.98% |
#43
2
Prev: #45
|
2.4 |
—
|
7,541 | 6.3% |
P
S
|
127,152 | $11,713,242 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.87% | 0.88% |
#44
3
Prev: #47
|
2.3 |
—
|
9,342 | 18.9% |
P
S
|
58,666 | $10,702,438 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC COM
|
Communication Services | 0.75% | 1.10% |
#45
5
Prev: #40
|
0.3 |
—
|
-63,930 | -39.9% |
P
S
|
96,160 | $9,245,784 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEV
GE VERNOVA LLC ...
|
Industrials | 0.73% | — |
#46
Prev: #—
|
3.8 |
—
|
10,287 | — |
NEW
|
10,287 | $8,979,522 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.69% | — |
#47
Prev: #—
|
3.8 |
—
|
21,475 | — |
NEW
|
21,475 | $8,514,408 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.43% | 0.48% |
#48
2
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
11,600 | $5,347,484 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.37% | 1.18% |
#49
13
Prev: #36
|
0.1 |
—
|
-35,313 | -68.4% |
P
S
|
16,329 | $4,537,339 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.05% | 0.05% |
#50
3
Prev: #53
|
0.5 |
—
|
-450 | -7.0% |
P
S
|
5,953 | $559,463 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 79 holdings