Elefante Mark B Portfolio Stock Holdings

Elefante Mark B disclosed 58 stock positions valued at approximately $181.8 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC CL A, APPLE, and NVIDIA CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
58
Portfolio Value
$181.8M
Holdings by Sector
Elefante Mark B Portfolio Holdings in Q1 2026

56 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INC CL AGOOGLCommunication Services6.62%41,836+3,899+10.28%$12,030,361
APPLEAAPLTechnology5.46%39,085+5,435+16.15%$9,919,382
NVIDIA CORPNVDATechnology5.36%55,902+6,857+13.98%$9,749,309
ANALOG DEVICESADITechnology4.74%27,108+2,242+9.02%$8,624,140
TJX COSTJXConsumer Cyclical4.05%46,150+6,317+15.86%$7,370,155
MASTERCARDMAFinancial Services4.04%14,687+2,403+19.56%$7,338,507
MICROSOFTMSFTTechnology3.91%19,196+3,087+19.16%$7,105,782
AMAZON.COMAMZNConsumer Cyclical3.84%33,534+5,032+17.65%$6,984,126
JOHNSON AND JOHNSONJNJHealthcare3.51%26,123+3,665+16.32%$6,385,506
RTX CORPORATIONRTXIndustrials3.26%30,751+2,151+7.52%$5,931,868
ADVANCED MICRO DEVICESAMDTechnology3.07%27,459+1,544+5.96%$5,585,985
ABBOTT LABSABTHealthcare3.05%54,056+8,403+18.41%$5,549,930
PROCTER & GAMBLEPGConsumer Defensive2.94%37,063+325+0.88%$5,353,379
ROCKWELL AUTOMATIONROKIndustrials2.90%14,670+1,950+15.33%$5,264,769
DANAHER CORPDHRHealthcare2.78%26,618+4,173+18.59%$5,046,773
SCHNEIDER ELEC SA ADRSBGSYIndustrials2.63%87,739+13,237+17.77%$4,775,634
AUTOMATIC DATA PROCESSINGADPTechnology2.62%23,424+3,516+17.66%$4,759,288
APTARGROUPATRHealthcare2.62%37,764+5,723+17.86%$4,759,018
HOME DEPOTHDConsumer Cyclical2.56%14,147+2,196+18.38%$4,652,807
XYLEM INCXYLIndustrials2.30%35,055+6,071+20.95%$4,189,072
CHEVRONCVXEnergy2.30%20,172-1,183-5.54%$4,173,586
APPLIED MATERIALAMATTechnology2.29%12,204+2,706+28.49%$4,171,206
ELI LILLY & COLLYHealthcare2.04%4,031-265-6.17%$3,707,592
VERTEX PHARMACEUTICALSVRTXHealthcare2.00%8,141+1,126+16.05%$3,635,282
AMERICAN EXPRESSAXPFinancial Services1.79%10,730+4,088+61.55%$3,245,611
CANADIAN NATL RAILWAYCNIIndustrials1.75%30,958+3,905+14.43%$3,181,553
CHARLES SCHWABSCHWFinancial Services1.70%32,839+12,654+62.69%$3,086,209
NEXTERA ENERGYNEEUtilities1.58%30,896+11,200+56.86%$2,869,621
UBER TECHNOLOGIES INCUBERTechnology1.53%38,584+13,359+52.96%$2,775,346
CARRIER GLOBALCARRIndustrials1.15%37,077-3,603-8.86%$2,087,805
EXXON MOBILXOMEnergy0.70%7,550-300-3.82%$1,280,933
ASML HOLDING NVASMLOther0.66%908+395+77.00%$1,199,313
FISERVFITechnology0.63%20,616-2,145-9.42%$1,150,372
HONEYWELL INTLHONIndustrials0.56%4,544+977+27.39%$1,027,080
ABBVIEABBVHealthcare0.55%4,590+250+5.76%$998,279
UNITEDHEALTH GROUPUNHHealthcare0.54%3,596-3,401-48.61%$973,041
WASTE CONNECTIONS INC NEWWCNIndustrials0.53%5,974+5,974+100.00%$970,417
BROADCOM INCAVGOTechnology0.52%3,073+2,353+326.81%$951,124
AMPHENOLAPHTechnology0.41%5,943--$750,898
GQG PARTNERS EMERGING MARKETS GQGIXOther0.40%40,146+14,456+56.27%$730,257
CROWDSTRIKE HOLDINGS INCCRWDTechnology0.36%1,688+781+86.11%$659,012
COSTCO WHOLESALECOSTConsumer Defensive0.35%638--$635,722
BERKSHIRE HATHAWAY CL BBRK-BFinancial Services0.32%1,205+148+14.00%$577,436
MERCKMRKHealthcare0.32%4,800--$577,391
NESTLE SA ADRNSRGYConsumer Defensive0.29%5,380-1,120-17.23%$533,157
CANADIAN PACIFIC KANSAS CITY LCPIndustrials0.28%6,365+30+0.47%$500,671
PEPSICOPEPConsumer Defensive0.25%2,875--$446,459
MCCORMICK & COMKCConsumer Defensive0.24%8,785+1,445+19.69%$443,116
UNION PACIFICUNPIndustrials0.20%1,500--$363,930
VISAVFinancial Services0.17%1,035-800-43.60%$312,818
DEERE & CODEIndustrials0.16%525+525+100.00%$295,732
STRYKER CORPSYKHealthcare0.15%855--$280,945
ALPHABET INC CL CGOOGCommunication Services0.15%960-225-18.99%$275,387
ECOLAB INCECLBasic Materials0.15%1,000--$266,020
JPMORGAN CHASEJPMFinancial Services0.12%772--$227,092
DOVER CORPDOVIndustrials0.11%1,000+1,000+100.00%$208,450
Elefante Mark B Portfolio Stock Holdings | InsiderSet