First Long Island Investors, LLC
Long book
$1.23B
Q1 2026
Positions
70
Top-10 weight
40%
concentration
Last quarter
+12.5%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsFirst Long Island Investors, LLC is a diversified fundamental manager, running a $1.23B US long book across 70 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, MICROSOFT CORP, AMAZON.COM INC, PARKER HANNIFIN CORP, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.5%
Q2 2024
+6.8%
Q3 2024
+0.5%
Q4 2024
-2.3%
Q1 2025
+8.0%
Q2 2025
+6.1%
Q3 2025
+0.9%
Q4 2025
-8.4%
Q1 2026
+12.5%
Sector allocation
Technology 33%
Healthcare 15%
Consumer discretionary 15%
Services media 11%
Financials 10%
Industrials 10%
Consumer staples 4%
Utilities 1%
Long book by quarter
What does First Long own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 346.1K | $60.4M | 4.9% | -0.3% |
| MSFT MICROSOFT CORP | Technology | 160.0K | $59.2M | 4.8% | -0.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 274.8K | $57.2M | 4.6% | -4.2% |
| PH PARKER HANNIFIN CORP | Industrials | 60.0K | $53.8M | 4.4% | -0.8% |
| GOOGL ALPHABET INC-CL A | Technology | 174.2K | $50.1M | 4.1% | -4.7% |
| APH AMPHENOL CORP-CL A | Technology | 360.8K | $45.6M | 3.7% | +40.7% |
| V VISA INC-CLASS A SHARES | Services media | 143.1K | $43.2M | 3.5% | +37.8% |
| LLY ELI LILLY & CO | Healthcare | 44.1K | $40.5M | 3.3% | -0.3% |
| ABT ABBOTT LABORATORIES | Healthcare | 382.0K | $39.2M | 3.2% | -10.3% |
| AVGO BROADCOM INC | Technology | 119.3K | $36.9M | 3.0% | -0.3% |
| LOW LOWE'S COS INC | Consumer discretionary | 156.0K | $36.9M | 3.0% | -0.9% |
| JPM JPMORGAN CHASE & CO | Financials | 116.3K | $34.2M | 2.8% | -1.0% |
| MA MASTERCARD INC - A | Services media | 65.4K | $32.7M | 2.6% | -0.2% |
| AAPL APPLE INC | Technology | 114.2K | $29.0M | 2.4% | +58.4% |
| META META PLATFORMS INC-CLASS A | Technology | 48.6K | $27.8M | 2.3% | +2.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 112.2K | $27.4M | 2.2% | -1.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 159.2K | $26.3M | 2.1% | -1.2% |
| ABBV ABBVIE INC | Healthcare | 118.4K | $25.7M | 2.1% | -1.1% |
| AMGN AMGEN INC | Healthcare | 70.0K | $24.6M | 2.0% | -0.9% |
| WSM WILLIAMS-SONOMA INC | Consumer discretionary | 130.6K | $23.8M | 1.9% | -1.0% |
| FAST FASTENAL CO | Consumer discretionary | 500.2K | $23.2M | 1.9% | -1.1% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 109.7K | $22.3M | 1.8% | -42.9% |
| BLK BLACKROCK INC | Financials | 21.5K | $20.6M | 1.7% | -1.2% |
| UBER UBER TECHNOLOGIES INC | Services media | 281.9K | $20.3M | 1.6% | +20.0% |
| ETN EATON CORP PLC | Industrials | 55.0K | $19.7M | 1.6% | -0.6% |
| BX BLACKSTONE INC | Financials | 164.3K | $18.9M | 1.5% | -0.4% |
| NEE NEXTERA ENERGY INC | Utilities | 187.3K | $17.4M | 1.4% | -0.6% |
| QCOM QUALCOMM INC | Technology | 132.8K | $17.1M | 1.4% | -1.2% |
| FICO FAIR ISAAC CORP | Services media | 15.6K | $16.7M | 1.4% | +198.2% |
| USB US BANCORP | Financials | 318.6K | $16.6M | 1.3% | -0.9% |
| GOOG ALPHABET INC-CL C | Technology | 57.7K | $16.6M | 1.3% | 0.0% |
| PEP PEPSICO INC | Consumer staples | 104.7K | $16.3M | 1.3% | -0.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 51.0K | $15.8M | 1.3% | -1.0% |
| CNI CANADIAN NATL RAILWAY CO | Industrials | 150.4K | $15.5M | 1.3% | +6.3% |
| ITW ILLINOIS TOOL WORKS | Industrials | 55.0K | $14.3M | 1.2% | -1.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 52.6K | $14.2M | 1.2% | -1.1% |
| INTU INTUIT INC | Technology | 31.9K | $13.8M | 1.1% | +10.9% |
| HD HOME DEPOT INC | Consumer discretionary | 41.4K | $13.6M | 1.1% | -1.1% |
| ZTS ZOETIS INC | Healthcare | 108.5K | $12.8M | 1.0% | -17.3% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 25.6K | $12.4M | 1.0% | +119.5% |
| PAYX PAYCHEX INC | Services media | 127.2K | $11.7M | 1.0% | +6.3% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 58.7K | $10.7M | 0.9% | +18.9% |
| NFLX NETFLIX INC | Services media | 96.2K | $9.2M | 0.8% | -39.9% |
| GEV GE VERNOVA INC | Industrials | 10.3K | $9.0M | 0.7% | New |
| SNPS SYNOPSYS INC | Technology | 21.5K | $8.5M | 0.7% | New |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 11.6K | $5.3M | 0.4% | Held |
| CDNS CADENCE DESIGN SYS INC | Technology | 16.3K | $4.5M | 0.4% | -68.4% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 6.0K | $559K | 0.0% | -7.0% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 892 | $438K | 0.0% | Held |
| PAAS PAN AMERICAN SILVER CORP | Materials | 7.4K | $403K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 70 | $1.23B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 74 | $1.36B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 69 | $1.34B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 65 | $1.27B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Jun 6, 2025 | 65 | $1.21B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 66 | $1.26B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 6, 2024 | 69 | $1.27B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 66 | $1.18B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 6, 2024 | 64 | $1.20B | canonical | SEC ↗ |
Similar funds
DIAMANT ASSET MANAGEMENT, INC. LILLY ENDOWMENT INCBROOKFIELD Corp /ON/GQG Partners LLCMITSUBISHI UFJ FINANCIAL GROUP INCNewport Trust Company, LLCVIKING GLOBAL INVESTORS LPPARNASSUS INVESTMENTS, LLC MASTERCARD FOUNDATION ASSET MANAGEMENT CORPPZENA INVESTMENT MANAGEMENT LLCCOATUE MANAGEMENT LLCWinslow Capital Management, LLC