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CIK: 0001592614
Total reported value
$209.0M
$209.0M
81 檔
16.4%
During the Q2 2024 filing period, Dempze Nancy E (CIK: 0001592614) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $209.0M across 81 reported positions.
During Q2 2024, Dempze Nancy E's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.99% | -0.15% | +838.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.28% | +3.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.44% | -0.01% | +1.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.03% | +0.29% | -2.25% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 3.52% | +0.08% | -0.49% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.27% | -0.23% | +0.27% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.01% | +2.21% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 3.07% | +2.84% | -2.16% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 2.98% | -0.41% | +1.00% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 2.93% | -0.07% | +0.59% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 2.87% | -0.40% | +0.30% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.80% | -0.20% | -2.63% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 2.67% | -0.66% | +2.43% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.61% | -0.56% | +1.40% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.60% | -0.13% | +7.54% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.59% | -0.43% | +4.13% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.55% | -0.32% | +8.95% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.46% | -0.01% | -0.19% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.36% | +0.44% | +3.86% | |
| 20 | ATR | Aptargroup Inc | Stock-Healthcare | 2.20% | -0.36% | +0.80% | |
| 21 | XYL | Xylem Inc | Stock-Industrials | 2.18% | -0.23% | +0.97% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 2.03% | -0.55% | +1.37% | |
| 23 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 2.02% | -0.04% | — | |
| 24 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.01% | — | -0.45% | |
| 25 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 1.90% | +0.15% | +12.60% | |
| 26 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.41% | -0.15% | — | |
| 27 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.36% | -0.08% | — | |
| 28 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.34% | — | -2.40% | |
| 29 | VGSTX | Vanguard Star Fund-inv | Stock-Other | 1.09% | -0.03% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | -0.05% | +533.37% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.46% | +58.71% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.93% | — | -0.40% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.08% | +75.24% | |
| 34 | CARR | Carrier Global CORP | Stock-Industrials | 0.87% | -0.20% | +94.18% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.83% | +0.05% | +266.38% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.79% | -0.06% | — | |
| 37 | BALL | Ball CORP | Stock-Consumer Disc | 0.79% | — | +89.78% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.03% | — | |
| 39 | OAKIX | Oakmark International-inv | Stock-Other | 0.77% | -0.02% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.02% | +43.00% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.62% | -0.08% | -4.05% | |
| 42 | APHJX | Artisan Intl Sm/mid-inst | Stock-Other | 0.48% | — | — | |
| 43 | WCMIX | Wcm Focused Intl Growth-inst | Stock-Other | 0.46% | -0.05% | -24.97% | |
| 44 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.46% | -0.01% | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.45% | — | — | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.41% | — | — | |
| 47 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 0.40% | -0.19% | -3.40% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.02% | +29.37% | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.31% | -0.02% | — | |
| 50 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 0.31% | — | — |
According to official SEC Form 13F filings, Dempze Nancy E reported a total U.S. public equity portfolio value of $209.0M across 81 disclosed positions in Q2 2024.
During Q2 2024, Dempze Nancy E's top holdings by market value included NVDA (7.0%)、MSFT (4.5%)、AAPL (4.4%). The largest single position, NVDA, represented 7.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 16.4% of total reported equity market value during Q2 2024.
In Q2 2024, Dempze Nancy E made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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