Puzo Michael J
- SEC CIK
- 0001053914
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 75
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.14 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 131,231 | $1,603 萬 | 5.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,640 | $1,370 萬 | 4.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 34,870 | $1,242 萬 | 4.0% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 101,443 | $1,177 萬 | 3.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 67,728 | $1,113 萬 | 3.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 58,102 | $1,095 萬 | 3.5% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 47,623 | $1,072 萬 | 3.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 44,573 | $1,051 萬 | 3.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 87,505 | $1,049 萬 | 3.3% | – | – | 歷史 |
| ATRAptargroup, Inc. | Stock | 73,634 | $1,043 萬 | 3.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 75,998 | $1,029 萬 | 3.3% | – | – | 歷史 |
| Nestle SA ADR641069406 | COM | 86,008 | $959.1 萬 | 3.1% | – | – | – |
| FISVFiserv Inc | Stock | 80,447 | $957.6 萬 | 3.0% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 58,987 | $914.8 萬 | 2.9% | – | – | 歷史 |
| NVSNovartis AG | ADR | 97,987 | $837.5 萬 | 2.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 44,381 | $819.1 萬 | 2.6% | – | – | 歷史 |
| INTCIntel Corp | Stock | 123,180 | $788.4 萬 | 2.5% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 56,032 | $694.3 萬 | 2.2% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 25,755 | $683.7 萬 | 2.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 22,121 | $675.3 萬 | 2.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 80,432 | $621.5 萬 | 2.0% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 16 | $617.1 萬 | 2.0% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 25,264 | $614.3 萬 | 2.0% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 23,505 | $570.8 萬 | 1.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,797 | $556.0 萬 | 1.8% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 96,119 | $536.6 萬 | 1.7% | – | – | 歷史 |
| Novozymes A S DKK 2.0B798FW902 | COM | 83,635 | $534.2 萬 | 1.7% | – | – | – |
| CVSCVS Health Corp | Stock | 66,601 | $501.1 萬 | 1.6% | – | – | 歷史 |
| XYLXylem Inc. | COM | 46,232 | $486.2 萬 | 1.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 43,955 | $460.6 萬 | 1.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,545 | $429.5 萬 | 1.4% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 59,547 | $393.9 萬 | 1.3% | – | – | 歷史 |
| MMM3M Co | Stock | 19,909 | $383.5 萬 | 1.2% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 9,984 | $383.5 萬 | 1.2% | – | – | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 83,005 | $336.8 萬 | 1.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 21,675 | $306.6 萬 | 1.0% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 20,712 | $275.3 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,740 | $249.7 萬 | 0.8% | – | – | 歷史 |
| Koninklijke DSM NV780249108 | COM | 54,068 | $230.1 萬 | 0.7% | – | – | – |
| HONHoneywell International Inc | COM | 9,092 | $197.3 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,100 | $185.8 萬 | 0.6% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 19,627 | $177.1 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,175 | $175.0 萬 | 0.6% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 19,550 | $174.2 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,250 | $159.6 萬 | 0.5% | – | – | 歷史 |
| OZKBank OZK | COM | 36,245 | $148.1 萬 | 0.5% | – | – | 歷史 |
| Munich Re Group529412900 | COM | 4,486 | $138.3 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 4,900 | $103.8 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,400 | $102.0 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,475 | $92.6 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,972 | $87.5 萬 | 0.3% | – | – | 歷史 |
| Orsted A SBYT16L900 | COM | 4,425 | $71.3 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,784 | $68.1 萬 | 0.2% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 8,450 | $66.6 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,500 | $66.1 萬 | 0.2% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 15,600 | $61.2 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,237 | $60.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 14,196 | $51.5 萬 | 0.2% | – | – | 歷史 |
| DOVDOVER Corp | COM | 3,650 | $50.1 萬 | 0.2% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,000 | $48.9 萬 | 0.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 2,250 | $48.2 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 5,900 | $46.5 萬 | 0.1% | – | – | 歷史 |
| ESBAEmpire State Realty OP, L.P. | UNIT LTD PRTNSP | 36,500 | $40.4 萬 | 0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 5,500 | $37.1 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,750 | $34.9 萬 | 0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 3,500 | $31.2 萬 | 0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 2,100 | $29.5 萬 | 0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 3,000 | $29.4 萬 | 0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,400 | $28.4 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 900 | $26.5 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,300 | $23.2 萬 | 0.1% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 3,165 | $23.0 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,600 | $22.6 萬 | 0.1% | – | – | 歷史 |
| Kerry Group PLC451957906 | COM | 1,800 | $22.5 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 4,125 | $21.8 萬 | 0.1% | – | – | 歷史 |