Universe · entity
Dempze Nancy E
Institutional manager (13F) · CIK 1592614
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $166M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORP | $10M | 57,128 |
| 2 | ALPHABET INC CL A | $9M | 32,488 |
| 3 | APPLE | $8M | 32,597 |
| 4 | ANALOG DEVICES | $7M | 23,551 |
| 5 | MICROSOFT | $7M | 18,954 |
| 6 | RTX CORPORATION | $6M | 32,501 |
| 7 | AMAZON.COM | $6M | 29,017 |
| 8 | TJX COS | $6M | 37,770 |
| 9 | JOHNSON AND JOHNSON | $5M | 22,097 |
| 10 | MASTERCARD | $5M | 10,599 |
| 11 | ELI LILLY & CO | $5M | 5,631 |
| 12 | SCHNEIDER ELEC SA ADR | $5M | 89,775 |
| 13 | ABBOTT LABS | $5M | 44,350 |
| 14 | HOME DEPOT | $5M | 13,780 |
| 15 | APPLIED MATERIAL | $4M | 12,608 |
| 16 | ROCKWELL AUTOMATION | $4M | 11,317 |
| 17 | ADVANCED MICRO DEVICES | $4M | 19,924 |
| 18 | DANAHER CORP | $4M | 20,879 |
| 19 | PROCTER & GAMBLE | $4M | 27,311 |
| 20 | AUTOMATIC DATA PROCESSING | $4M | 17,503 |
| 21 | VERTEX PHARMACEUTICALS | $3M | 7,810 |
| 22 | XYLEM INC | $3M | 28,882 |
| 23 | APTARGROUP | $3M | 25,202 |
| 24 | AMERICAN EXPRESS | $3M | 9,789 |
| 25 | CHEVRON | $3M | 14,290 |
| 26 | AMG RIVER ROAD SMALL-MID CAP V | $2M | 252,648 |
| 27 | UBER TECHNOLOGIES INC | $2M | 33,914 |
| 28 | CHARLES SCHWAB | $2M | 25,643 |
| 29 | GQG PARTNERS EMERGING MARKETS | $2M | 128,939 |
| 30 | VISA | $2M | 7,449 |
| 31 | UNITEDHEALTH GROUP | $2M | 7,685 |
| 32 | CANADIAN NATL RAILWAY | $2M | 18,250 |
| 33 | BERKSHIRE HATHAWAY CL B | $2M | 3,301 |
| 34 | JPMORGAN CHASE | $2M | 5,228 |
| 35 | ABBVIE | $1M | 6,686 |
| 36 | MORGAN STANLEY | $1M | 8,583 |
| 37 | VANGUARD DIVIDEND APPRECIATION | $1M | 6,231 |
| 38 | INTL BUSINESS MACH | $1M | 5,460 |
| 39 | ALPHABET INC CL C | $1M | 4,405 |
| 40 | NEXTERA ENERGY | $1M | 13,566 |
| 41 | VANGUARD DIVIDEND GROWTH | $1M | 40,634 |
| 42 | WASTE MANAGEMENT INC | $952k | 4,142 |
| 43 | FISERV | $922k | 16,520 |
| 44 | BROADCOM INC | $917k | 2,962 |
| 45 | CHUBB LIMITED | $913k | 2,800 |
| 46 | VANGUARD STAR FD | $892k | 31,272 |
| 47 | EXELIXIS INC | $793k | 18,500 |
| 48 | ISHARES RUSSELL 3000 | $779k | 2,102 |
| 49 | WABTEC | $737k | 2,950 |
| 50 | GLOBAL PAYMENTS | $737k | 10,950 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.