StockDriftsStockDriftsTop 50 First Long Island Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW CL A | 5.57% | 445.2K | $78.5M | +23.40%(+84.43K) | $98.24(+71.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 5.03% | 354.9K | $71.0M | +2.54%(+8.79K) | $25.66(+781.08%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 4.9% | 290.0K | $69.1M | +5.53%(+15.21K) | $54.14(+384.94%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.24% | 160.5K | $59.9M | +0.28%(+453) | $67.22(+623.15%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.19% | 165.4K | $59.1M | -5.05%(-8.80K) | $41.41(+732.36%) | 2026-06-30 | |
| PH | PARKER HANNIFIN CORP COM | 4.18% | 60.3K | $59.0M | +0.41%(+244) | $328.03(+220.64%) | 2026-06-30 | |
| LLY | LILLY ELI & CO COM | 3.9% | 45.9K | $55.1M | +4.17%(+1.84K) | $679.70(+73.52%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD S | 3.32% | 98.1K | $46.9M | -16.19%(-18.95K) | $143.39(+197.72%) | 2026-06-30 | |
| AVGO | BROADCOM LTD SGD | 3.32% | 124.0K | $46.8M | +3.93%(+4.69K) | $216.57(+81.81%) | 2026-06-30 | |
| V | VISA INC COM CL A | 3.3% | 135.7K | $46.6M | -5.11%(-7.30K) | $137.74(+162.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.91% | +51.72% | +7.07% | +40.69% |
| Top 20 Holdings Unweighted | +16.43% | +57.85% | +7.82% | +45.68% |
First Long Island Investors LLC reports $1.41B in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are APH (5.6%), NVDA (5.0%) and AMZN (4.9%). The top 20 holdings account for 64.94% of reported assets. Its disclosed equity book has returned +51.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Long Island Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1490429). View First Long Island Investors LLC’s 13F filings on SEC