Institutions / Elefante Mark B

Elefante Mark B

CIK 1661535 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$163.20M
Positions
56
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Alphabet Inc.โ€”$11.87M37,9377.3%
Apple Inc.โ€”$9.15M33,6505.6%
NVIDIA Corpโ€”$9.15M49,0455.6%
Microsoft Corpโ€”$7.79M16,1094.8%
Mastercard Incโ€”$7.01M12,2844.3%
Analog Devices Incโ€”$6.74M24,8664.1%
Amazon.com Incโ€”$6.58M28,5024.0%
TJX Cos Inc/Theโ€”$6.12M39,8333.7%
Abbott Laboratoriesโ€”$5.72M45,6533.5%
Advanced Micro Devices Incโ€”$5.55M25,9153.4%
RTX Corpโ€”$5.25M28,6003.2%
Danaher Corp /Deโ€”$5.14M22,4453.1%
Automatic Data Processing Incโ€”$5.12M19,9083.1%
Rockwell Automation Incโ€”$4.95M12,7203.0%
Johnson & Johnsonโ€”$4.65M22,4582.8%
PROCTER & GAMBLE Coโ€”$4.53M31,6002.8%
Home Depot, Inc.โ€”$4.11M11,9512.5%
Schneider Elec SA Adrโ€”$4.09M74,5022.5%
Xylem Inc.โ€”$3.95M28,9842.4%
Aptargroup, Inc.โ€”$3.91M32,0412.4%
Chevron Corpโ€”$3.25M21,3552.0%
Vertex Pharmaceuticals Inc / Maโ€”$3.18M7,0151.9%
ELI LILLY & Coโ€”$3.11M2,8981.9%
Canadian Natl Railwayโ€”$2.67M27,0531.6%
American Express Coโ€”$2.46M6,6421.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.