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CIK: 0001592614
Total reported value
$209.0M
$209.0M
93 檔
20.1%
In Q1 2026, Dempze Nancy E's U.S. equity holdings reached a combined market value of $209.0M, distributed across 93 disclosed stock positions.
In Q1 2026, Dempze Nancy E adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 20.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.47% | -0.15% | -0.20% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.13% | +0.29% | -3.99% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.54% | -0.01% | +0.93% | |
| 4 | ADI | Analog Devices Inc | Stock-Tech | 4.11% | +0.08% | +0.45% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.28% | +2.50% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 3.44% | -0.55% | -1.91% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | -0.01% | +3.67% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.31% | -0.56% | -0.01% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.97% | -0.32% | -0.06% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.91% | -0.23% | +0.29% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.84% | +0.60% | +2.55% | |
| 12 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.68% | +0.15% | -0.09% | |
| 13 | ABT | Abbott Laboratories | Stock-Healthcare | 2.50% | -0.66% | +2.58% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | -0.13% | +1.99% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 2.37% | +2.15% | +5.58% | |
| 16 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.23% | +0.44% | -1.03% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 2.23% | +2.84% | +0.79% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.17% | -0.41% | +3.14% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.17% | -0.20% | +5.24% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.95% | -0.07% | +0.70% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.92% | +0.05% | +10.65% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 1.90% | -0.23% | +1.08% | |
| 23 | ATR | Aptargroup Inc | Stock-Healthcare | 1.74% | -0.36% | +5.17% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.63% | +0.32% | +22.19% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.46% | +0.87% | |
| 26 | ARIMX | Amg Rr Smid Val-i | Stock-Other | 1.36% | -0.08% | +4.51% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 1.34% | -0.05% | +26.55% | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.32% | -0.02% | +26.56% | |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.29% | -0.15% | +5.15% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.05% | -5.10% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.14% | -0.43% | -26.57% | |
| 32 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.03% | -0.01% | -9.52% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.08% | -1.49% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.02% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.04% | -0.07% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.78% | — | — | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.03% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | -0.14% | -5.21% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.04% | -1.78% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | +0.23% | +57.45% | |
| 41 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 0.65% | -0.04% | — | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.52% | -0.08% | — | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.51% | -0.40% | -19.50% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.34% | +134.52% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.50% | -0.08% | -22.22% | |
| 46 | VGSTX | Vanguard Star Fund-inv | Stock-Other | 0.49% | -0.03% | — | |
| 47 | EXEL | Exelixis Inc | Stock-Healthcare | 0.44% | -0.01% | — | |
| 48 | ✓ | Stock-Other | 0.44% | — | -5.13% | ||
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.43% | — | — | |
| 50 | WAB | Wabtec CORP | Stock-Industrials | 0.40% | -0.05% | -13.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | +0.8% | +0.45% | Add |
| 2 | AMAT | Applied Materials Inc | +0.8% | +5.58% | Add |
| 3 | JNJ | Johnson & Johnson | +0.6% | -0.06% | Trim |
| 4 | CVX | Chevron CORP | +0.5% | +0.87% | Add |
| 5 | NEE | Nextera Energy Inc | +0.3% | +57.45% | Add |
| 6 | TJX | Tjx Companies Inc | +0.3% | -0.01% | Trim |
| 7 | AVGO | Broadcom Inc | +0.3% | +134.52% | Add |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | +26.56% | Add |
| 9 | RTX | Rtx CORP | +0.3% | -1.91% | Trim |
| 10 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +10.65% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.2% | +5.24% | Add |
| 12 | ATR | Aptargroup Inc | +0.2% | +5.17% | Add |
| 13 | UBER | Uber Technologies Inc | +0.2% | +26.55% | Add |
| 14 | GQGIX | Gqg Part Emerg Mkts Eq-inst | +0.2% | +5.15% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 16 | ARIMX | Amg Rr Smid Val-i | +0.1% | +4.51% | Add |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | +0.1% | -0.09% | Trim |
| 18 | AXP | American Express Co | +0.1% | +22.19% | Add |
| 19 | CP | Canadian Pacific Kansas City | +0.1% | +17.74% | Add |
| 20 | HD | Home Depot Inc | +0.1% | +1.99% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 22 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 23 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 25 | AMD | Advanced Micro Devices | 0% | +0.79% | Add |
| 26 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 27 | WMT | Walmart Inc | 0% | -0.23% | Trim |
| 28 | VPADX | Vanguard Pac Stk Indx-adm | 0% | — | Unchanged |
| 29 | WAB | Wabtec CORP | 0% | -13.24% | Trim |
| 30 | VSMAX | Vanguard Sml Cap Indx-adm | 0% | — | Unchanged |
| 31 | MRK | Merck & Co. Inc. | 0% | -12.09% | Trim |
| 32 | IWV | Ishares Russell 3000 ETF | 0% | — | Unchanged |
| 33 | VGSTX | Vanguard Star Fund-inv | 0% | — | Unchanged |
| 34 | SGDM | Sprott Gold Miners ETF | 0% | — | Unchanged |
| 35 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 36 | CL | Colgate-palmolive Co | 0% | -4.84% | Trim |
| 37 | VEUSX | Vanguard Eur Stk Indx-adm | 0% | — | Unchanged |
| 38 | AMGN | Amgen Inc | 0% | -7.94% | Trim |
| 39 | BPIRX | Boston Part L/s Research-ins | 0% | — | Unchanged |
| 40 | VEMAX | Vanguard Em Mkt Stk Ind-adm | 0% | — | Unchanged |
| 41 | ABBV | Abbvie Inc | — | -0.07% | Trim |
| 42 | OAKIX | Oakmark International-inv | — | — | Unchanged |
| 43 | APH | Amphenol Corp-cl A | — | — | Unchanged |
| 44 | VFIAX | Vanguard 500 Index-adm | — | — | Unchanged |
| 45 | VTSAX | Vanguard Ttl Stk Mkt-adm | — | — | Unchanged |
| 46 | CINF | Cincinnati Financial CORP | — | — | Unchanged |
| 47 | PEP | Pepsico Inc | — | -9.88% | Trim |
| 48 | SAN | Banco Santander Sa-spon Adr | — | — | Unchanged |
| 49 | FPACX | Fpa Crescent Fund-inst | — | — | Unchanged |
| 50 | CNI | Canadian Natl Railway Co | 0% | -9.52% | Trim |
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 2026.
During Q1 2026, Dempze Nancy E's top holdings by market value included NVDA (5.5%)、GOOGL (5.1%)、AAPL (4.5%). The largest single position, NVDA, represented 5.5% of total portfolio value.
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Top New Position Initiated
WCN
市值: $542.5K
Top Position Liquidated / Trimmed
MKC
前期市值: $677.4K
In Q1 2026, Dempze Nancy E made 72 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 37 holdings, and fully liquidating 8 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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