Sponsored

The Analysis of Dempze Nancy E's Holdings & P&L

Currently, Dempze Nancy E holds 92 types of securities in its portfolio with a total value $182.1M. In the most recent quarter, they have increased their positions in WCN (+3.3K shares, valued at $542.5K), AXP (+1.8K shares, valued at $537.8K), N/A (+1.7K shares, valued at $525.9K); decreased their positions in UNH (-2.8K shares, valued at $752.5K), N/A (-1.4K shares, valued at $388.5K), CB (-800 shares, valued at $260.7K); initiated new positions in WCN (+3.3K shares, valued at $542.5K), BEP (+7.3K shares, valued at $236.6K).

1M P&L

+4.5M+2.80%

3M P&L

+4.8M+3.00%

HY P&L

+10.7M+6.88%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors21.5M

13.5%

2Drug Manufacturers - General12.4M

7.8%

3Credit Services11.7M

7.4%

Top Industries by Stock Count

1N/A6 stocks

8.2%

2Drug Manufacturers - General4 stocks

5.5%

3Semiconductors4 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP57.1K shares-0.20%2026-03-312026-05-14

ALPHABET INC CL A ALPHABET INC CL A32.5K shares-3.99%2026-03-312026-05-14

AAPL APPLE32.6K shares0.93%2026-03-312026-05-14

ADI ANALOG DEVICES23.6K shares0.45%2026-03-312026-05-14

MSFT MICROSOFT19.0K shares2.50%2026-03-312026-05-14

RTX RTX CORPORATION32.5K shares-1.91%2026-03-312026-05-14

AMZN AMAZON.COM29.0K shares3.67%2026-03-312026-05-14

TJX TJX COS37.8K shares-0.01%2026-03-312026-05-14

Sponsored

JNJ JOHNSON AND JOHNSON22.1K shares-0.06%2026-03-312026-05-14

MA MASTERCARD10.6K shares0.29%2026-03-312026-05-14

LLY ELI LILLY & CO5.6K shares2.55%2026-03-312026-05-14

SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR89.8K shares-0.09%2026-03-312026-05-14

ABT ABBOTT LABS44.4K shares2.58%2026-03-312026-05-14

HD HOME DEPOT13.8K shares1.99%2026-03-312026-05-14

AMAT APPLIED MATERIAL12.6K shares5.58%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION11.3K shares-1.03%2026-03-312026-05-14

Sponsored

AMD ADVANCED MICRO DEVICES19.9K shares0.79%2026-03-312026-05-14

DHR DANAHER CORP20.9K shares3.14%2026-03-312026-05-14

PG PROCTER & GAMBLE27.3K shares5.24%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING17.5K shares0.70%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS7.8K shares10.65%2026-03-312026-05-14

XYL XYLEM INC28.9K shares1.08%2026-03-312026-05-14

ATR APTARGROUP25.2K shares5.17%2026-03-312026-05-14

AXP AMERICAN EXPRESS9.8K shares22.19%2026-03-312026-05-14

Sponsored

CVX CHEVRON14.3K shares0.87%2026-03-312026-05-14

AMG RIVER ROAD SMALL-MID CAP V AMG RIVER ROAD SMALL-MID CAP V252.6K shares4.51%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC33.9K shares26.55%2026-03-312026-05-14

SCHW CHARLES SCHWAB25.6K shares26.56%2026-03-312026-05-14

GQG PARTNERS EMERGING MARKETS GQG PARTNERS EMERGING MARKETS128.9K shares5.15%2026-03-312026-05-14

V VISA7.4K shares-5.10%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP7.7K shares-26.57%2026-03-312026-05-14

CNI CANADIAN NATL RAILWAY18.3K shares-9.52%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY CL B BERKSHIRE HATHAWAY CL B3.3K shares-1.49%2026-03-312026-05-14

