Elefante Mark B 13F Holdings · Q2 2026
Elefante Mark B reported 59 securities worth $232.22M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMD (7.43%), GOOGL (6.73%), NVDA (5.87%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES | $17.2M | 7.43% | 29,694 | Added |
| 2 | GOOGL | ALPHABET INC CL A | $15.6M | 6.73% | 43,733 | Added |
| 3 | NVDA | NVIDIA CORP | $13.6M | 5.87% | 68,115 | Added |
| 4 | AAPL | APPLE | $12.5M | 5.40% | 43,366 | Added |
| 5 | ADI | ANALOG DEVICES | $10.3M | 4.43% | 25,892 | Trimmed |
| 6 | AMAT | APPLIED MATERIAL | $9.0M | 3.88% | 12,473 | Added |
| 7 | AMZN | AMAZON.COM | $8.6M | 3.69% | 35,975 | Added |
| 8 | MA | MASTERCARD | $8.4M | 3.61% | 16,300 | Added |
| 9 | MSFT | MICROSOFT | $8.1M | 3.51% | 21,836 | Added |
| 10 | ROK | ROCKWELL AUTOMATION | $8.0M | 3.45% | 16,181 | Added |
| 11 | TJX | TJX COS | $7.5M | 3.22% | 49,320 | Added |
| 12 | JNJ | JOHNSON AND JOHNSON | $7.3M | 3.14% | 28,686 | Added |
| 13 | RTX | RTX CORPORATION | $6.5M | 2.81% | 34,438 | Added |
| 14 | SBGSY | SCHNEIDER ELEC SA ADR | $6.3M | 2.71% | 96,539 | Added |
| 15 | LLY | ELI LILLY & CO | $5.9M | 2.54% | 4,921 | Added |
| 16 | PG | PROCTER & GAMBLE | $5.9M | 2.53% | 40,143 | Added |
| 17 | ADP | AUTOMATIC DATA PROCESSING | $5.8M | 2.50% | 25,906 | Added |
| 18 | HD | HOME DEPOT | $5.5M | 2.38% | 15,648 | Added |
| 19 | DHR | DANAHER CORP | $5.4M | 2.31% | 28,204 | Added |
| 20 | ABT | ABBOTT LABS | $5.3M | 2.28% | 58,434 | Added |
| 21 | ATR | APTARGROUP | $4.9M | 2.12% | 39,327 | Added |
| 22 | VRTX | VERTEX PHARMACEUTICALS | $4.6M | 1.99% | 9,285 | Added |
| 23 | XYL | XYLEM INC | $4.5M | 1.95% | 38,337 | Added |
| 24 | AXP | AMERICAN EXPRESS | $4.5M | 1.94% | 13,298 | Added |
| 25 | CNI | CANADIAN NATL RAILWAY | $4.1M | 1.78% | 34,693 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR