# First Long Island Investors, LLC: Form 13F holdings

An institutional investment manager in JERICHO, NY. SEC CIK 1490429.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $1.41bn
- Positions: 73 (73 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1490429/000149042926000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMPHENOL CORP NEW CL A (APH)](/companies/aph.md) | COM | $78.5m | 5.6% | 445,193 |  | Added +84,426 |
| [NVIDIA CORPORATION COM (NVDA)](/companies/nvda.md) | COM | $71.0m | 5.0% | 354,890 |  | Added +8,786 |
| [AMAZON COM INC COM (AMZN)](/companies/amzn.md) | COM | $69.1m | 4.9% | 289,993 |  | Added +15,207 |
| [MICROSOFT CORP COM (MSFT)](/companies/msft.md) | COM | $59.9m | 4.2% | 160,492 |  | Added +453 |
| [ALPHABET INC CAP STK CL A (GOOGL)](/companies/googl.md) | COM | $59.1m | 4.2% | 165,391 |  | Reduced −8,805 |
| [PARKER HANNIFIN CORP COM (PH)](/companies/ph.md) | COM | $59.0m | 4.2% | 60,284 |  | Added +244 |
| [LILLY ELI & CO COM (LLY)](/companies/lly.md) | COM | $55.1m | 3.9% | 45,914 |  | Added +1,839 |
| [TAIWAN SEMICONDUCTOR MFG LTD S (TSM)](/companies/tsm.md) | COM | $46.9m | 3.3% | 98,125 |  | Reduced −18,953 |
| [BROADCOM LTD SGD (AVGO)](/companies/avgo.md) | COM | $46.8m | 3.3% | 123,999 |  | Added +4,687 |
| [VISA INC COM CL A (V)](/companies/v.md) | COM | $46.6m | 3.3% | 135,745 |  | Reduced −7,305 |
| [APPLE INC COM (AAPL)](/companies/aapl.md) | COM | $43.5m | 3.1% | 150,353 |  | Added +36,111 |
| [JPMORGAN CHASE & CO COM (JPM)](/companies/jpm.md) | COM | $38.1m | 2.7% | 116,356 |  | Added +48 |
| [MICRON TECHNOLOGY INC COM (MU)](/companies/mu.md) | COM | $33.7m | 2.4% | 29,207 |  | New +29,207 |
| [GE VERNOVA LLC COM (GEV)](/companies/gev.md) | COM | $32.3m | 2.3% | 27,523 |  | Added +17,236 |
| [MASTERCARD INCORPORATED CL A (MA)](/companies/ma.md) | COM | $31.0m | 2.2% | 60,309 |  | Reduced −5,048 |
| [WILLIAMS SONOMA INC COM (WSM)](/companies/wsm.md) | COM | $30.4m | 2.2% | 130,525 |  | Reduced −83 |
| [ABBVIE INC COM (ABBV)](/companies/abbv.md) | COM | $29.8m | 2.1% | 118,244 |  | Reduced −125 |
| [PHILIP MORRIS INTL INC COM (PM)](/companies/pm.md) | COM | $28.8m | 2.0% | 159,442 |  | Added +236 |
| [JOHNSON & JOHNSON COM (JNJ)](/companies/jnj.md) | COM | $28.5m | 2.0% | 112,030 |  | Reduced −183 |
| EATON CORP PLC SHS | COM | $28.1m | 2.0% | 65,924 |  | Added +10,911 |
| [META PLATFORMS INC CL A (META)](/companies/meta.md) | COM | $27.5m | 2.0% | 48,898 |  | Added +270 |
| [AUTOMATIC DATA PROCESSING INC (ADP)](/companies/adp.md) | COM | $27.1m | 1.9% | 121,048 |  | Added +11,331 |
| [AMGEN INC COM (AMGN)](/companies/amgn.md) | COM | $25.3m | 1.8% | 69,904 |  | Reduced −83 |
| [UNITEDHEALTH GROUP INC COM (UNH)](/companies/unh.md) | COM | $24.5m | 1.7% | 58,973 |  | Added +6,333 |
