Portfolio (Quarterly) Guide ↗

First Long Island Investors, LLC

· CIK 0001490429

13F Portfolio $1.4B AUM 74 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 7 New 20 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SNPS	SYNOPSYS INC	Technology	18,917	$9.3M	0.69%	SOLD
2	WDAY	WORKDAY INC CL A	Technology	26,100	$6.3M	0.47%	SOLD

Sector Allocation

Technology 29.6%

Healthcare 16.3%

Industrials 13.7%

Financial Services 12.6%

Consumer Cyclical 11.9%

Communication Services 10.7%

Consumer Defensive 4.0%

Utilities 1.1%

Basic Materials 0.1%