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Elefante Mark B

All holdings · as of Dec 31, 2025

56 positions

CompanyClassValueShares% of portfolio
RELX PLC—$236.9K5,8600.1%
JPMORGAN CHASE & CO—$248.8K7720.2%
Broadcom Inc.—$249.2K7200.2%
ECOLAB INC.—$262.5K1,0000.2%
NOVO NORDISK A S ADR—$273.2K5,3700.2%
STRYKER CORP—$300.5K8550.2%
UNION PACIFIC CORP—$347.0K1,5000.2%
Alphabet Inc.—$371.9K1,1850.2%
PEPSICO INC—$412.6K2,8750.3%
AMG RIVER ROAD SMALL-MID CAP V—$414.4K41,6850.3%
CrowdStrike Holdings, Inc.—$425.2K9070.3%
GQG PARTNERS EMERGING MARKETS—$457.3K25,6900.3%
CANADIAN PACIFIC KANSAS CITY L—$466.4K6,3350.3%
Merck & Co., Inc.—$505.2K4,8000.3%
Warren E. Buffett—$531.3K1,0570.3%
ASML HOLDING NV—$548.8K5130.3%
COSTCO WHOLESALE CORP /NEW—$550.2K6380.3%
NESTLE SA ADR—$642.1K6,5000.4%
Visa Inc—$643.6K1,8350.4%
HONEYWELL INTERNATIONAL INC—$695.9K3,5670.4%
AMPHENOL CORP /DE—$803.1K5,9430.5%
EXXON MOBIL CORP—$944.7K7,8500.6%
AbbVie Inc.—$991.6K4,3400.6%
FISERV INC—$1.53M22,7610.9%
NEXTERA ENERGY INC—$1.58M19,6961.0%
MCCORMICK & CO INC—$1.74M25,5401.1%
SCHWAB CHARLES CORP—$2.02M20,1851.2%
Uber Technologies, Inc—$2.06M25,2251.3%
CARRIER GLOBAL Corp—$2.15M40,6801.3%
UNITEDHEALTH GROUP INC—$2.31M6,9971.4%
APPLIED MATERIALS INC /DE—$2.44M9,4981.5%
AMERICAN EXPRESS CO—$2.46M6,6421.5%
CANADIAN NATL RAILWAY—$2.67M27,0531.6%
ELI LILLY & Co—$3.11M2,8981.9%
VERTEX PHARMACEUTICALS INC / MA—$3.18M7,0151.9%
CHEVRON CORP—$3.25M21,3552.0%
APTARGROUP, INC.—$3.91M32,0412.4%
Xylem Inc.—$3.95M28,9842.4%
SCHNEIDER ELEC SA ADR—$4.09M74,5022.5%
HOME DEPOT, INC.—$4.11M11,9512.5%
PROCTER & GAMBLE Co—$4.53M31,6002.8%
JOHNSON & JOHNSON—$4.65M22,4582.8%
ROCKWELL AUTOMATION INC—$4.95M12,7203.0%
AUTOMATIC DATA PROCESSING INC—$5.12M19,9083.1%
DANAHER CORP /DE—$5.14M22,4453.1%
RTX Corp—$5.25M28,6003.2%
ADVANCED MICRO DEVICES INC—$5.55M25,9153.4%
ABBOTT LABORATORIES—$5.72M45,6533.5%
TJX Cos Inc/The—$6.12M39,8333.7%
Amazon.com, Inc.—$6.58M28,5024.0%
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