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CIK: 0001592614
Total reported value
$209.0M
$209.0M
92 檔
17.6%
At the close of Q2 2025, Dempze Nancy E disclosed equity holdings valued at approximately $209.0M, spread across 92 reported holdings.
During Q2 2025, Dempze Nancy E's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 17.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.78% | -0.15% | -1.87% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.28% | +3.20% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.77% | -0.01% | +1.70% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.52% | +0.29% | +1.16% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.49% | -0.23% | -2.93% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | -0.01% | +2.11% | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 3.32% | -0.66% | -0.83% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.21% | +0.08% | +0.76% | |
| 9 | ADP | Automatic Data Processing | Stock-Tech | 3.06% | -0.07% | -2.21% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.74% | -0.55% | -0.27% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.73% | -0.56% | — | |
| 12 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.72% | +0.15% | +2.54% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.71% | -0.13% | +1.20% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 2.62% | -0.40% | -0.97% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 2.37% | -0.41% | +5.86% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.36% | +0.44% | -11.45% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.32% | -0.20% | +0.87% | |
| 18 | ATR | Aptargroup Inc | Stock-Healthcare | 2.20% | -0.36% | +1.56% | |
| 19 | CARR | Carrier Global CORP | Stock-Industrials | 2.11% | -0.20% | +4.86% | |
| 20 | XYL | Xylem Inc | Stock-Industrials | 2.11% | -0.23% | +1.06% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 2.01% | +2.84% | -10.34% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | -0.32% | -2.01% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.84% | +0.05% | +1.66% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.58% | -0.43% | +3.84% | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.54% | — | +2.61% | |
| 26 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 1.51% | -0.04% | — | |
| 27 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.40% | -0.01% | -6.19% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | -0.05% | -10.84% | |
| 29 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.36% | -0.08% | +0.91% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.60% | +16.30% | |
| 31 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.12% | -0.15% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.46% | +1.22% | |
| 33 | VGSTX | Vanguard Star Fund-inv | Stock-Other | 0.96% | -0.03% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.87% | — | +41.82% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.02% | -4.60% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.78% | -0.05% | +82.11% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.03% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.08% | -2.42% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.65% | — | -27.27% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.14% | — | |
| 41 | AXP | American Express Co | Stock-Financials | 0.64% | +0.32% | +210.22% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.04% | -12.76% | |
| 43 | GPN | Global Payments Inc | Stock-Industrials | 0.62% | -0.09% | — | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.58% | — | +64.28% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.55% | -0.08% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.04% | — | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.08% | -10.34% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.43% | — | — | |
| 49 | WAB | Wabtec CORP | Stock-Industrials | 0.41% | -0.05% | — | |
| 50 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 0.40% | -0.19% | -22.98% |
According to official SEC Form 13F filings, Dempze Nancy E reported a total U.S. public equity portfolio value of $209.0M across 92 disclosed positions in Q2 2025.
During Q2 2025, Dempze Nancy E's top holdings by market value included NVDA (5.8%)、MSFT (4.7%)、AAPL (3.8%). The largest single position, NVDA, represented 5.8% of total portfolio value.
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In Q2 2025, 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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