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CIK: 0001592614
Total reported value
$209.0M
$209.0M
98 檔
21.7%
The Q4 2025 SEC filing reveals that Dempze Nancy E held a total portfolio value of $209.0M, covering 98 public equity positions.
In Q4 2025, Dempze Nancy E displayed an active expansion posture, initiating 15 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, MSFT) accounted for 21.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.56% | -0.15% | -3.84% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.52% | +0.29% | -1.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | -0.28% | +14.64% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.57% | -0.01% | +0.60% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.37% | -0.01% | +1.64% | |
| 6 | ADI | Analog Devices Inc | Stock-Tech | 3.31% | +0.08% | +0.70% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 3.17% | -0.55% | +3.73% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.14% | -0.23% | -0.64% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.07% | +0.60% | +37.14% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.02% | -0.56% | -0.37% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.82% | -0.66% | +1.50% | |
| 12 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.57% | +0.15% | +1.17% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.42% | -0.13% | +5.36% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 2.41% | -0.41% | -2.74% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.38% | -0.32% | +1.65% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 2.33% | -0.07% | +1.45% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.32% | +0.44% | -0.74% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 2.21% | +2.84% | -9.18% | |
| 19 | XYL | Xylem Inc | Stock-Industrials | 2.03% | -0.23% | +0.90% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.20% | +2.09% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.80% | -0.43% | -16.53% | |
| 22 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.67% | +0.05% | -2.68% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.60% | +2.15% | +49.54% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.54% | +0.32% | +58.38% | |
| 25 | ATR | Aptargroup Inc | Stock-Healthcare | 1.52% | -0.36% | -1.77% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | -0.05% | +21.71% | |
| 27 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.25% | -0.08% | +1.89% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.14% | -0.05% | +40.66% | |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.14% | -0.15% | +6.88% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.46% | +17.39% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.05% | -0.02% | +78.64% | |
| 32 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.04% | -0.01% | -9.51% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | -0.14% | +53.19% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.02% | +9.65% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.08% | +31.36% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.04% | +21.68% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.79% | — | +7.29% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.04% | — | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.72% | -0.40% | -22.10% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.03% | — | |
| 41 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 0.70% | -0.04% | -43.80% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.08% | +38.46% | |
| 43 | GPN | Global Payments Inc | Stock-Industrials | 0.54% | -0.09% | +1.50% | |
| 44 | VGSTX | Vanguard Star Fund-inv | Stock-Other | 0.48% | -0.03% | -44.59% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.08% | — | |
| 46 | ✓ | Stock-Other | 0.45% | — | +34.48% | ||
| 47 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.42% | — | — | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.42% | -0.20% | -70.83% | |
| 49 | MCO | Moody's CORP | Stock-Financials | 0.41% | -0.07% | — | |
| 50 | WAB | Wabtec CORP | Stock-Industrials | 0.38% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.4% | +37.14% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -1.60% | Trim |
| 3 | AMAT | Applied Materials Inc | +0.7% | +49.54% | Add |
| 4 | AXP | American Express Co | +0.6% | +58.38% | Add |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | +78.64% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +53.19% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | -9.18% | Trim |
| 8 | RTX | Rtx CORP | +0.2% | +3.73% | Add |
| 9 | V | Visa Inc-class A Shares | +0.2% | +21.71% | Add |
| 10 | CB | Chubb Limited | +0.2% | +38.46% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +31.36% | Add |
| 12 | ADI | Analog Devices Inc | +0.2% | +0.70% | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | +1.65% | Add |
| 14 | DHR | Danaher CORP | +0.1% | -2.74% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 16 | ✓ | +0.1% | +34.48% | Add | |
| 17 | ROK | Rockwell Automation Inc | +0.1% | -0.74% | Trim |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -2.68% | Trim |
| 19 | UBER | Uber Technologies Inc | +0.1% | +40.66% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | +21.68% | Add |
| 21 | CVX | Chevron CORP | +0.1% | +17.39% | Add |
| 22 | MS | Morgan Stanley | +0.1% | +7.29% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +0.60% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +9.24% | Add |
| 25 | MSFT | Microsoft CORP | +0.1% | +14.64% | Add |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | — | Unchanged |
| 27 | NEE | Nextera Energy Inc | +0.1% | +17.13% | Add |
| 28 | WFC | Wells Fargo & Co | +0.1% | +22.22% | Add |
| 29 | WD | Walker & Dunlop Inc | +0.1% | +83.33% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +1.64% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +9.65% | Add |
| 32 | AIG | American International Group | +0.1% | +33.50% | Add |
| 33 | TXN | Texas Instruments Inc | 0% | +46.82% | Add |
| 34 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 0% | +6.88% | Add |
| 35 | XOM | Exxon Mobil CORP | 0% | +16.54% | Add |
| 36 | TJX | Tjx Companies Inc | 0% | -0.37% | Trim |
| 37 | CP | Canadian Pacific Kansas City | 0% | +15.19% | Add |
| 38 | WAB | Wabtec CORP | 0% | — | Unchanged |
| 39 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 40 | SGDM | Sprott Gold Miners ETF | 0% | — | Unchanged |
| 41 | WMT | Walmart Inc | 0% | — | Unchanged |
| 42 | APH | Amphenol Corp-cl A | — | — | Unchanged |
| 43 | CINF | Cincinnati Financial CORP | — | — | Unchanged |
| 44 | COST | Costco Wholesale CORP | 0% | +11.66% | Add |
| 45 | OAKIX | Oakmark International-inv | 0% | — | Unchanged |
| 46 | FPACX | Fpa Crescent Fund-inst | 0% | — | Unchanged |
| 47 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | -4.05% | Trim |
| 48 | VEUSX | Vanguard Eur Stk Indx-adm | 0% | -3.42% | Trim |
| 49 | VPADX | Vanguard Pac Stk Indx-adm | 0% | -3.09% | Trim |
| 50 | HON | Honeywell International Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Dempze Nancy E reported a total U.S. public equity portfolio value of $209.0M across 98 disclosed positions in Q4 2025.
During Q4 2025, Dempze Nancy E's top holdings by market value included NVDA (5.6%)、GOOGL (5.5%)、MSFT (4.7%). The largest single position, NVDA, represented 5.6% 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.
Top New Position Initiated
MCO
市值: $791.8K
Top Position Liquidated / Trimmed
CRM
前期市值: $1.5M
In Q4 2025, Dempze Nancy E made 81 total portfolio adjustments, initiating 15 new buys, adding to 39 positions, trimming 24 holdings, and fully liquidating 3 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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