Dempze Nancy E
CIK: 0001592614SEC EDGAR →
Portfolio Value
$192.0B
Holdings
98
As of
Q4 2025
New Positions
1
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 57,242 | $10.7B | 5.56% |
| 2 | ALPHABET INC CL A | 33,839 | $10.6B | 5.52% |
| 3 | MICROSOFT | 18,491 | $8.9B | 4.66% |
| 4 | APPLE | 32,298 | $8.8B | 4.57% |
| 5 | AMAZON.COM | 27,991 | $6.5B | 3.36% |
| 6 | ANALOG DEVICES | 23,445 | $6.4B | 3.31% |
| 7 | RTX CORPORATION | 33,134 | $6.1B | 3.16% |
| 8 | MASTERCARD | 10,568 | $6.0B | 3.14% |
| 9 | TJX COS | 37,772 | $5.8B | 3.02% |
| 10 | ABBOTT LABS | 43,235 | $5.4B | 2.82% |
Quarterly Changes
Top Buys
New Positions (15)
$791.0M · 2K shares
$434.0M · 1K shares
$411.0M · 1K shares
$296.0M · 2K shares
$286.0M · 457 shares
$284.0M · 3K shares
$267.0M · 1K shares
$256.0M · 7K shares
$244.0M · 3K shares
$227.0M · 2K shares
$224.0M · 1K shares
$219.0M · 250 shares
$207.0M · 7K shares
$201.0M · 2K shares
$122.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $48.6B | 25.3% |
| Healthcare | 18 | $34.1B | 17.8% |
| Industrials | 13 | $24.3B | 12.7% |
| Financial Services | 24 | $24.1B | 12.6% |
| Unknown | 21 | $20.4B | 10.6% |
| Consumer Cyclical | 3 | $16.9B | 8.8% |
| Communication Services | 5 | $12.7B | 6.6% |
| Consumer Defensive | 11 | $5.1B | 2.7% |
| Energy | 4 | $4.9B | 2.5% |
| Utilities | 1 | $691.0M | 0.4% |