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CIK: 0001592614
Total reported value
$209.0M
$209.0M
86 檔
20.1%
As reported in its official Q3 2025 Form 13F filing, Dempze Nancy E's tracked investment portfolio stood at $209.0M with 86 total positions.
In Q3 2025, Dempze Nancy E adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, MSFT) accounted for 20.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
AMAT
市值: $1.6M
Top Position Liquidated / Trimmed
BALL
前期市值: $1.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.10% | -0.15% | -6.09% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | +0.29% | -0.66% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | -0.28% | -0.60% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.49% | -0.01% | +0.70% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.32% | -0.23% | -1.21% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | -0.01% | +2.19% | |
| 7 | ADI | Analog Devices Inc | Stock-Tech | 3.14% | +0.08% | -0.35% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 3.13% | -0.66% | +0.68% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.01% | -0.56% | -0.93% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 2.94% | -0.55% | -1.90% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.85% | -0.13% | +0.24% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.76% | -0.07% | -0.49% | |
| 13 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.73% | +0.15% | +0.42% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.38% | -0.43% | +43.14% | |
| 15 | XYL | Xylem Inc | Stock-Industrials | 2.29% | -0.23% | -0.05% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.27% | -0.41% | +0.25% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.22% | -0.32% | -1.89% | |
| 18 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.21% | +0.44% | -6.33% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.15% | -0.20% | +0.47% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.93% | +2.84% | -11.51% | |
| 21 | FISV | Fiserv Inc | Stock-Other | 1.87% | -0.40% | +0.00% | |
| 22 | ATR | Aptargroup Inc | Stock-Healthcare | 1.79% | -0.36% | +0.15% | |
| 23 | CARR | Carrier Global CORP | Stock-Industrials | 1.73% | -0.20% | +5.12% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | +0.60% | +45.02% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.56% | +0.05% | +1.00% | |
| 26 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 1.46% | -0.04% | — | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.35% | — | +4.33% | |
| 28 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.33% | -0.08% | +1.70% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | -0.05% | -3.15% | |
| 30 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.15% | -0.01% | -4.56% | |
| 31 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.11% | -0.15% | +2.58% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.46% | -0.02% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 1.03% | -0.05% | +31.18% | |
| 34 | VGSTX | Vanguard Star Fund-inv | Stock-Other | 0.95% | -0.03% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 0.92% | +0.32% | +46.23% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.90% | +2.15% | +144.74% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.83% | — | +16.12% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.02% | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.03% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.08% | -2.67% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.04% | -6.08% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.70% | — | — | |
| 43 | GPN | Global Payments Inc | Stock-Industrials | 0.61% | -0.09% | -1.48% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.04% | — | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.59% | -0.02% | +52.14% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | -0.14% | — | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.50% | -0.08% | — | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.44% | — | — | |
| 49 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 0.41% | -0.19% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.40% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | -6.09% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | -0.66% | Add |
| 3 | MSFT | Microsoft CORP | +1.1% | -0.60% | Add |
| 4 | AXP | American Express Co | +0.7% | +46.23% | Add |
| 5 | UBER | Uber Technologies Inc | +0.7% | +31.18% | Add |
| 6 | LLY | Eli Lilly & Co | +0.5% | +45.02% | Add |
| 7 | SBGSY | Schneider Elect Se-unsp Adr | +0.4% | +0.42% | Add |
| 8 | RTX | Rtx CORP | +0.3% | -1.90% | Trim |
| 9 | ADI | Analog Devices Inc | +0.3% | -0.35% | Add |
| 10 | AAPL | Apple Inc | +0.3% | +0.70% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | +2.19% | Add |
| 12 | XYL | Xylem Inc | +0.3% | -0.05% | Add |
| 13 | AMD | Advanced Micro Devices | +0.2% | -11.51% | Trim |
| 14 | TJX | Tjx Companies Inc | +0.2% | -0.93% | Trim |
| 15 | CRM | Salesforce Inc | +0.2% | +16.12% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | — | Trim |
| 18 | HD | Home Depot Inc | +0.1% | +0.24% | Add |
| 19 | ROK | Rockwell Automation Inc | +0.1% | -6.33% | Trim |
| 20 | CP | Canadian Pacific Kansas City | +0.1% | +7.23% | Add |
| 21 | VEMAX | Vanguard Em Mkt Stk Ind-adm | +0.1% | — | Add |
| 22 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | -6.25% | Trim |
| 24 | VSMAX | Vanguard Sml Cap Indx-adm | 0% | — | Add |
| 25 | WCMIX | Wcm Focused Intl Growth-inst | 0% | — | Trim |
| 26 | SGI | Somnigroup International Inc | 0% | — | Trim |
| 27 | VGSTX | Vanguard Star Fund-inv | 0% | — | Unchanged |
| 28 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 29 | OAKIX | Oakmark International-inv | 0% | — | Unchanged |
| 30 | VPADX | Vanguard Pac Stk Indx-adm | 0% | — | Add |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 32 | WMS | Advanced Drainage Systems In | 0% | -11.00% | Trim |
| 33 | WFC | Wells Fargo & Co | 0% | — | Trim |
| 34 | RELX | Relx PLC - Spon Adr | 0% | +11.95% | Add |
| 35 | FPACX | Fpa Crescent Fund-inst | 0% | — | Unchanged |
| 36 | GQGIX | Gqg Part Emerg Mkts Eq-inst | — | +2.58% | Add |
| 37 | WAB | Wabtec CORP | — | — | Unchanged |
| 38 | VTSAX | Vanguard Ttl Stk Mkt-adm | — | — | Trim |
| 39 | WMT | Walmart Inc | — | -6.04% | Trim |
| 40 | BPIRX | Boston Part L/s Research-ins | — | — | Unchanged |
| 41 | NEE | Nextera Energy Inc | 0% | +0.48% | Add |
| 42 | VEUSX | Vanguard Eur Stk Indx-adm | 0% | — | Trim |
| 43 | ARIMX | Amg Rr Smid Val-i | 0% | +1.70% | Add |
| 44 | ✓ | 0% | — | Trim | |
| 45 | JNJ | Johnson & Johnson | 0% | -1.89% | Trim |
| 46 | VFIAX | Vanguard 500 Index-adm | 0% | -2.17% | Trim |
| 47 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 48 | COST | Costco Wholesale CORP | 0% | -0.77% | Trim |
| 49 | CINF | Cincinnati Financial CORP | -0.1% | — | Trim |
| 50 | MRSH | Marsh & Mclennan Cos | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Dempze Nancy E reported a total U.S. public equity portfolio value of $209.0M across 86 disclosed positions in Q3 2025.
During Q3 2025, Dempze Nancy E's top holdings by market value included NVDA (6.1%)、GOOGL (4.6%)、MSFT (4.6%). The largest single position, NVDA, represented 6.1% of total portfolio value.
In Q3 2025, Dempze Nancy E made 83 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 40 holdings, and fully liquidating 11 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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