First Long Island Investors, LLC
CIK 1490429
13F filing for Q2 2026・No. 2,075
- Holdings
- US$1.41B
- Quarter change
- +US$178.05M
- Entries
- 73
- Net bought (estimate)
- +US$34.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 7
- Cut 21
- Added 29
- Corporate actions 0
- Unchanged 13
Largest holdings
73 stocks worth US$1.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APHAMPHENOL CORP NEW CL ACOM | Added | 445,193 | US$78.5M | 5.57% |
| NVDANvidiaCOM | Added | 354,890 | US$71.01M | 5.03% |
| AMZNAmazonCOM | Added | 289,993 | US$69.12M | 4.90% |
| MSFTMicrosoftCOM | Added | 160,492 | US$59.87M | 4.24% |
| GOOGLAlphabetCOM | Cut | 165,391 | US$59.11M | 4.19% |
| PHPARKER HANNIFIN CORP COMCOM | Added | 60,284 | US$58.96M | 4.18% |
| LLYLILLY ELI & CO COMCOM | Added | 45,914 | US$55.07M | 3.90% |
| TSMTSMC ADRCOM | Cut | 98,125 | US$46.86M | 3.32% |
| AVGOBroadcomCOM | Added | 123,999 | US$46.84M | 3.32% |
| VVISA INC COM CL ACOM | Cut | 135,745 | US$46.57M | 3.30% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.