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First Long Island Investors, LLC
Robert D. Rosenthal · Investment Advisor · Multi-Strategy
First Long Island Investors, LLC (FLI) is a boutique wealth management firm based in Jericho, New York, that provides sophisticated money management and financial planning services to high-net-worth individuals, families, and select institutions. Founded in 1983 by Robert D. Rosenthal and Ralph F. Palleschi, the firm traces its roots to the leadership team of Entenmann's Bakery. FLI focuses on a long-term approach to wealth management, specializing in individualized asset allocation designed for the preservation and growth of capital. The firm is characterized by its high-touch service model and the fact that its principals invest their own capital side-by-side with clients in most investment strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.8% |
| YTD return | +6.8% |
| Sharpe ratio | 2.53 |
| Win rate | 61% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://fliinvestors.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 8.4% | -1.4% |
| NVDA | NVIDIA Corporation | 8.0% | +13.3% |
| AMZN | Amazon.com Inc | 7.9% | +13.1% |
| GOOGL | Alphabet Inc Class A | 7.7% | +34.1% |
| APH | Amphenol Corporation | 7.2% | +25.0% |
| PH | Parker-Hannifin Corporation | 6.1% | +22.7% |
| LLY | Eli Lilly and Company | 5.5% | +23.6% |
| V | Visa Inc. Class A | 5.3% | +7.9% |
| AAPL | Apple Inc | 4.9% | +7.7% |
| AVGO | Broadcom Inc | 4.6% | +5.6% |
| JPM | JPMorgan Chase & Co | 4.3% | +15.3% |
| TSM | Taiwan Semiconductor Manufacturing | 4.2% | +44.4% |
| MA | Mastercard Inc | 3.7% | +0.2% |
| ADP | Automatic Data Processing Inc | 3.6% | +0.6% |
| WSM | Williams-Sonoma Inc | 3.1% | +9.6% |
| PM | Philip Morris International Inc | 3.1% | +16.1% |
| ABBV | AbbVie Inc | 3.1% | +4.2% |
| AMGN | Amgen Inc | 3.1% | -13.7% |
| JNJ | Johnson & Johnson | 3.0% | +1.7% |
| META | Meta Platforms Inc. | 2.9% | +12.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 7.7% → 7.7% |
| Aug 31, 2026 | BUY | V | 5.1% → 5.3% |
| Aug 31, 2026 | BUY | ADP | 3.4% → 3.6% |
| Aug 31, 2026 | SELL | APH | 7.3% → 7.2% |
| Aug 31, 2026 | BUY | AMZN | 7.8% → 7.9% |
Investment Style Analysis
First Long Island Investors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, First Long Island Investors, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s core investment philosophy is centered on the preservation and growth of each client’s net worth through a disciplined, long-term approach and strategic asset allocation. FLI recommends diversifying investments among a broad range of assets, including equities, fixed income, and private investments such as real estate and private equity. A key pillar of their philosophy is the alignment of interests, achieved through the principals investing their own capital alongside clients in the same strategies. This 'side-by-side' commitment ensures a focused effort on risk-adjusted returns and goal-oriented wealth planning across generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with First Long Island Investors, LLC.
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Frequently asked questions
How is the simulated portfolio for First Long Island Investors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is First Long Island Investors, LLC's largest holding?
As of the latest filing, First Long Island Investors, LLC's top position is Microsoft Corporation (MSFT), representing 8.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is First Long Island Investors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +10.8% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 2.53, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does First Long Island Investors, LLC primarily invest in?
First Long Island Investors, LLC has a strong preference for the Semiconductors sector, which makes up 16.9% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is First Long Island Investors, LLC's portfolio concentrated or diversified?
First Long Island Investors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has First Long Island Investors, LLC performed in 2026?
Our AI-simulated model portfolio for First Long Island Investors, LLC tracks a Year-to-Date (YTD) return of +6.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert D. Rosenthal manage First Long Island Investors, LLC directly?
Yes, Robert D. Rosenthal serves as the key portfolio manager for First Long Island Investors, LLC, overseeing the investment strategy and final capital allocation decisions.