First Long Island Investors, LLC holds a diversified book of 73 reported positions worth $1.4B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Micron Technology Inc and trimmed Alphabet Inc-CL A. Their largest long position is Amphenol Corp-CL A at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +8% (+7.7%/yr). That is a simulation of the disclosed long book, not audited returns.
First Long Island Investors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning First Long Island Investors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as First Long Island Investors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 73 | $644.1M |
| Blackhill Capital Inc | 16 / 73 | $2.3B |
| Evelyn Partners Group Ltd | 62 / 73 | $44.7B |
| Hoffman, Alan N Investment Management | 7 / 73 | $153.6M |
| Ketron Financial | 19 / 73 | $287.4M |
| Draper Asset Management, LLC | 10 / 73 | $171.3M |
| Outlook Capital Management, LLC | 16 / 73 | $260.3M |
| Hoey Investments, Inc | 55 / 73 | $641.0M |
Ranked by the share of each fund's own book sitting in the names it shares with First Long Island Investors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp New CL A COM | $78.5M | 445.2K | 5.6% | ▲+23% Added · +84K sh | |
| 2 | Nvidia Corporation Com COM | $71.0M | 354.9K | 5.0% | ▲+2.5% Added · +9K sh | |
| 3 | Amazon Com Inc Com COM | $69.1M | 290.0K | 4.9% | ▲+5.5% Added · +15K sh | |
| 4 | Microsoft Corp Com COM | $59.9M | 160.5K | 4.2% | ▲+0.3% Added · +453 sh | |
| 5 | Alphabet Inc Cap STK CL A COM | $59.1M | 165.4K | 4.2% | ▼−5.0% Reduced · −9K sh | |
| 6 | Parker Hannifin Corp Com COM | $59.0M | 60.3K | 4.2% | ▲+0.4% Added · +244 sh | |
| 7 | Lilly Eli & Co Com COM | $55.1M | 45.9K | 3.9% | ▲+4.2% Added · +2K sh | |
| 8 | Taiwan Semiconductor MFG Ltd S COM | $46.9M | 98.1K | 3.3% | ▼−16% Reduced · −19K sh | |
| 9 | Broadcom Ltd SGD COM | $46.8M | 124.0K | 3.3% | ▲+3.9% Added · +5K sh | |
| 10 | Visa Inc Com CL A COM | $46.6M | 135.7K | 3.3% | ▼−5.1% Reduced · −7K sh | |
| 11 | Apple Inc Com COM | $43.5M | 150.4K | 3.1% | ▲+32% Added · +36K sh | |
| 12 | JPMorgan Chase & Co Com COM | $38.1M | 116.4K | 2.7% | ▲~0% Added · +48 sh | |
| 13 | Micron Technology Inc Com COM | $33.7M | 29.2K | 2.4% | ▲New New position | |
| 14 | Ge Vernova LLC Com COM | $32.3M | 27.5K | 2.3% | ▲+168% Added · +17K sh | |
| 15 | Mastercard Incorporated CL A COM | $31.0M | 60.3K | 2.2% | ▼−7.7% Reduced · −5K sh | |
| 16 | Williams Sonoma Inc Com COM | $30.4M | 130.5K | 2.2% | ▼−0.1% Reduced · −83 sh | |
| 17 | Abbvie Inc Com COM | $29.8M | 118.2K | 2.1% | ▼−0.1% Reduced · −125 sh | |
| 18 | Philip Morris Intl Inc Com COM | $28.8M | 159.4K | 2.0% | ▲+0.1% Added · +236 sh | |
