# First Long Island Investors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1490429. Source: https://holderbook.com/funds/1490429-first-long-island-investors-llc/

- Reported value: $1.4B
- Positions: 73
- Weight of the ten largest: 42.0%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $78.5M | 445,193 | 5.6% | 8 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $71.0M | 354,890 | 5.0% | 25 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $69.1M | 289,993 | 4.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $59.9M | 160,492 | 4.2% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $59.1M | 165,391 | 4.2% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $59.0M | 60,284 | 4.2% | 14 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $55.1M | 45,914 | 3.9% | 13 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $46.9M | 98,125 | 3.3% | 10 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $46.8M | 123,999 | 3.3% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $46.6M | 135,745 | 3.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $43.5M | 150,353 | 3.1% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $38.1M | 116,356 | 2.7% | 22 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $33.7M | 29,207 | 2.4% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $32.3M | 27,523 | 2.3% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $31.0M | 60,309 | 2.2% | 31 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $30.4M | 130,525 | 2.2% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $29.8M | 118,244 | 2.1% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $28.8M | 159,442 | 2.0% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $28.5M | 112,030 | 2.0% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $28.1M | 65,924 | 2.0% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $27.5M | 48,898 | 2.0% | 9 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $27.1M | 121,048 | 1.9% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $25.3M | 69,904 | 1.8% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $24.5M | 58,973 | 1.7% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $24.5M | 132,517 | 1.7% | 31 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $24.0M | 500,113 | 1.7% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $21.3M | 234,505 | 1.5% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $21.0M | 95,106 | 1.5% | 31 |
| FAIR ISAAC CORP | [FICO](https://holderbook.com/stocks/FICO/) | $20.9M | 17,465 | 1.5% | 3 |
| BLACKROCK INC | [BLKXXXX](https://holderbook.com/stocks/BLKXXXX/) | $20.6M | 21,450 | 1.5% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $20.5M | 284,137 | 1.5% | 10 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $19.2M | 318,034 | 1.4% | 22 |
| London Stock Exchange Group PLC | [LSEGY](https://holderbook.com/stocks/LSEGY/) | $18.9M | 698,230 | 1.3% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $18.8M | 53,293 | 1.3% | 31 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $18.0M | 150,974 | 1.3% | 8 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $16.4M | 187,408 | 1.2% | 4 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $14.8M | 54,901 | 1.1% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $14.6M | 41,359 | 1.0% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $14.2M | 104,861 | 1.0% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $13.8M | 50,947 | 1.0% | 31 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $13.1M | 29,476 | 0.9% | 2 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $12.7M | 24,948 | 0.9% | 1 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $10.8M | 48,156 | 0.8% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $10.6M | 48,057 | 0.8% | 1 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $9.2M | 24,505 | 0.7% | 8 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $7.5M | 63,585 | 0.5% | 17 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $6.0M | 84,008 | 0.4% | 15 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $4.7M | 11,750 | 0.3% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $3.9M | 42,429 | 0.3% | 5 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.8M | 12,007 | 0.1% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $644.4K | 875 | 0.0% | 25 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $527.3K | 691 | 0.0% | 4 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $504.8K | 474 | 0.0% | 4 |
| MADISON SQUARE GRDN SPRT COR | [MSGS](https://holderbook.com/stocks/MSGS/) | $464.5K | 1,156 | 0.0% | 1 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $445.2K | 888 | 0.0% | 31 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $385.0K | 2,662 | 0.0% | 4 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $383.2K | 1,217 | 0.0% | 15 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $378.8K | 1,271 | 0.0% | 31 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $364.1K | 1,920 | 0.0% | 2 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $359.0K | 355 | 0.0% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $342.6K | 2,666 | 0.0% | 11 |
| PAN AMERN SILVER CORP | [PAAS](https://holderbook.com/stocks/PAAS/) | $330.6K | 7,381 | 0.0% | 5 |
| SPHERE ENTERTAINMENT CO | [SPHR](https://holderbook.com/stocks/SPHR/) | $303.5K | 1,754 | 0.0% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $297.2K | 5,500 | 0.0% | 10 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $286.8K | 3,560 | 0.0% | 11 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $280.4K | 650 | 0.0% | 1 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $268.2K | 1,729 | 0.0% | 5 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $265.8K | 640 | 0.0% | 2 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $250.5K | 1,579 | 0.0% | 23 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $239.3K | 1,340 | 0.0% | 1 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $237.1K | 851 | 0.0% | 1 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $212.4K | 1,249 | 0.0% | 1 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $209.3K | 1,700 | 0.0% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.9% | +14.8% | -3.9% | 100% |
| Q1 2026 | -8.7% | -4.6% | -4.1% | 100% |
| Q4 2025 | +0.6% | +2.4% | -1.8% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +7.6% | +10.5% | -2.9% | 100% |
| Q1 2025 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2024 | +0.1% | +2.1% | -2.0% | 99% |
| Q3 2024 | +6.4% | +5.4% | +1.0% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 73 |
| Q1 2026 | $1.2B | 70 |
| Q4 2025 | $1.4B | 74 |
| Q3 2025 | $1.3B | 69 |
| Q2 2025 | $1.3B | 65 |
| Q1 2025 | $1.2B | 65 |
| Q4 2024 | $1.3B | 66 |
| Q3 2024 | $1.3B | 69 |
| Q2 2024 | $1.2B | 66 |
| Q1 2024 | $1.2B | 64 |
| Q4 2023 | $1.1B | 60 |
| Q3 2023 | $1.0B | 59 |