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Dempze Nancy E

All holdings · as of Dec 31, 2025

98 positions

CompanyClassValueShares% of portfolio
CARRIER GLOBAL Corp—$811.5K15,3580.4%
ISHARES RUSSELL 3000—$813.2K2,1020.4%
EXELIXIS INC—$854.7K19,5000.4%
WASTE MANAGEMENT INC—$910.0K4,1420.5%
VANGUARD STAR FD—$911.9K31,2720.5%
Global Payments Inc—$1.04M13,5000.5%
Chubb Ltd—$1.12M3,6000.6%
VANGUARD DIVIDEND GROWTH—$1.33M40,6340.7%
VANGUARD DIVIDEND APPRECIATION—$1.37M6,2310.7%
FISERV INC—$1.38M20,5230.7%
Alphabet Inc.—$1.41M4,4850.7%
Morgan Stanley—$1.52M8,5830.8%
AbbVie Inc.—$1.53M6,6910.8%
Warren E. Buffett—$1.68M3,3510.9%
JPMORGAN CHASE & CO—$1.68M5,2280.9%
INTERNATIONAL BUSINESS MACHINES CORP—$1.71M5,7600.9%
CANADIAN NATL RAILWAY—$1.99M20,1701.0%
SCHWAB CHARLES CORP—$2.02M20,2611.1%
CHEVRON CORP—$2.16M14,1671.1%
GQG PARTNERS EMERGING MARKETS—$2.18M122,6241.1%
Uber Technologies, Inc—$2.19M26,7991.1%
AMG RIVER ROAD SMALL-MID CAP V—$2.40M241,7461.3%
Visa Inc—$2.75M7,8491.4%
APTARGROUP, INC.—$2.92M23,9621.5%
AMERICAN EXPRESS CO—$2.96M8,0111.5%
APPLIED MATERIALS INC /DE—$3.07M11,9421.6%
VERTEX PHARMACEUTICALS INC / MA—$3.20M7,0581.7%
UNITEDHEALTH GROUP INC—$3.45M10,4661.8%
PROCTER & GAMBLE Co—$3.72M25,9521.9%
Xylem Inc.—$3.89M28,5742.0%
ADVANCED MICRO DEVICES INC—$4.23M19,7682.2%
Rockwell Automation Inc—$4.45M11,4352.3%
AUTOMATIC DATA PROCESSING INC—$4.47M17,3812.3%
JOHNSON & JOHNSON—$4.58M22,1102.4%
DANAHER CORP /DE—$4.63M20,2432.4%
HOME DEPOT, INC.—$4.65M13,5112.4%
SCHNEIDER ELEC SA ADR—$4.94M89,8552.6%
ABBOTT LABORATORIES—$5.42M43,2352.8%
TJX Cos Inc/The—$5.80M37,7723.0%
ELI LILLY & Co—$5.90M5,4913.1%
Mastercard Inc—$6.03M10,5683.1%
RTX Corp—$6.08M33,1343.2%
ANALOG DEVICES INC—$6.36M23,4453.3%
Amazon.com Inc—$6.46M27,9913.4%
Apple Inc.—$8.78M32,2984.6%
MICROSOFT CORP—$8.94M18,4914.7%
Alphabet Inc.—$10.59M33,8395.5%
NVIDIA Corp—$10.68M57,2425.6%
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