| 19 | Johnson & Johnson Com COM | $28.5M | 112.0K | 2.0% | ▼−0.2% Reduced · −183 sh | |
| 20 | Eaton Corp PLC SHS COM | $28.1M | 65.9K | 2.0% | ▲+20% Added · +11K sh | |
| 21 | Meta Platforms Inc CL A COM | $27.5M | 48.9K | 2.0% | ▲+0.6% Added · +270 sh | |
| 22 | Automatic Data Processing Inc COM | $27.1M | 121.0K | 1.9% | ▲+10% Added · +11K sh | |
| 23 | Amgen Inc Com COM | $25.3M | 69.9K | 1.8% | ▼−0.1% Reduced · −83 sh | |
| 24 | Unitedhealth Group Inc Com COM | $24.5M | 59.0K | 1.7% | ▲+12% Added · +6K sh | |
| 25 | Qualcomm Inc Com COM | $24.5M | 132.5K | 1.7% | ▼−0.2% Reduced · −239 sh | |
| 26 | Fastenal Co Com COM | $24.0M | 500.1K | 1.7% | ▼~0% Reduced · −127 sh | |
| 27 | Abbott Labs Com COM | $21.3M | 234.5K | 1.5% | ▼−39% Reduced · −147K sh | |
| 28 | Lowes Cos Inc Com COM | $21.0M | 95.1K | 1.5% | ▼−39% Reduced · −61K sh | |
| 29 | Fair Isaac Corp COM | $20.9M | 17.5K | 1.5% | ▲+12% Added · +2K sh | |
| 30 | BlackRock Inc Com COM | $20.6M | 21.4K | 1.5% | ▼−0.1% Reduced · −17 sh | |
| 31 | Uber Technologies Inc COM | $20.5M | 284.1K | 1.5% | ▲+0.8% Added · +2K sh | |
| 32 | US Bancorp Del Com New COM | $19.2M | 318.0K | 1.4% | ▼−0.2% Reduced · −554 sh | |
| 33 | London Stock Exchange Group SP COM | $18.9M | 698.2K | 1.3% | ▲+44% Added · +213K sh | |
| 34 | Alphabet Inc Cap STK CL C COM | $18.8M | 53.3K | 1.3% | ▼−7.6% Reduced · −4K sh | |
| 35 | CDN Natl Railway Co Cad COM | $18.0M | 151.0K | 1.3% | ▲+0.3% Added · +540 sh | |
| 36 | NextEra Energy Inc COM | $16.4M | 187.4K | 1.2% | ▲~0% Added · +93 sh | |
| 37 | Illinois Tool WKS Inc Com COM | $14.8M | 54.9K | 1.1% | ▼−0.2% Reduced · −122 sh | |
| 38 | Home Depot Inc Com COM | $14.6M | 41.4K | 1.0% | ▼~0% Reduced · −2 sh | |
| 39 | Pepsico Inc Com COM | $14.2M | 104.9K | 1.0% | ▲+0.1% Added · +127 sh | |
| 40 | McDonalds Corp Com COM | $13.8M | 50.9K | 1.0% | ▼−0.1% Reduced · −51 sh | |
| 41 | Synopsys Inc COM | $13.1M | 29.5K | 0.9% | ▲+37% Added · +8K sh | |
| 42 | Lockheed Martin Corp Com COM | $12.7M | 24.9K | 0.9% | ▲New New position | |
| 43 | Honeywell Intl Inc Com COM | $10.8M | 48.2K | 0.8% | ▲New New position | |
| 44 | Honeywell Aerospace COM | $10.6M | 48.1K | 0.8% | →Listed Newly reportable | |
| 45 | Cadence Design Sys Inc COM | $9.2M | 24.5K | 0.7% | ▲+50% Added · +8K sh | |
| 46 | Blackstone Inc COM | $7.5M | 63.6K | 0.5% | ▼−61% Reduced · −101K sh | |
| 47 | Netflix Inc Com COM | $6.0M | 84.0K | 0.4% | ▼−13% Reduced · −12K sh | |
| 48 | Intuitive Surgical Inc COM | $4.7M | 11.8K | 0.3% | ▲+1.3% Added · +150 sh | |
| 49 | Schwab Charles Corp New Com COM | $3.9M | 42.4K | 0.3% | ▲+613% Added · +36K sh | |
| 50 | TJX Cos Inc New Com COM | $1.8M | 12.0K | 0.1% | ▲+814% Added · +11K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.