MondegarAI
First Long Island Investors, LLC

Q4 2024 · 13F-HR

First Long Island Investors, LLCholdings as filed

Filed 2025-02-14 · accession 0001490429-25-000001

$1.26B
Reported value
66
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP COM$72.5M5.77%172,096CommonSOLE
023135106AMZNAMAZON COM INC COM$64.6M5.14%294,450CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$59.2M4.71%202,286CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$54.5M4.33%107,680CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$50.3M4.00%374,459CommonSOLE
002824100ABTABBOTT LABS COM$49.0M3.89%432,904CommonSOLE
701094104PHPARKER HANNIFIN CORP COM$42.3M3.36%66,526CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$42.2M3.36%222,994CommonSOLE
548661107LOWLOWES COS INC COM$39.6M3.15%160,421CommonSOLE
037833100AAPLAPPLE INC COM$39.3M3.13%157,010CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$37.0M2.94%70,298CommonSOLE
92826C839VVISA INC COM CL A$35.4M2.81%111,886CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$29.4M2.34%122,663CommonSOLE
747525103QCOMQUALCOMM INC COM$29.2M2.32%190,244CommonSOLE
09260D107BXBLACKSTONE INC$28.4M2.26%164,499CommonSOLE
969904101WSMWILLIAMS SONOMA INC COM$28.4M2.25%153,121CommonSOLE
09247X101BLKCHFBLACKROCK INC COM$28.1M2.23%27,387CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLAS$26.9M2.14%76,434CommonSOLE
00287Y109ABBVABBVIE INC COM$24.8M1.97%139,768CommonSOLE
718172109PMPHILIP MORRIS INTL INC COM$24.4M1.94%203,018CommonSOLE
311900104FASTFASTENAL CO COM$21.9M1.74%304,611CommonSOLE
031162100AMGNAMGEN INC COM$21.6M1.72%82,801CommonSOLE
21036P108STZCONSTELLATION BRANDS CL A$21.5M1.71%97,287CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$21.3M1.69%36,371CommonSOLE
00724F101ADBEADOBE INC COM$21.1M1.68%47,487CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$21.0M1.67%106,227CommonSOLE
437076102HDHOME DEPOT INC COM$19.9M1.58%51,172CommonSOLE
532457108LLYLILLY ELI & CO COM$18.3M1.45%23,684CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$17.3M1.38%119,674CommonSOLE
713448108PEPPEPSICO INC COM$17.0M1.35%111,760CommonSOLE
136375102CNICDN NATL RAILWAY CO CAD$16.3M1.30%161,024CommonSOLE
902973304USBUS BANCORP DEL COM NEW$16.2M1.29%339,451CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$15.4M1.23%258,486CommonSOLE
580135101MCDMCDONALDS CORP COM$15.4M1.22%53,108CommonSOLE
871607107SNPSSYNOPSYS INC$15.4M1.22%31,661CommonSOLE
166764100CVXCHEVRON CORP NEW COM$14.7M1.17%101,798CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$14.7M1.17%57,895CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$14.5M1.15%114,819CommonSOLE
254687106DISDISNEY WALT CO COM DISNEY$13.4M1.07%120,694CommonSOLE
235851102DHRDANAHER CORPORATION COM$13.0M1.03%56,698CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$12.3M0.98%64,658CommonSOLE
009066101ABNBAIRBNB INC CL A$11.7M0.93%88,942CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$11.3M0.90%187,218CommonSOLE
64110L106NFLXNETFLIX INC COM$11.0M0.87%12,316CommonSOLE
55354g100MSCI ORD SHS$10.5M0.84%17,574CommonSOLE
704326107PAYXPAYCHEX INC$9.9M0.79%70,479CommonSOLE
461202103INTUINTUIT COM$9.6M0.76%15,304CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7.1M0.56%13,600CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$6.4M0.51%21,246CommonSOLE
98978V103ZTSZOETIS INC CL A$5.6M0.44%34,143CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$2.1M0.17%56,521CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$622,7150.05%1,197CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$447,3260.04%875CommonSOLE
032095101APHAMPHENOL CORP NEW CL A$412,9500.03%5,946CommonSOLE
58933Y105MRKMERCK & CO. INC COM$408,3650.03%4,105CommonSOLE
863667101SYKSTRYKER CORPORATION COM$316,8440.03%880CommonSOLE
G29183103ETNEATON CORP PLC SHS$315,6080.03%951CommonSOLE
882508104TXNTEXAS INSTRS INC COM$279,9520.02%1,493CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW COM$271,9870.02%3,675CommonSOLE
052769106ADSKAUTODESK INC COM$262,4660.02%888CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR SBI HEAL$258,6320.02%1,880CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$253,3170.02%1,700CommonSOLE
046353108AZNNASTRAZENECA PLC SPON ADR$251,6620.02%3,841CommonSOLE
922908629VOVANGUARD INDEX FDS MID CAP ETF$235,0760.02%890CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD TR$221,8700.02%5,500CommonSOLE
11135F101AVGOBROADCOM LTD SGD$210,9740.02%910CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.