Universe · entity
Elefante Mark B
Institutional manager (13F) · CIK 1661535
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $180M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC CL A | $12M | 41,836 |
| 2 | APPLE | $10M | 39,085 |
| 3 | NVIDIA CORP | $10M | 55,902 |
| 4 | ANALOG DEVICES | $9M | 27,108 |
| 5 | TJX COS | $7M | 46,150 |
| 6 | MASTERCARD | $7M | 14,687 |
| 7 | MICROSOFT | $7M | 19,196 |
| 8 | AMAZON.COM | $7M | 33,534 |
| 9 | JOHNSON AND JOHNSON | $6M | 26,123 |
| 10 | RTX CORPORATION | $6M | 30,751 |
| 11 | ADVANCED MICRO DEVICES | $6M | 27,459 |
| 12 | ABBOTT LABS | $6M | 54,056 |
| 13 | PROCTER & GAMBLE | $5M | 37,063 |
| 14 | ROCKWELL AUTOMATION | $5M | 14,670 |
| 15 | DANAHER CORP | $5M | 26,618 |
| 16 | SCHNEIDER ELEC SA ADR | $5M | 87,739 |
| 17 | AUTOMATIC DATA PROCESSING | $5M | 23,424 |
| 18 | APTARGROUP | $5M | 37,764 |
| 19 | HOME DEPOT | $5M | 14,147 |
| 20 | XYLEM INC | $4M | 35,055 |
| 21 | CHEVRON | $4M | 20,172 |
| 22 | APPLIED MATERIAL | $4M | 12,204 |
| 23 | ELI LILLY & CO | $4M | 4,031 |
| 24 | VERTEX PHARMACEUTICALS | $4M | 8,141 |
| 25 | AMERICAN EXPRESS | $3M | 10,730 |
| 26 | CANADIAN NATL RAILWAY | $3M | 30,958 |
| 27 | CHARLES SCHWAB | $3M | 32,839 |
| 28 | NEXTERA ENERGY | $3M | 30,896 |
| 29 | UBER TECHNOLOGIES INC | $3M | 38,584 |
| 30 | CARRIER GLOBAL | $2M | 37,077 |
| 31 | EXXON MOBIL | $1M | 7,550 |
| 32 | ASML HOLDING NV | $1M | 908 |
| 33 | FISERV | $1M | 20,616 |
| 34 | HONEYWELL INTL | $1M | 4,544 |
| 35 | ABBVIE | $998k | 4,590 |
| 36 | UNITEDHEALTH GROUP | $973k | 3,596 |
| 37 | WASTE CONNECTIONS INC NEW | $970k | 5,974 |
| 38 | BROADCOM INC | $951k | 3,073 |
| 39 | AMPHENOL | $751k | 5,943 |
| 40 | GQG PARTNERS EMERGING MARKETS | $730k | 40,146 |
| 41 | AMG RIVER ROAD SMALL-MID CAP V | $668k | 68,293 |
| 42 | CROWDSTRIKE HOLDINGS INC | $659k | 1,688 |
| 43 | COSTCO WHOLESALE | $636k | 638 |
| 44 | BERKSHIRE HATHAWAY CL B | $577k | 1,205 |
| 45 | MERCK | $577k | 4,800 |
| 46 | NESTLE SA ADR | $533k | 5,380 |
| 47 | CANADIAN PACIFIC KANSAS CITY L | $501k | 6,365 |
| 48 | PEPSICO | $446k | 2,875 |
| 49 | MCCORMICK & CO | $443k | 8,785 |
| 50 | UNION PACIFIC | $364k | 1,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.