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Stock research / United States / Funds / First Long Island Investors, LLC

First Long Island Investors, LLC

CIK 1490429 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

First Long Island Investors, LLC reported 73 US-listed holdings worth $1.41 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Amphenol Corp. (5.6%), NVIDIA Corp. (5.0%) and Amazon.com Inc. (4.9%). Against the quarter before, it opened 10 positions, added to 28, trimmed 17 and sold out of 7.

Reported holdings$1.41B+14.4% on Q1 2026
Positions73+3 on Q1 2026
The largest ten42.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toHeldTrimmed
APH5.6%NVDA5.0%AMZN4.9%MSFT4.2%GOOGL4.2%PH4.2%LLY3.9%TSM3.3%AVGO3.3%V3.3%AAPL3.1%JPM2.7%MU2.4%GEV2.3%59 more47.6%

The 14 largest of its 73 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.27 billion in 69 positions$1.27BQ3 24Q4 2024: $1.26 billion in 66 positions$1.26BQ4 24Q1 2025: $1.21 billion in 65 positions$1.21BQ1 25Q2 2025: $1.27 billion in 65 positions$1.27BQ2 25Q3 2025: $1.34 billion in 69 positions$1.34BQ3 25Q4 2025: $1.36 billion in 74 positions$1.36BQ4 25Q1 2026: $1.23 billion in 70 positions$1.23BQ1 26Q2 2026: $1.41 billion in 73 positions$1.41BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 10Added 28Held 18Trimmed 17Sold out 7
Opened: 10Added: 28Held: 18Trimmed: 17Sold out: 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 10

  1. Micron Technology Inc. MU$33.7 million
  2. Lockheed Martin Corp. LMT$12.7 million
  3. Honeywell International Inc. HON$10.8 million
  4. Honeywell Aerospace Inc. Com HONA$10.6 million
  5. Madison Square Garden Sports Corp. MSGS$464,527
  6. Sphere Entertainment Co. SPHR$303,495
  7. Dell Technologies Inc. DELL$280,449
  8. iShares Trust IJT$239,324

and 2 more in the table below

Added to 28

  1. GE Vernova Inc. GEV+17,236 shares · +168%
  2. Amphenol Corp. APH+84,426 shares · +23%
  3. Apple Inc. AAPL+36,111 shares · +32%
  4. London STK Exchange Group Sponsored ADS LSEGY+213,474 shares · +44%
  5. Eaton Corp. plc ETN+10,911 shares · +20%
  6. Amazon.com Inc. AMZN+15,207 shares · +6%
  7. Synopsys Inc. SNPS+8,001 shares · +37%
  8. Charles Schwab Corp. SCHW+36,476 shares · +613%

and 20 more in the table below

Trimmed 17

  1. Lowe's Companies Inc. LOW-60,923 shares · -39%
  2. Abbott Laboratories ABT-147,468 shares · -39%
  3. Blackstone Inc. BX-100,727 shares · -61%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM-18,953 shares · -16%
  5. Alphabet Inc. GOOGL-8,805 shares · -5%
  6. Mastercard Inc. MA-5,048 shares · -8%
  7. Visa Inc. V-7,305 shares · -5%
  8. Alphabet Inc. GOOG-4,402 shares · -8%

