Dempze Nancy E

Dempze Nancy E as of March 31, 2026

Portfolio Holdings for Dempze Nancy E

Dempze Nancy E holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.5 $10M 57k 174.40
Alphabet Inc Class A cs (GOOGL) 5.1 $9.3M 33k 287.56
Apple (AAPL) 4.5 $8.3M 33k 253.79
Analog Devices (ADI) 4.1 $7.5M 24k 318.14
Microsoft Corporation (MSFT) 3.9 $7.0M 19k 370.17
Raytheon Technologies Corp (RTX) 3.4 $6.3M 33k 192.90
Amazon (AMZN) 3.3 $6.0M 29k 208.27
TJX Companies (TJX) 3.3 $6.0M 38k 159.70
Johnson & Johnson (JNJ) 3.0 $5.4M 22k 244.44
MasterCard Incorporated (MA) 2.9 $5.3M 11k 499.66
Eli Lilly & Co. (LLY) 2.8 $5.2M 5.6k 919.77
Schneider Elect Sa-unsp (SBGSY) 2.7 $4.9M 90k 54.43
Abbott Laboratories (ABT) 2.5 $4.6M 44k 102.67
Home Depot (HD) 2.5 $4.5M 14k 328.89
Applied Materials (AMAT) 2.4 $4.3M 13k 341.79
Rockwell Automation (ROK) 2.2 $4.1M 11k 358.88
Advanced Micro Devices (AMD) 2.2 $4.1M 20k 203.43
Danaher Corporation (DHR) 2.2 $4.0M 21k 189.60
Procter & Gamble Company (PG) 2.2 $3.9M 27k 144.44
Automatic Data Processing (ADP) 2.0 $3.6M 18k 203.18
Vertex Pharmaceuticals Incorporated (VRTX) 1.9 $3.5M 7.8k 446.54
Xylem (XYL) 1.9 $3.5M 29k 119.50
Aptar (ATR) 1.7 $3.2M 25k 126.02
American Express Company (AXP) 1.6 $3.0M 9.8k 302.48
Chevron Corporation (CVX) 1.6 $3.0M 14k 206.90
Amg River Road Small-mid Cap V Equity Mutual Fu (ARIMX) 1.4 $2.5M 253k 9.78
Uber Technologies (UBER) 1.3 $2.4M 34k 71.93
Charles Schwab Corporation (SCHW) 1.3 $2.4M 26k 93.98
Gqg Partners Emerging Markets Equity Mutual Fu (GQGIX) 1.3 $2.3M 129k 18.19
Visa (V) 1.2 $2.3M 7.4k 302.24
UnitedHealth (UNH) 1.1 $2.1M 7.7k 270.59
Canadian Natl Ry (CNI) 1.0 $1.9M 18k 102.77
Berkshire Hathaway (BRK.B) 0.9 $1.6M 3.3k 479.20
JPMorgan Chase & Co. (JPM) 0.8 $1.5M 5.2k 294.16
Abbvie (ABBV) 0.8 $1.5M 6.7k 217.49
Morgan Stanley (MS) 0.8 $1.4M 8.6k 164.57
Vanguard Dividend Appreciation ETF (VIG) 0.7 $1.3M 6.2k 215.06
International Business Machines (IBM) 0.7 $1.3M 5.5k 242.39
Alphabet Inc Class C cs (GOOG) 0.7 $1.3M 4.4k 286.86
Nextera Energy (NEE) 0.7 $1.3M 14k 92.88
Vanguard Dividend Growth Equity Mutual Fu (VDIGX) 0.6 $1.2M 41k 29.01
Waste Management (WM) 0.5 $952k 4.1k 229.79
Fiserv (FISV) 0.5 $922k 17k 55.80
Broadcom (AVGO) 0.5 $917k 3.0k 309.51
Chubb (CB) 0.5 $913k 2.8k 325.93
Vanguard Star Equity Mutual Fu (VGSTX) 0.5 $892k 31k 28.52
Exelixis (EXEL) 0.4 $794k 19k 42.89
iShares Russell 3000 Index (IWV) 0.4 $779k 2.1k 370.68
Wabtec Corporation (WAB) 0.4 $737k 3.0k 249.91
