Dempze Nancy E
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES RUSSELL 1000 GROWTH | $710.0K | 0.4% |
| NEXTERA ENERGY INC | $691.7K | 0.4% |
| MCCORMICK & CO INC | $677.4K | 0.4% |
| T ROWE PRICE INST LARGE-CAP GR | $671.9K | 0.4% |
| Merck & Co., Inc. | $653.1K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $619.2K | 0.3% |
| WCM FOCUSED INTERNATIONAL GROW | $599.6K | 0.3% |
| REGENERON PHARMACEUTICALS, INC. | $540.3K | 0.3% |
| ADVANCED DRAINAGE SYSTEMS, INC. | $535.9K | 0.3% |
| Walker & Dunlop, Inc. | $529.3K | 0.3% |
| VANGUARD 500 INDEX FD ADMIRAL | $515.0K | 0.3% |
| WELLS FARGO & COMPANY/MN | $512.6K | 0.3% |
| Somnigroup International Inc | $491.0K | 0.3% |
| VANGUARD TOTAL STOCK MARKET IN | $471.1K | 0.2% |
| CANADIAN PACIFIC KANSAS CITY L | $466.9K | 0.2% |
| EXXON MOBIL CORP | $466.3K | 0.2% |
| OAKMARK INTL FD | $462.2K | 0.2% |
| VANGUARD SMALL CAP INDEX FD AD | $443.7K | 0.2% |
| Broadcom Inc. | $437.1K | 0.2% |
| S&P Global Inc. | $418.1K | 0.2% |
| AMGEN INC | $412.4K | 0.2% |
| AMPHENOL CORP /DE | $371.1K | 0.2% |
| ILLINOIS TOOL WORKS INC | $352.2K | 0.2% |
| AMERICAN INTERNATIONAL GROUP, INC. | $342.6K | 0.2% |
| Morningstar, Inc. | $324.7K | 0.2% |
| VANGUARD PACIFIC STOCK INDEX F | $309.8K | 0.2% |
| VANGUARD EMERGING MARKETS STOC | $307.5K | 0.2% |
| PEPSICO INC | $297.8K | 0.2% |
| VANGUARD EUROPEAN STOCK INDEX | $294.9K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $293.6K | 0.2% |
| VANGUARD INDEX FDS S&P 500 ETF | $286.6K | 0.1% |
| T ROWE PRICE DIVIDEND GROWTH F | $284.3K | 0.1% |
| TEXAS INSTRUMENTS INC | $280.2K | 0.1% |
| RELX PLC | $272.8K | 0.1% |
| Union Pacific Corp | $268.3K | 0.1% |
| Devon Energy Corp | $256.4K | 0.1% |
| CINCINNATI FINANCIAL CORP | $245.0K | 0.1% |
| COLGATE PALMOLIVE CO | $245.0K | 0.1% |
| Walmart Inc. | $242.5K | 0.1% |
| Walt Disney Co | $227.5K | 0.1% |
| SPROTT GOLD MINERS ETF | $226.3K | 0.1% |
| Zscaler, Inc. | $224.9K | 0.1% |
| FPA CRESCENT FUND | $221.3K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $219.8K | 0.1% |
| Comcast Corp. | $207.3K | 0.1% |
| VANGUARD INTERMEDIATE-TERM TAX | $201.1K | 0.1% |
| ROBECO BOSTON PARTNERS LONG SH | $182.0K | 0.1% |
| BANCO SANTANDER SA | $122.4K | 0.1% |