JPM JPMORGAN CHASE5.2K shares0.00%2026-03-312026-05-14

ABBV ABBVIE6.7K shares-0.07%2026-03-312026-05-14

MS MORGAN STANLEY8.6K shares0.00%2026-03-312026-05-14

VIG VANGUARD DIVIDEND APPRECIATION6.2K shares0.00%2026-03-312026-05-14

IBM INTL BUSINESS MACH5.5K shares-5.21%2026-03-312026-05-14

ALPHABET INC CL C ALPHABET INC CL C4.4K shares-1.78%2026-03-312026-05-14

NEE NEXTERA ENERGY13.6K shares57.45%2026-03-312026-05-14

Sponsored

VANGUARD DIVIDEND GROWTH VANGUARD DIVIDEND GROWTH40.6K shares0.00%2026-03-312026-05-14

WM WASTE MANAGEMENT INC4.1K shares0.00%2026-03-312026-05-14

FI FISERV16.5K shares-19.50%2026-03-312026-05-14

BROADCOM INC BROADCOM INC3.0K shares134.52%2026-03-312026-05-14

CB CHUBB LIMITED2.8K shares-22.22%2026-03-312026-05-14

VANGUARD STAR FD VANGUARD STAR FD31.3K shares0.00%2026-03-312026-05-14

EXELIXIS INC EXELIXIS INC18.5K shares-5.13%2026-03-312026-05-14

IWV ISHARES RUSSELL 30002.1K shares0.00%2026-03-312026-05-14

Sponsored

WAB WABTEC3.0K shares-13.24%2026-03-312026-05-14

GPN GLOBAL PAYMENTS10.9K shares-18.89%2026-03-312026-05-14

COST COSTCO WHOLESALE718 shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL12.6K shares-18.06%2026-03-312026-05-14

XOM EXXON MOBIL3.9K shares0.00%2026-03-312026-05-14

MERCK MERCK5.5K shares-12.09%2026-03-312026-05-14

IWF ISHARES RUSSELL 1000 GROWTH1.5K shares0.00%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY L CANADIAN PACIFIC KANSAS CITY L7.5K shares17.74%2026-03-312026-05-14

Sponsored

T ROWE PRICE INST LARGE-CAP GR T ROWE PRICE INST LARGE-CAP GR7.7K shares-2.53%2026-03-312026-05-14

WCM FOCUSED INTERNATIONAL GROW WCM FOCUSED INTERNATIONAL GROW22.1K shares-8.30%2026-03-312026-05-14

WCN WASTE CONNECTIONS INC NEW3.3K sharesnew addition2026-03-312026-05-14

MCO MOODYS CORPORATION1.2K shares-22.58%2026-03-312026-05-14

VANGUARD 500 INDEX FD ADMIRAL VANGUARD 500 INDEX FD ADMIRAL815 shares0.00%2026-03-312026-05-14

VANGUARD TOTAL STOCK MARKET IN VANGUARD TOTAL STOCK MARKET IN2.9K shares0.00%2026-03-312026-05-14

VANGUARD SMALL CAP INDEX FD AD VANGUARD SMALL CAP INDEX FD AD3.6K shares0.00%2026-03-312026-05-14

WMS ADVANCED DRAINAGE SYSTEMS INC3.3K shares-12.16%2026-03-312026-05-14

Sponsored

OAKMARK INTL FD OAKMARK INTL FD14.2K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC1.2K shares-7.94%2026-03-312026-05-14

SGI SOMNIGROUP INTERNATIONAL INC5.3K shares-3.64%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS INC500 shares-28.57%2026-03-312026-05-14

APH AMPHENOL2.7K shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC COM800 shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL1.5K shares0.00%2026-03-312026-05-14

VANGUARD PACIFIC STOCK INDEX F VANGUARD PACIFIC STOCK INDEX F2.8K shares0.00%2026-03-312026-05-14

Sponsored

WD WALKER & DUNLOP INC7.3K shares-17.05%2026-03-312026-05-14

WFC WELLS FARGO4.0K shares-27.27%2026-03-312026-05-14

TXN TEXAS INSTRUMENTS1.6K shares0.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WORKS1.2K shares-17.48%2026-03-312026-05-14

