1y return+7.7%S&P 500 +20.9%
3y return+42.7%S&P 500 +68.5%
5y return+29.8%S&P 500 +74.5%
10y return+197.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $298 against $357 in the S&P 500.2
First Long Island Investors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| APHAmphenol Corp New Cl A | $78.5M | 5.6% | +23.4% |
| NVDANvidia Corporation Com | $71.0M | 5.0% | +2.5% |
| AMZNAmazon Com Inc Com | $69.1M | 4.9% | +5.5% |
| MSFTMicrosoft Corp Com | $59.9M | 4.2% | |
| GOOGLAlphabet Inc Cap Stk Cl A | $59.1M | 4.2% | −5.1% |
| PHParker Hannifin Corp Com | $59.0M | 4.2% | |
| LLYLilly Eli & Co Com | $55.1M | 3.9% | +4.2% |
| TSMTaiwan Semiconductor Mfg Ltd S | $46.9M | 3.3% | −16.2% |
| AVGOBroadcom Ltd Sgd | $46.8M | 3.3% | +3.9% |
| VVisa Inc Com Cl A | $46.6M | 3.3% | −5.1% |
| AAPLApple Inc Com | $43.5M | 3.1% | +31.6% |
| JPMJpmorgan Chase & Co Com | $38.1M | 2.7% | |
| MUMicron Technology Inc Com | $33.7M | 2.4% | New |
| GEVGe Vernova LLC Com | $32.3M | 2.3% | +167.6% |
| MAMastercard Incorporated Cl A | $31.0M | 2.2% | −7.7% |
| WSMWilliams Sonoma Inc Com | $30.4M | 2.2% | |
| ABBVAbbvie Inc Com | $29.8M | 2.1% | |
| PMPhilip Morris Intl Inc Com | $28.8M | 2.0% | |
| JNJJohnson & Johnson Com | $28.5M | 2.0% | |
| Eaton Corp PLC ShsCUSIP G29183103 | $28.1M | 2.0% | +19.8% |
| METAMeta Platforms Inc Cl A | $27.5M | 2.0% | |
| ADPAutomatic Data Processing Inc | $27.1M | 1.9% | +10.3% |
| AMGNAmgen Inc Com | $25.3M | 1.8% | |
| UNHUnitedhealth Group Inc Com | $24.5M | 1.7% | +12.0% |
| QCOMQualcomm Inc Com | $24.5M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | June 30, 2020 | +2006.7% | $71.0M |
| WSMWilliams Sonoma Inc Com | June 30, 2020 | +468.5% | $30.4M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $59.1M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $18.8M |
| TSMTaiwan Semiconductor Mfg Ltd S | March 31, 2024 | +251.0% | $46.9M |
| AAPLApple Inc Com | June 30, 2020 | +217.3% | $43.5M |
| PHParker Hannifin Corp Com | March 31, 2023 | +191.0% | $59.0M |
| APHAmphenol Corp New Cl A | September 30, 2024 | +170.6% | $78.5M |
| PMPhilip Morris Intl Inc Com | June 30, 2020 | +158.2% | $28.8M |
| ABBVAbbvie Inc Com | June 30, 2020 | +156.3% | $29.8M |
Sold off last quarter
- INTUIntuit Com was $13.8M
- ZTSZoetis Inc Cl A was $12.8M
- Spotify TechnologyCUSIP L8681T102 was $12.4M
- PAYXPaychex Inc was $11.7M
- COFCapital One Finl Corp Com was $10.7M
- IQVIqvia Holdings Inc. was $243K
- Cooper Cos Inc Com NewCUSIP 216648402 was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −8.7% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +0.1% | +4.0% |
| March 31, 2024 | +8.6% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −1.7% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −9.7% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: First Long Island Investors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1490429&type=13F-HR&dateb=&owner=include&count=40CIK 1490429
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1490429/000149042926000003/Filed August 13, 2026 · accession 0001490429-26-000003