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CIK: 0001592614
Total reported value
$209.0M
$209.0M
93 檔
15.2%
According to the latest 13F quarterly dataset, Dempze Nancy E managed an equity portfolio of $209.0M at the end of Q1 2025, spanning 93 distinct U.S. exchange-listed positions.
In Q1 2025, Dempze Nancy E displayed an active expansion posture, initiating 93 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.20% | -0.15% | -3.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.01% | +0.86% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 3.65% | -0.23% | +0.27% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.28% | +3.22% | |
| 5 | FISV | Fiserv Inc | Stock-Other | 3.53% | -0.40% | -2.50% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 3.40% | -0.66% | +2.36% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.23% | -0.07% | +0.57% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | +0.29% | +0.27% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.02% | -0.01% | +0.62% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 2.81% | +0.08% | +1.73% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.80% | -0.56% | +5.57% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 2.78% | -0.13% | +6.27% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.65% | -0.43% | +9.94% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.60% | -0.55% | +8.56% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.57% | -0.20% | +5.00% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.41% | -0.41% | +7.19% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.38% | +0.15% | +19.34% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.25% | -0.32% | -9.81% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.15% | +0.44% | +1.87% | |
| 20 | ATR | Aptargroup Inc | Stock-Healthcare | 2.14% | -0.36% | +3.15% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.06% | +0.05% | +16.23% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 2.01% | -0.23% | +8.83% | |
| 23 | CARR | Carrier Global CORP | Stock-Industrials | 1.82% | -0.20% | +27.42% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.70% | — | +30.23% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 1.69% | +2.84% | -6.41% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.57% | -0.05% | -15.02% | |
| 27 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 1.53% | -0.04% | — | |
| 28 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.46% | -0.01% | -14.54% | |
| 29 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.35% | -0.08% | +1.29% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.20% | -0.46% | +27.47% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.60% | +11.46% | |
| 32 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.11% | -0.15% | — | |
| 33 | VGSTX | Vanguard Star Fund-inv | Stock-Other | 0.93% | -0.03% | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.08% | -12.39% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.04% | -1.63% | |
| 36 | BALL | Ball CORP | Stock-Consumer Disc | 0.79% | — | -26.71% | |
| 37 | GPN | Global Payments Inc | Stock-Industrials | 0.79% | -0.09% | -6.90% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.77% | — | -26.67% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.02% | -0.40% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.03% | — | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.63% | — | +231.88% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.08% | — | |
| 43 | WD | Walker & Dunlop Inc | Stock-Other | 0.57% | -0.05% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | -0.14% | — | |
| 45 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.55% | — | -57.02% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.53% | -0.08% | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.02% | -15.93% | |
| 48 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 0.47% | -0.19% | -12.03% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.04% | -1.32% | |
| 50 | AIG | American International Group | Stock-Financials | 0.42% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MA | Mastercard Inc - A | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | FISV | Fiserv Inc | — | NEW | New buy |
| 6 | ABT | Abbott Laboratories | — | NEW | New buy |
| 7 | ADP | Automatic Data Processing | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | ADI | Analog Devices Inc | — | NEW | New buy |
| 11 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | RTX | Rtx CORP | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | DHR | Danaher CORP | — | NEW | New buy |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 20 | ATR | Aptargroup Inc | — | NEW | New buy |
| 21 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 22 | XYL | Xylem Inc | — | NEW | New buy |
| 23 | CARR | Carrier Global CORP | — | NEW | New buy |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 25 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 26 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 27 | VDIGX | Vanguard Dividend Growth-inv | — | NEW | New buy |
| 28 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 29 | ARIMX | Amg Rr Smid Val-i | — | NEW | New buy |
| 30 | CVX | Chevron CORP | — | NEW | New buy |
| 31 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 32 | GQGIX | Gqg Part Emerg Mkts Eq-inst | — | NEW | New buy |
| 33 | VGSTX | Vanguard Star Fund-inv | — | NEW | New buy |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 35 | ABBV | Abbvie Inc | — | NEW | New buy |
| 36 | BALL | Ball CORP | — | NEW | New buy |
| 37 | GPN | Global Payments Inc | — | NEW | New buy |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 41 | CRM | Salesforce Inc | — | NEW | New buy |
| 42 | WM | Waste Management Inc | — | NEW | New buy |
| 43 | WD | Walker & Dunlop Inc | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | NSRGY | Nestle Sa-spons Adr | — | NEW | New buy |
| 46 | CB | Chubb Limited | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | TRLGX | T Rowe Pr Lrg Cap Grw-i | — | NEW | New buy |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | AIG | American International Group | — | NEW | New buy |
According to official SEC Form 13F filings, Dempze Nancy E reported a total U.S. public equity portfolio value of $209.0M across 93 disclosed positions in Q1 2025.
During Q1 2025, Dempze Nancy E's top holdings by market value included NVDA (4.2%)、AAPL (4.2%)、MA (3.6%). The largest single position, NVDA, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MA) accounted for 15.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $7.0M
In Q1 2025, Dempze Nancy E made 93 total portfolio adjustments, initiating 93 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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