and 9 more in the table below

Sold out of 7

  1. Intuit Inc. INTU$13.8 million last quarter
  2. Zoetis Inc. ZTS$12.8 million last quarter
  3. Spotify Technology S.A. SPOT$12.4 million last quarter
  4. Paychex Inc. PAYX$11.7 million last quarter
  5. Capital One Financial Corp. COF$10.7 million last quarter
  6. IQVIA Holdings Inc. IQV$242,508 last quarter
  7. the Cooper Companies, Inc.$201,487 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Amphenol Corp. APH445,193$78.5 million5.57%+84,426
NVIDIA Corp. NVDA354,890$71.0 million5.03%+8,786
Amazon.com Inc. AMZN289,993$69.1 million4.90%+15,207
Microsoft Corp. MSFT160,492$59.9 million4.24%+453
Alphabet Inc. GOOGL165,391$59.1 million4.19%-8,805
Parker-Hannifin Corp. PH60,284$59.0 million4.18%+244
Eli Lilly & Co. LLY45,914$55.1 million3.90%+1,839
Taiwan Semiconductor Manufacturing Company Limited TSM98,125$46.9 million3.32%-18,953
Broadcom Inc. AVGO123,999$46.8 million3.32%+4,687
Visa Inc. V135,745$46.6 million3.30%-7,305
Apple Inc. AAPL150,353$43.5 million3.08%+36,111
JPMorgan Chase & Co. JPM116,356$38.1 million2.70%+48
Micron Technology Inc. MU29,207$33.7 million2.39%new
GE Vernova Inc. GEV27,523$32.3 million2.29%+17,236
Mastercard Inc. MA60,309$31.0 million2.20%-5,048
Williams Sonoma Inc. WSM130,525$30.4 million2.16%-83
AbbVie Inc. ABBV118,244$29.8 million2.11%-125
Philip Morris International Inc. PM159,442$28.8 million2.05%+236
Johnson & Johnson JNJ112,030$28.5 million2.02%-183
Eaton Corp. plc ETN65,924$28.1 million1.99%+10,911
Meta Platforms, Inc. META48,898$27.5 million1.95%+270
Automatic Data Processing Inc. ADP121,048$27.1 million1.92%+11,331
Amgen Inc. AMGN69,904$25.3 million1.79%-83
UnitedHealth Group Inc. UNH58,973$24.5 million1.74%+6,333
Qualcomm Inc. QCOM132,517$24.5 million1.74%-239
Fastenal Co. FAST500,113$24.0 million1.70%-127
Abbott Laboratories ABT234,505$21.3 million1.51%-147,468
Lowe's Companies Inc. LOW95,106$21.0 million1.49%-60,923
Fair Isaac Corp. FICO17,465$20.9 million1.48%+1,839
BlackRock Inc.21,450$20.6 million1.46%-17
Uber Technologies, Inc. UBER284,137$20.5 million1.45%+2,197
U.S. Bancorp USB318,034$19.2 million1.36%-554
London STK Exchange Group Sponsored ADS LSEGY698,230$18.9 million1.34%+213,474
Alphabet Inc. GOOG53,293$18.8 million1.34%-4,402
Canadian Natl Ry Co. CNI150,974$18.0 million1.28%+540
NextEra Energy Inc. NEE187,408$16.4 million1.17%+93
Illinois Tool Works Inc. ITW54,901$14.8 million1.05%-122
Home Depot, Inc. HD41,359$14.6 million1.03%-2
PepsiCo Inc. PEP104,861$14.2 million1.01%+127
McDonald's Corp. MCD50,947$13.8 million0.98%-51
Synopsys Inc. SNPS29,476$13.1 million0.93%+8,001
Lockheed Martin Corp. LMT24,948$12.7 million0.90%new
Honeywell International Inc. HON48,156$10.8 million0.76%new
Honeywell Aerospace Inc. Com HONA48,057$10.6 million0.75%new
Cadence Design Systems Inc. CDNS24,505$9.2 million0.65%+8,176
Blackstone Inc. BX63,585$7.5 million0.53%-100,727
Netflix Inc. NFLX84,008$6.0 million0.43%-12,152
Intuitive Surgical Inc. ISRG11,750$4.7 million0.33%+150
Charles Schwab Corp. SCHW42,429$3.9 million0.28%+36,476
TJX Companies Inc. TJX12,007$1.8 million0.13%+10,693
Invesco QQQ Trust QQQ875$644,3500.05%no change
CrowdStrike Holdings, Inc. CRWD691$527,3300.04%no change
Caterpillar Inc. CAT474$504,7630.04%no change
Madison Square Garden Sports Corp. MSGS1,156$464,5270.03%new
Thermo Fisher Scientific Inc. TMO888$445,2080.03%-4
Bank of New York Mellon Corp. BNY2,662$384,9520.03%no change
Stryker Corp. SYK1,217$383,1600.03%+337
Texas Instruments Inc. TXN1,271$378,8470.03%no change
AstraZeneca PLC AZN1,920$364,0700.03%no change
Goldman Sachs Group Inc. GS355$359,0360.03%+4
Merck & Co., Inc. MRK2,666$342,5810.02%no change
Pan Amern Silver Corp. PAAS7,381$330,5950.02%no change
Sphere Entertainment Co. SPHR1,754$303,4950.02%new
Invesco Exchange Traded FD T PRF5,500$297,1650.02%no change
Vanguard Mid Cap Index ETF VO3,560$286,8290.02%+2,670
Dell Technologies Inc. DELL650$280,4490.02%new
Agnico Eagle Mines Ltd AEM1,729$268,2200.02%no change
Motorola Solutions, Inc. MSI640$265,7860.02%+152
Select Sector SPDR Trust XLV1,579$250,5240.02%no change
iShares Trust IJT1,340$239,3240.02%new
Ecolab Inc. ECL851$237,0970.02%new
Cintas Corp. CTAS1,249$212,4300.02%new
Intercontinental Exchange, Inc. ICE1,700$209,2870.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.