Arkolith/Funds/First Long Island Investors, LLC

First Long Island Investors, LLC

CIK 1490429Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

First Long Island Investors, LLC holds a diversified book of 70 stocks worth $1.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened London Stock Ex Grp ADR Spon and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 5% of the equity book.

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Use Arkolith to show First Long Island Investors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
11
existing
Trimmed
37
reduced
Sold out
8
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
40%
Top 20 holdings
64%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
34%
Health Care
16%
Consumer Discretionary
14%
Financials
13%
Industrials
12%
Consumer Staples
3%
Communication Services
3%
ETF / fund or unclassified
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

70 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
COM
$60.4M346.1K
4.9%
−0.3%
Reduced · −993 sh
2Microsoft Corp Com
COM
$59.2M160.0K
4.8%
−0.6%
Reduced · −920 sh
3Amazon Com Inc Com
COM
$57.2M274.8K
4.6%
−4.2%
Reduced · −12K sh
4Parker Hannifin Corp Com
COM
$53.8M60.0K
4.4%
−0.8%
Reduced · −484 sh
5Alphabet Inc Cap STK CL A
COM
$50.1M174.2K
4.1%
−4.7%
Reduced · −9K sh
6Amphenol Corp New CL A
COM
$45.6M360.8K
3.7%
+41%
Added · +104K sh
7Visa Inc Com CL A
COM
$43.2M143.1K
3.5%
+38%
Added · +39K sh
8Lilly Eli & Co Com
COM
$40.5M44.1K
3.3%
−0.3%
Reduced · −153 sh
9Taiwan Semiconductor MFG Ltd S
COM
$39.6M117.1K
3.2%
−0.8%
Reduced · −1K sh
10Abbott Labs Com
COM
$39.2M382.0K
3.2%
−10%
Reduced · −44K sh
11Broadcom Ltd SGD
COM
$36.9M119.3K
3.0%
−0.3%
Reduced · −323 sh
12Lowes Cos Inc Com
COM
$36.9M156.0K
3.0%
−0.8%
Reduced · −1K sh
13JPMorgan Chase & Co Com
COM
$34.2M116.3K
2.8%
−0.9%
Reduced · −1K sh
14Mastercard Incorporated CL A
COM
$32.7M65.4K
2.6%
−0.2%
Reduced · −137 sh
15Apple Inc Com
COM
$29.0M114.2K
2.4%
+58%
Added · +42K sh
16Meta Platforms Inc CL A
COM
$27.8M48.6K
2.3%
+2.8%
Added · +1K sh
17Johnson & Johnson Com
COM
$27.4M112.2K
2.2%
−1.5%
Reduced · −2K sh
18Philip Morris Intl Inc Com
COM
$26.3M159.2K
2.1%
−1.2%
Reduced · −2K sh
19Abbvie Inc Com
COM
$25.7M118.4K
2.1%
−1.1%
Reduced · −1K sh
20Amgen Inc Com
COM
$24.6M70.0K
2.0%
−0.9%
Reduced · −650 sh
21Williams Sonoma Inc Com
COM
$23.8M130.6K
1.9%
−1.0%
Reduced · −1K sh
22Fastenal Co Com
COM
$23.2M500.2K
1.9%
−1.1%
Reduced · −6K sh
23Automatic Data Processing Inc
COM
$22.3M109.7K
1.8%
−43%
Reduced · −82K sh
24BlackRock Inc Com
COM
$20.6M21.5K
1.7%
−1.2%
Reduced · −252 sh
25Uber Technologies Inc
COM
$20.3M281.9K
1.6%
+20%
Added · +47K sh
26Eaton Corp PLC SHS
COM
$19.7M55.0K
1.6%
−0.6%
Reduced · −346 sh
27Blackstone Inc
COM
$18.9M164.3K
1.5%
−0.3%
Reduced · −579 sh
28NextEra Energy Inc
COM
$17.4M187.3K
1.4%
−0.6%
Reduced · −1K sh
29Qualcomm Inc Com
COM
$17.1M132.8K
1.4%
−1.2%
Reduced · −2K sh
30Fair Isaac Corp
COM
$16.7M15.6K
1.4%
+198%
Added · +10K sh
31US Bancorp Del Com New
COM
$16.6M318.6K
1.3%
−0.9%
Reduced · −3K sh
32Alphabet Inc Cap STK CL C
COM
$16.6M57.7K
1.3%
~0%
Reduced · −16 sh
33Pepsico Inc Com
COM
$16.3M104.7K
1.3%
−0.6%
Reduced · −594 sh
34McDonalds Corp Com
COM
$15.8M51.0K
1.3%
−1.0%
Reduced · −524 sh
35CDN Natl Railway Co Cad
COM
$15.5M150.4K
1.3%
+6.3%
Added · +9K sh
36London Stock Exchange Group SP
COM
$14.5M484.8K
1.2%
New
New position
37Illinois Tool WKS Inc Com
COM
$14.3M55.0K
1.2%
−1.2%
Reduced · −657 sh
38Unitedhealth Group Inc Com
COM
$14.2M52.6K
1.2%
−1.1%
Reduced · −571 sh
39Intuit Com
COM
$13.8M31.9K
1.1%
+11%
Added · +3K sh
40Home Depot Inc Com
COM
$13.6M41.4K
1.1%
−1.1%
Reduced · −458 sh
41Zoetis Inc CL A
COM
$12.8M108.5K
1.0%
−17%
Reduced · −23K sh
42Spotify Technology
COM
$12.4M25.6K
1.0%
+120%
Added · +14K sh
43Paychex Inc
COM
$11.7M127.2K
1.0%
+6.3%
Added · +8K sh
44Capital One Finl Corp Com
COM
$10.7M58.7K
0.9%
+19%
Added · +9K sh
45Netflix Inc Com
COM
$9.2M96.2K
0.8%
−40%
Reduced · −64K sh
46Ge Vernova LLC Com
COM
$9.0M10.3K
0.7%
New
New position
47Synopsys Inc
COM
$8.5M21.5K
0.7%
New
New position
48Intuitive Surgical Inc
COM
$5.3M11.6K
0.4%
Held
49Cadence Design Sys Inc
COM
$4.5M16.3K
0.4%
−68%
Reduced · −35K sh
50Schwab Charles Corp New Com
COM
$559K6.0K
0.0%
−7.0%
Reduced · −450 sh
Showing 50 of 70 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202670$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202674$1.4B13F-HR
Q3 2025Sep 30, 2025Nov 12, 202569$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 12, 202565$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.