Top Institutional Investors

First Long Island Investors, LLC — 13F Holdings & Portfolio

CIK 1490429 · latest 13F-HR filed 2026-08-13

Backtest portfolio

First Long Island Investors, LLC manages $1.41B in 13F-reported U.S. long-equity assets across 73 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are APH (5.57%), NVDA (5.03%), AMZN (4.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 7, added to 41, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 JERICHO PLAZA, SUITE 201
JERICHO, NY 11753
Phone
(516) 935-1200
Filing Manager
First Long Island Investors, LLC
JERICHO, NY
Signatory
Jonathan A. Golub
Sr. VP, General Counsel and Chief Compliance Officer
Loading holdings…
AUM

$1.41B

Long-equity book

Holdings

73

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+10 / −7 / ↑41 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMPHENOL CORP NEW CL A$32.9M +72.2%
  • GE VERNOVA LLC COM$23.4M +260.1%
  • LILLY ELI & CO COM$14.5M +35.8%
  • APPLE INC COM$14.5M +50.1%
  • AMAZON COM INC COM$11.9M +20.8%
Show all 41 →

Top Trims

  • ABBOTT LABS COM-$17.9M -45.7%
  • LOWES COS INC COM-$15.9M -43.1%
  • BLACKSTONE INC-$11.4M -60.4%
  • NETFLIX INC COM-$3.2M -35.1%
  • MCDONALDS CORP COM-$2.1M -13.1%
Show all 12 →

New Positions

  • MICRON TECHNOLOGY INC COM$33.7M
  • LOCKHEED MARTIN CORP COM$12.7M
  • HONEYWELL INTL INC COM$10.8M
  • HONEYWELL AEROSPACE$10.6M
  • MADISON SQUARE GARDEN CO CL A$464.5K
Show all 10 →

Exited Positions

  • INTUIT COM$13.8M
  • ZOETIS INC CL A$12.8M
  • SPOTIFY TECHNOLOGY$12.4M
  • PAYCHEX INC$11.7M
  • CAPITAL ONE FINL CORP COM$10.7M
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMPHENOL CORP NEW CL A APH 032095101 $78.5M 5.57% 445,193 SH
2 NVIDIA CORPORATION COM NVDA 67066G104 $71.0M 5.03% 354,890 SH
3 AMAZON COM INC COM AMZN 023135106 $69.1M 4.90% 289,993 SH
4 MICROSOFT CORP COM MSFT 594918104 $59.9M 4.24% 160,492 SH
5 ALPHABET INC CAP STK CL A GOOGL 02079K305 $59.1M 4.19% 165,391 SH
6 PARKER HANNIFIN CORP COM PH 701094104 $59.0M 4.18% 60,284 SH
7 LILLY ELI & CO COM LLY 532457108 $55.1M 3.90% 45,914 SH
8 TAIWAN SEMICONDUCTOR MFG LTD S TSM 874039100 $46.9M 3.32% 98,125 SH
9 BROADCOM LTD SGD AVGO 11135F101 $46.8M 3.32% 123,999 SH
10 VISA INC COM CL A V 92826C839 $46.6M 3.30% 135,745 SH
11 APPLE INC COM AAPL 037833100 $43.5M 3.08% 150,353 SH
12 JPMORGAN CHASE & CO COM JPM 46625H100 $38.1M 2.70% 116,356 SH
13 MICRON TECHNOLOGY INC COM MU 595112103 $33.7M 2.39% 29,207 SH
14 GE VERNOVA LLC COM GEV 36828A101 $32.3M 2.29% 27,523 SH
15 MASTERCARD INCORPORATED CL A MA 57636Q104 $31.0M 2.20% 60,309 SH
16 WILLIAMS SONOMA INC COM WSM 969904101 $30.4M 2.16% 130,525 SH
17 ABBVIE INC COM ABBV 00287Y109 $29.8M 2.11% 118,244 SH
18 PHILIP MORRIS INTL INC COM PM 718172109 $28.8M 2.05% 159,442 SH
19 JOHNSON & JOHNSON COM JNJ 478160104 $28.5M 2.02% 112,030 SH
20 EATON CORP PLC SHS ETN G29183103 $28.1M 1.99% 65,924 SH
21 META PLATFORMS INC CL A META 30303M102 $27.5M 1.95% 48,898 SH
22 AUTOMATIC DATA PROCESSING INC ADP 053015103 $27.1M 1.92% 121,048 SH
23 AMGEN INC COM AMGN 031162100 $25.3M 1.79% 69,904 SH
24 UNITEDHEALTH GROUP INC COM UNH 91324P102 $24.5M 1.74% 58,973 SH
25 QUALCOMM INC COM QCOM 747525103 $24.5M 1.74% 132,517 SH
26 FASTENAL CO COM FAST 311900104 $24.0M 1.70% 500,113 SH
27 ABBOTT LABS COM ABT 002824100 $21.3M 1.51% 234,505 SH
28 LOWES COS INC COM LOW 548661107 $21.0M 1.49% 95,106 SH
29 FAIR ISAAC CORP FICO 303250104 $20.9M 1.48% 17,465 SH
30 BLACKROCK INC COM BLK 09247X101 $20.6M 1.46% 21,450 SH
31 UBER TECHNOLOGIES INC UBER 90353T100 $20.5M 1.45% 284,137 SH
32 US BANCORP DEL COM NEW USB 902973304 $19.2M 1.36% 318,034 SH
33 LONDON STOCK EXCHANGE GROUP SP LSEGY 54211Y107 $18.9M 1.34% 698,230 SH
34 ALPHABET INC CAP STK CL C GOOG 02079K107 $18.8M 1.34% 53,293 SH
35 CDN NATL RAILWAY CO CAD CNI 136375102 $18.0M 1.28% 150,974 SH
36 NEXTERA ENERGY INC NEE 65339F101 $16.4M 1.17% 187,408 SH
37 ILLINOIS TOOL WKS INC COM ITW 452308109 $14.8M 1.05% 54,901 SH
38 HOME DEPOT INC COM HD 437076102 $14.6M 1.03% 41,359 SH
39 PEPSICO INC COM PEP 713448108 $14.2M 1.01% 104,861 SH
40 MCDONALDS CORP COM MCD 580135101 $13.8M 0.98% 50,947 SH
41 SYNOPSYS INC SNPS 871607107 $13.1M 0.93% 29,476 SH
42 LOCKHEED MARTIN CORP COM LMT 539830109 $12.7M 0.90% 24,948 SH
43 HONEYWELL INTL INC COM HON 438516205 $10.8M 0.76% 48,156 SH
44 HONEYWELL AEROSPACE HONA 43849R105 $10.6M 0.75% 48,057 SH
45 CADENCE DESIGN SYS INC CDNS 127387108 $9.2M 0.65% 24,505 SH
46 BLACKSTONE INC BX 09260D107 $7.5M 0.53% 63,585 SH
47 NETFLIX INC COM NFLX 64110L106 $6.0M 0.43% 84,008 SH
48 INTUITIVE SURGICAL INC ISRG 46120E602 $4.7M 0.33% 11,750 SH
49 SCHWAB CHARLES CORP NEW COM SCHW 808513105 $3.9M 0.28% 42,429 SH
50 TJX COS INC NEW COM TJX 872540109 $1.8M 0.13% 12,007 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $1.41B 73 0001490429-26-000003
2026-03-31 2026-05-15 $1.23B 70 0001490429-26-000002
2025-12-31 2026-02-13 $1.36B 74 0001490429-26-000001
2025-09-30 2025-11-12 $1.34B 69 0001490429-25-000005