VANGUARD EMERGING MARKETS STOC VANGUARD EMERGING MARKETS STOC6.9K shares0.00%2026-03-312026-05-14

VANGUARD EUROPEAN STOCK INDEX VANGUARD EUROPEAN STOCK INDEX2.8K shares0.00%2026-03-312026-05-14

PEP PEPSICO1.9K shares-9.88%2026-03-312026-05-14

WMT WAL-MART STORES2.2K shares-0.23%2026-03-312026-05-14

Sponsored

MORN MORNINGSTAR, INC1.5K shares0.00%2026-03-312026-05-14

CL COLGATE-PALMOLIVE3.0K shares-4.84%2026-03-312026-05-14

SGDM SPROTT GOLD MINERS ETF3.3K shares0.00%2026-03-312026-05-14

BEP BROOKFIELD RENEWABLE ENERGY PA7.3K sharesnew addition2026-03-312026-05-14

CINF CINNCINNATI FINL1.5K shares0.00%2026-03-312026-05-14

VANGUARD INDEX FDS S&P 500 ETF VANGUARD INDEX FDS S&P 500 ETF390 shares-14.66%2026-03-312026-05-14

AIG AIG INC3.0K shares-25.09%2026-03-312026-05-14

T ROWE PRICE DIVIDEND GROWTH F T ROWE PRICE DIVIDEND GROWTH F2.7K shares-21.51%2026-03-312026-05-14

Sponsored

FPA CRESCENT FUND FPA CRESCENT FUND5.1K shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP250 shares0.00%2026-03-312026-05-14

ROBECO BOSTON PARTNERS LONG SH ROBECO BOSTON PARTNERS LONG SH13.0K shares0.00%2026-03-312026-05-14

SAN BANCO SANTANDER SA10.4K shares0.00%2026-03-312026-05-14

NVDA

NVIDIA CORP

-0.20%

Shares57.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC CL A

-3.99%

Shares32.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE

0.93%

Shares32.6K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES

0.45%

Shares23.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT

2.50%

Shares19.0K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-1.91%

Shares32.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON.COM

3.67%

Shares29.0K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS

-0.01%

Shares37.8K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON AND JOHNSON

-0.06%

Shares22.1K

Event2026-03-31

Filed2026-05-14

MASTERCARD

0.29%

Shares10.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

2.55%

Shares5.6K

Event2026-03-31

Filed2026-05-14

SCHNEIDER ELEC SA ADR

-0.09%

Shares89.8K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABS

2.58%

Shares44.4K

Event2026-03-31

Filed2026-05-14

HOME DEPOT

1.99%

Shares13.8K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATERIAL

5.58%

Shares12.6K

Event2026-03-31

Filed2026-05-14

ROK

ROCKWELL AUTOMATION

-1.03%

Shares11.3K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES

0.79%

Shares19.9K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP

3.14%

Shares20.9K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE

5.24%

Shares27.3K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING

0.70%

Shares17.5K

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS

10.65%

Shares7.8K

Event2026-03-31

Filed2026-05-14

XYL

XYLEM INC

1.08%

Shares28.9K

Event2026-03-31

Filed2026-05-14

ATR

APTARGROUP

5.17%

Shares25.2K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS

22.19%

Shares9.8K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON

0.87%

Shares14.3K

Event2026-03-31

Filed2026-05-14

AMG RIVER ROAD SMALL-MID CAP V

4.51%

Shares252.6K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

26.55%

Shares33.9K

Event2026-03-31

Filed2026-05-14

SCHW

CHARLES SCHWAB

26.56%

Shares25.6K

Event2026-03-31

Filed2026-05-14

GQG PARTNERS EMERGING MARKETS

5.15%

Shares128.9K

Event2026-03-31

Filed2026-05-14

VISA

-5.10%

Shares7.4K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP

-26.57%

Shares7.7K

Event2026-03-31

Filed2026-05-14

CNI

CANADIAN NATL RAILWAY

-9.52%

Shares18.3K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY CL B

-1.49%

Shares3.3K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE

-0.07%

Shares6.7K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD DIVIDEND APPRECIATION