Global Payments (GPN) 0.4 $737k 11k 67.30
Costco Wholesale Corporation (COST) 0.4 $715k 718.00 996.43
Carrier Global Corporation (CARR) 0.4 $709k 13k 56.31
Exxon Mobil Corporation (XOM) 0.4 $657k 3.9k 169.66
Merck & Co (MRK) 0.4 $656k 5.5k 120.29
iShares Russell 1000 Growth Index (IWF) 0.4 $640k 1.5k 426.40
Canadian Pacific Kansas City (CP) 0.3 $587k 7.5k 78.66
T Rowe Price Inst Large-cap Gr Equity Mutual Fu (TRLGX) 0.3 $580k 7.7k 75.23
Wcm Focused International Grow Equity Mutual Fu (WCMIX) 0.3 $543k 22k 24.57
Waste Connections (WCN) 0.3 $543k 3.3k 162.44
Moody's Corporation (MCO) 0.3 $524k 1.2k 436.25
Vanguard 500 Index Fd Admiral Equity Mutual Fu (VFIAX) 0.3 $491k 815.00 602.47
Vanguard Total Stock Market In Equity Mutual Fu (VTSAX) 0.2 $451k 2.9k 156.22
Vanguard Small Cap Index Fd Ad Equity Mutual Fu (VSMAX) 0.2 $450k 3.6k 125.47
Advanced Drain Sys Inc Del (WMS) 0.2 $446k 3.3k 137.13
Oakmark Intl Equity Mutual Fu (OAKIX) 0.2 $432k 14k 30.41
Amgen (AMGN) 0.2 $408k 1.2k 351.85
Tempur-Pedic International (SGI) 0.2 $392k 5.3k 73.92
Regeneron Pharmaceuticals (REGN) 0.2 $386k 500.00 772.64
Amphenol Corporation (APH) 0.2 $347k 2.7k 126.35
S&p Global (SPGI) 0.2 $340k 800.00 425.34
Honeywell International 0.2 $340k 1.5k 226.03
Vanguard Pacific Stock Index F Equity Mutual Fu (VPADX) 0.2 $333k 2.8k 120.38
Walker & Dunlop (WD) 0.2 $324k 7.3k 44.38
Wells Fargo & Company (WFC) 0.2 $318k 4.0k 79.61
Texas Instruments Incorporated (TXN) 0.2 $314k 1.6k 194.14
Illinois Tool Works (ITW) 0.2 $307k 1.2k 260.29
Vanguard Emerging Markets Stoc Equity Mutual Fu (VEMAX) 0.2 $307k 6.9k 44.51
Vanguard European Stock Index Equity Mutual Fu (VEUSX) 0.2 $291k 2.8k 102.97
Pepsi (PEP) 0.2 $290k 1.9k 155.29
Wal-Mart Stores (WMT) 0.1 $270k 2.2k 124.28
Morningstar (MORN) 0.1 $253k 1.5k 169.05
Colgate-Palmolive Company (CL) 0.1 $251k 3.0k 85.23
Sprott Etf Tr gold miners etf (SGDM) 0.1 $245k 3.3k 75.49
Brookfield Renewable energy partners lpu (BEP) 0.1 $237k 7.3k 32.64
Cincinnati Financial Corporation (CINF) 0.1 $236k 1.5k 157.35
Vanguard S&p 500 Etf idx (VOO) 0.1 $233k 390.00 597.55
American International (AIG) 0.1 $226k 3.0k 75.25
T Rowe Price Dividend Growth F Equity Mutual Fu (PDGIX) 0.1 $221k 2.7k 80.87
Fpa Crescent Fund Equity Mutual Fu (FPACX) 0.1 $218k 5.1k 42.43
Goldman Sachs (GS) 0.1 $212k 250.00 845.99
Robeco Boston Partners Long Sh Equity Mutual Fu (BPIRX) 0.1 $181k 13k 13.94
Banco Santander (SAN) 0.1 $118k 10k 11.28