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Elefante Mark B

All holdings · as of Dec 31, 2025

56 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$11.87M37,9377.3%
Apple Inc.$9.15M33,6505.6%
NVIDIA Corp$9.15M49,0455.6%
MICROSOFT CORP$7.79M16,1094.8%
Mastercard Inc$7.01M12,2844.3%
ANALOG DEVICES INC$6.74M24,8664.1%
Amazon.com, Inc.$6.58M28,5024.0%
TJX Cos Inc/The$6.12M39,8333.7%
ABBOTT LABORATORIES$5.72M45,6533.5%
ADVANCED MICRO DEVICES INC$5.55M25,9153.4%
RTX Corp$5.25M28,6003.2%
DANAHER CORP /DE$5.14M22,4453.1%
AUTOMATIC DATA PROCESSING INC$5.12M19,9083.1%
ROCKWELL AUTOMATION INC$4.95M12,7203.0%
JOHNSON & JOHNSON$4.65M22,4582.8%
PROCTER & GAMBLE Co$4.53M31,6002.8%
HOME DEPOT, INC.$4.11M11,9512.5%
SCHNEIDER ELEC SA ADR$4.09M74,5022.5%
Xylem Inc.$3.95M28,9842.4%
APTARGROUP, INC.$3.91M32,0412.4%
CHEVRON CORP$3.25M21,3552.0%
VERTEX PHARMACEUTICALS INC / MA$3.18M7,0151.9%
ELI LILLY & Co$3.11M2,8981.9%
CANADIAN NATL RAILWAY$2.67M27,0531.6%
AMERICAN EXPRESS CO$2.46M6,6421.5%
APPLIED MATERIALS INC /DE$2.44M9,4981.5%
UNITEDHEALTH GROUP INC$2.31M6,9971.4%
CARRIER GLOBAL Corp$2.15M40,6801.3%
Uber Technologies, Inc$2.06M25,2251.3%
SCHWAB CHARLES CORP$2.02M20,1851.2%
MCCORMICK & CO INC$1.74M25,5401.1%
NEXTERA ENERGY INC$1.58M19,6961.0%
FISERV INC$1.53M22,7610.9%
AbbVie Inc.$991.6K4,3400.6%
EXXON MOBIL CORP$944.7K7,8500.6%
AMPHENOL CORP /DE$803.1K5,9430.5%
HONEYWELL INTERNATIONAL INC$695.9K3,5670.4%
Visa Inc$643.6K1,8350.4%
NESTLE SA ADR$642.1K6,5000.4%
COSTCO WHOLESALE CORP /NEW$550.2K6380.3%
ASML HOLDING NV$548.8K5130.3%
Warren E. Buffett$531.3K1,0570.3%
Merck & Co., Inc.$505.2K4,8000.3%
CANADIAN PACIFIC KANSAS CITY L$466.4K6,3350.3%
GQG PARTNERS EMERGING MARKETS$457.3K25,6900.3%
CrowdStrike Holdings, Inc.$425.2K9070.3%
AMG RIVER ROAD SMALL-MID CAP V$414.4K41,6850.3%
PEPSICO INC$412.6K2,8750.3%
Alphabet Inc.$371.9K1,1850.2%
UNION PACIFIC CORP$347.0K1,5000.2%
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