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-14

IBM

INTL BUSINESS MACH

-5.21%

Shares5.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC CL C

-1.78%

Shares4.4K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY

57.45%

Shares13.6K

Event2026-03-31

Filed2026-05-14

VANGUARD DIVIDEND GROWTH

0.00%

Shares40.6K

Event2026-03-31

Filed2026-05-14

WASTE MANAGEMENT INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

FISERV

-19.50%

Shares16.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

134.52%

Shares3.0K

Event2026-03-31

Filed2026-05-14

CHUBB LIMITED

-22.22%

Shares2.8K

Event2026-03-31

Filed2026-05-14

VANGUARD STAR FD

0.00%

Shares31.3K

Event2026-03-31

Filed2026-05-14

EXELIXIS INC

-5.13%

Shares18.5K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES RUSSELL 3000

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

WAB

WABTEC

-13.24%

Shares3.0K

Event2026-03-31

Filed2026-05-14

GPN

GLOBAL PAYMENTS

-18.89%

Shares10.9K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE

0.00%

Shares718

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL

-18.06%

Shares12.6K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

MERCK

-12.09%

Shares5.5K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES RUSSELL 1000 GROWTH

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY L

17.74%

Shares7.5K

Event2026-03-31

Filed2026-05-14

T ROWE PRICE INST LARGE-CAP GR

-2.53%

Shares7.7K

Event2026-03-31

Filed2026-05-14

WCM FOCUSED INTERNATIONAL GROW

-8.30%

Shares22.1K

Event2026-03-31

Filed2026-05-14

WCN

WASTE CONNECTIONS INC NEW

New

Shares3.3K

Event2026-03-31

Filed2026-05-14

MCO

MOODYS CORPORATION

-22.58%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VANGUARD 500 INDEX FD ADMIRAL

0.00%

Shares815

Event2026-03-31

Filed2026-05-14

VANGUARD TOTAL STOCK MARKET IN

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

VANGUARD SMALL CAP INDEX FD AD

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

WMS

ADVANCED DRAINAGE SYSTEMS INC

-12.16%

Shares3.3K

Event2026-03-31

Filed2026-05-14

OAKMARK INTL FD

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-7.94%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SGI

SOMNIGROUP INTERNATIONAL INC

-3.64%

Shares5.3K

Event2026-03-31

Filed2026-05-14

REGN

REGENERON PHARMACEUTICALS INC

-28.57%

Shares500

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC COM

0.00%

Shares800

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

VANGUARD PACIFIC STOCK INDEX F

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

WALKER & DUNLOP INC

-17.05%

Shares7.3K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO

-27.27%

Shares4.0K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRUMENTS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WORKS

-17.48%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VANGUARD EMERGING MARKETS STOC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-14

VANGUARD EUROPEAN STOCK INDEX

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO

-9.88%

Shares1.9K

Event2026-03-31

Filed2026-05-14

WMT

WAL-MART STORES

-0.23%

Shares2.2K

Event2026-03-31

Filed2026-05-14

MORN

MORNINGSTAR, INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

COLGATE-PALMOLIVE

-4.84%

Shares3.0K

Event2026-03-31

Filed2026-05-14

SGDM

SPROTT GOLD MINERS ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

BEP

BROOKFIELD RENEWABLE ENERGY PA

New

Shares7.3K

Event2026-03-31

Filed2026-05-14

CINF

CINNCINNATI FINL

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS S&P 500 ETF

-14.66%

Shares390

Event2026-03-31

Filed2026-05-14

AIG

AIG INC

-25.09%

Shares3.0K

Event2026-03-31

Filed2026-05-14

T ROWE PRICE DIVIDEND GROWTH F

-21.51%

Shares2.7K

Event2026-03-31

Filed2026-05-14

FPA CRESCENT FUND

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP

0.00%

Shares250

Event2026-03-31

Filed2026-05-14

ROBECO BOSTON PARTNERS LONG SH

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

SAN

BANCO SANTANDER SA

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available