Dempze Nancy E Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Dempze Nancy E disclosed 77 stock positions valued at approximately $208.94M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC CL A, NVIDIA CORP, and ADVANCED MICRO DEVICES.

Report Period
June 30, 2026
No. of Stocks
77
Portfolio Value
$208.94M
Holdings by Sector
Dempze Nancy E Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INC CL AGOOGLCommunication Services5.42%31,695-793-2.44%$11,326,842
NVIDIA CORPNVDATechnology5.32%55,597-1,531-2.68%$11,124,404
ADVANCED MICRO DEVICESAMDTechnology5.07%18,251-1,673-8.40%$10,602,188
APPLEAAPLTechnology4.53%32,682+85+0.26%$9,456,862
APPLIED MATERIALAMATTechnology4.52%13,062+454+3.60%$9,443,826
ANALOG DEVICESADITechnology4.20%22,072-1,479-6.28%$8,766,336
MICROSOFTMSFTTechnology3.57%19,983+1,029+5.43%$7,454,059
ELI LILLY & COLLYHealthcare3.44%5,990-31-0.51%$7,184,585
AMAZON.COMAMZNConsumer Cyclical3.31%29,052+35+0.12%$6,924,253
RTX CORPORATIONRTXIndustrials2.89%31,857-644-1.98%$6,044,228
SCHNEIDER ELEC SA ADRSBGSYIndustrials2.84%90,891+1,116+1.24%$5,924,275
TJX COSTJXConsumer Cyclical2.75%37,918+148+0.39%$5,744,576
MASTERCARDMAFinancial Services2.68%10,923+324+3.06%$5,610,053
ROCKWELL AUTOMATIONROKIndustrials2.67%11,261-56-0.49%$5,575,095
JOHNSON AND JOHNSONJNJHealthcare2.65%21,838-259-1.17%$5,546,197
HOME DEPOTHDConsumer Cyclical2.36%14,006+226+1.64%$4,939,636
PROCTER & GAMBLEPGConsumer Defensive1.97%28,058-299-1.05%$4,114,425
VERTEX PHARMACEUTICALSVRTXHealthcare1.97%8,282+472+6.04%$4,113,917
AMERICAN EXPRESSAXPFinancial Services1.95%12,032+2,243+22.91%$4,069,824
AUTOMATIC DATA PROCESSINGADPTechnology1.88%17,556+53+0.30%$3,931,664
ABBOTT LABSABTHealthcare1.84%42,366-1,984-4.47%$3,844,291
DANAHER CORPDHRHealthcare1.76%19,293-1,586-7.60%$3,674,931
XYLEM INCXYLIndustrials1.67%29,563+681+2.36%$3,494,643
APTARGROUPATRHealthcare1.38%23,107-2,095-8.31%$2,892,996
CHARLES SCHWABSCHWFinancial Services1.30%29,447+3,804+14.83%$2,717,075
UBER TECHNOLOGIES INCUBERTechnology1.29%37,429+3,515+10.36%$2,700,877
VISAVFinancial Services1.19%7,249-200-2.68%$2,487,059
CHEVRONCVXEnergy1.16%14,634+344+2.41%$2,425,732
GQG PARTNERS EMERGING MARKETS GQGIXOther1.14%129,061+122+0.09%$2,391,508
CANADIAN NATL RAILWAYCNIIndustrials1.01%17,720-330-1.83%$2,112,932
Showing 30 of 77 holdings in the latest reporting period.