Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Notis-McConarty Edward (CIK 1592616) reported $201.3M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($13.4M, 6.65%), NVDA ($12.2M, 6.07%), AAPL ($11.0M, 5.45%), RTX ($8.3M, 4.12%), ADI ($8.1M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | $13.4M | 6.65% | 46,570 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $12.2M | 6.07% | 70,063 | Trimmed |
| 3 | AAPL | APPLE | $11.0M | 5.45% | 43,240 | Trimmed |
| 4 | RTX | RTX CORPORATION | $8.3M | 4.12% | 43,016 | Trimmed |
| 5 | ADI | ANALOG DEVICES | $8.1M | 4.02% | 25,442 | Trimmed |
| 6 | MA | MASTERCARD | $8.1M | 4.02% | 16,187 | Added |
| 7 | MSFT | MICROSOFT | $8.0M | 3.99% | 21,677 | Trimmed |
| 8 | JNJ | JOHNSON AND JOHNSON | $7.5M | 3.71% | 30,551 | Trimmed |
| 9 | AMZN | AMAZON.COM | $6.5M | 3.21% | 31,015 | Added |
| 10 | TJX | TJX COS | $6.4M | 3.17% | 39,921 | Trimmed |
| 11 | ABT | ABBOTT LABS | $6.1M | 3.04% | 59,620 | Trimmed |
| 12 | ADP | AUTOMATIC DATA PROCESSING | $5.8M | 2.87% | 28,463 | Trimmed |
| 13 | PG | PROCTER & GAMBLE | $5.8M | 2.87% | 39,931 | Trimmed |
| 14 | ROK | ROCKWELL AUTOMATION | $5.5M | 2.73% | 15,300 | Trimmed |
| 15 | AMAT | APPLIED MATERIAL | $4.9M | 2.42% | 14,229 | Trimmed |
| 16 | ATR | APTARGROUP | $4.7M | 2.32% | 37,059 | Trimmed |
| 17 | DHR | DANAHER CORP | $4.5M | 2.24% | 23,736 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES | $4.4M | 2.20% | 21,742 | Added |
| 19 | SBGSY | SCHNEIDER ELEC SA ADR | $4.4M | 2.20% | 81,374 | Trimmed |
| 20 | XOM | EXXON MOBIL | $4.0M | 2.00% | 23,760 | Trimmed |
| 21 | XYL | XYLEM INC | $3.9M | 1.91% | 32,238 | Added |
| 22 | LLY | ELI LILLY & CO | $3.7M | 1.86% | 4,062 | Added |
| 23 | VRTX | VERTEX PHARMACEUTICALS | $3.5M | 1.75% | 7,885 | Added |
| 24 | HD | HOME DEPOT | $3.4M | 1.67% | 10,249 | Added |
| 25 | ABBV | ABBVIE | $3.2M | 1.61% | 14,937 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31