| [QUALCOMM INC COM (QCOM)](/companies/qcom.md) | COM | $24.5m | 1.7% | 132,517 |  | Reduced −239 |
| [FASTENAL CO COM (FAST)](/companies/fast.md) | COM | $24.0m | 1.7% | 500,113 |  | Reduced −127 |
| [ABBOTT LABS COM (ABT)](/companies/abt.md) | COM | $21.3m | 1.5% | 234,505 |  | Reduced −147,468 |
| [LOWES COS INC COM (LOW)](/companies/low.md) | COM | $21.0m | 1.5% | 95,106 |  | Reduced −60,923 |
| [FAIR ISAAC CORP (FICO)](/companies/fico.md) | COM | $20.9m | 1.5% | 17,465 |  | Added +1,839 |
| BLACKROCK INC COM | COM | $20.6m | 1.5% | 21,450 |  | Reduced −17 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $20.5m | 1.5% | 284,137 |  | Added +2,197 |
| [US BANCORP DEL COM NEW (USB)](/companies/usb.md) | COM | $19.2m | 1.4% | 318,034 |  | Reduced −554 |
| [LONDON STOCK EXCHANGE GROUP SP (LSEGY)](/companies/lsegy.md) | COM | $18.9m | 1.3% | 698,230 |  | Added +213,474 |
| [ALPHABET INC CAP STK CL C (GOOGL)](/companies/googl.md) | COM | $18.8m | 1.3% | 53,293 |  | Reduced −4,402 |
| [CDN NATL RAILWAY CO CAD (CNI)](/companies/cni.md) | COM | $18.0m | 1.3% | 150,974 |  | Added +540 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $16.4m | 1.2% | 187,408 |  | Added +93 |
| [ILLINOIS TOOL WKS INC COM (ITW)](/companies/itw.md) | COM | $14.8m | 1.1% | 54,901 |  | Reduced −122 |
| [HOME DEPOT INC COM (HD)](/companies/hd.md) | COM | $14.6m | 1.0% | 41,359 |  | Reduced −2 |
| [PEPSICO INC COM (PEP)](/companies/pep.md) | COM | $14.2m | 1.0% | 104,861 |  | Added +127 |
| [MCDONALDS CORP COM (MCD)](/companies/mcd.md) | COM | $13.8m | 1.0% | 50,947 |  | Reduced −51 |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $13.1m | 0.9% | 29,476 |  | Added +8,001 |
| [LOCKHEED MARTIN CORP COM (LMT)](/companies/lmt.md) | COM | $12.7m | 0.9% | 24,948 |  | New +24,948 |
| [HONEYWELL INTL INC COM (HON)](/companies/hon.md) | COM | $10.8m | 0.8% | 48,156 |  | New +48,156 |
| [HONEYWELL AEROSPACE (HONA)](/companies/hona.md) | COM | $10.6m | 0.8% | 48,057 |  | New +48,057 |
| [CADENCE DESIGN SYS INC (CDNS)](/companies/cdns.md) | COM | $9.2m | 0.7% | 24,505 |  | Added +8,176 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $7.5m | 0.5% | 63,585 |  | Reduced −100,727 |
| [NETFLIX INC COM (NFLX)](/companies/nflx.md) | COM | $6.0m | 0.4% | 84,008 |  | Reduced −12,152 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM | $4.7m | 0.3% | 11,750 |  | Added +150 |
| [SCHWAB CHARLES CORP NEW COM (SCHW)](/companies/schw.md) | COM | $3.9m | 0.3% | 42,429 |  | Added +36,476 |
| [TJX COS INC NEW COM (TJX)](/companies/tjx.md) | COM | $1.8m | 0.1% | 12,007 |  | Added +10,693 |
| INVESCO QQQ TR UNIT SER 1 | COM | $644.4k | <0.1% | 875 |  | Unchanged |
| [CROWDSTRIKE HLDGS (CRWD)](/companies/crwd.md) | COM | $527.3k | <0.1% | 691 |  | Unchanged |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $504.8k | <0.1% | 474 |  | Unchanged |
| [MADISON SQUARE GARDEN CO CL A (MSGS)](/companies/msgs.md) | COM | $464.5k | <0.1% | 1,156 |  | New +1,156 |
| [THERMO FISHER SCIENTIFIC INC C (TMO)](/companies/tmo.md) | COM | $445.2k | <0.1% | 888 |  | Reduced −4 |
| [BANK OF NEW YORK MELLON (BNY)](/companies/bny.md) | COM | $385.0k | <0.1% | 2,662 |  | Unchanged |
| [STRYKER CORPORATION COM (SYK)](/companies/syk.md) | COM | $383.2k | <0.1% | 1,217 |  | Added +337 |
| [TEXAS INSTRS INC COM (TXN)](/companies/txn.md) | COM | $378.8k | <0.1% | 1,271 |  | Unchanged |
| ASTRAZENECA PLC | COM | $364.1k | <0.1% | 1,920 |  | Unchanged |
| [GOLDMAN SACHS GROUP INC COM (GS)](/companies/gs.md) | COM | $359.0k | <0.1% | 355 |  | Added +4 |
| [MERCK & CO. INC COM (MRK)](/companies/mrk.md) | COM | $342.6k | <0.1% | 2,666 |  | Unchanged |
| [PAN AMER SILVER CORP (PAAS)](/companies/paas.md) | COM | $330.6k | <0.1% | 7,381 |  | Unchanged |
| [SPHERE ENTERTAINMENT CO CL A (SPHR)](/companies/sphr.md) | COM | $303.5k | <0.1% | 1,754 |  | New +1,754 |
| INVESCO EXCHANGE TRADED FD TR | COM | $297.2k | <0.1% | 5,500 |  | Unchanged |
| VANGUARD INDEX FDS MID CAP ETF | COM | $286.8k | <0.1% | 3,560 |  | Added +2,670 |
| [DELL TECHNOLOGIES, INC. CLASS (DELL)](/companies/dell.md) | COM | $280.4k | <0.1% | 650 |  | New +650 |
| [AGNICO EAGLE MINES LTD COM (AEM)](/companies/aem.md) | COM | $268.2k | <0.1% | 1,729 |  | Unchanged |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM | $265.8k | <0.1% | 640 |  | Added +152 |
| SELECT SECTOR SPDR TR SBI HEAL | COM | $250.5k | <0.1% | 1,579 |  | Unchanged |
| ISHARES TR S&P SML 600 GWT | COM | $239.3k | <0.1% | 1,340 |  | New +1,340 |
| [ECOLAB INC COM (ECL)](/companies/ecl.md) | COM | $237.1k | <0.1% | 851 |  | New +851 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $212.4k | <0.1% | 1,249 |  | New +1,249 |
| [INTERCONTINENTAL EXCHANGE INC (ICE)](/companies/ice.md) | COM | $209.3k | <0.1% | 1,700 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CAPITAL ONE FINL CORP COM (COF)](/companies/cof.md) | COM | $0 | 0.0% | 0 |  | Sold out −58,666 |
| COOPER COS INC COM NEW | COM | $0 | 0.0% | 0 |  | Sold out −2,818 |
| [INTUIT COM (INTU)](/companies/intu.md) | COM | $0 | 0.0% | 0 |  | Sold out −31,873 |
| [IQVIA HOLDINGS INC. (IQV)](/companies/iqv.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,422 |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $0 | 0.0% | 0 |  | Sold out −127,152 |
| SPOTIFY TECHNOLOGY | COM | $0 | 0.0% | 0 |  | Sold out −25,616 |
| [ZOETIS INC CL A (ZTS)](/companies/zts.md) | COM | $0 | 0.0% | 0 |  | Sold out −108,517 |

Source: SEC EDGAR, Form 13F-HR, accession 0001490429-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.