The Analysis of Dempze Nancy E's Holdings

Currently, Dempze Nancy E holds 86 types of securities in its portfolio with a total value $182.1M. In the most recent quarter, they have increased their positions in UNH (+3.8K shares, valued at $1.3M), AMAT (+4.7K shares, valued at $967.0K), LLY (+1.2K shares, valued at $948.4K); decreased their positions in NVDA (-3.9K shares, valued at $719.8K), AMD (-2.8K shares, valued at $458.0K), ROK (-779 shares, valued at $272.3K); initiated new positions in SGDM (+3.3K shares, valued at $201.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP59.5K shares-6.09%2025-09-302025-11-10

GOOGL ALPHABET INC CL A34.4K shares-0.66%2025-09-302025-11-10

MSFT MICROSOFT16.1K shares-0.60%2025-09-302025-11-10

AAPL APPLE32.1K shares0.70%2025-09-302025-11-10

MA MASTERCARD10.6K shares-1.21%2025-09-302025-11-10

AMZN AMAZON.COM27.5K shares2.19%2025-09-302025-11-10

ADI ANALOG DEVICES23.3K shares-0.35%2025-09-302025-11-10

ABT ABBOTT LABS42.6K shares0.68%2025-09-302025-11-10

Sponsored

TJX TJX COS37.9K shares-0.93%2025-09-302025-11-10

RTX RTX CORPORATION31.9K shares-1.90%2025-09-302025-11-10

HD HOME DEPOT12.8K shares0.24%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSING17.1K shares-0.49%2025-09-302025-11-10

SCHNEIDER ELEC SA ADR SCHNEIDER ELEC SA ADR88.8K shares0.42%2025-09-302025-11-10

UNH UNITEDHEALTH GROUP12.5K shares43.14%2025-09-302025-11-10

XYL XYLEM INC28.3K shares-0.05%2025-09-302025-11-10

DHR DANAHER CORP20.8K shares0.25%2025-09-302025-11-10

Sponsored

JNJ JOHNSON AND JOHNSON21.8K shares-1.89%2025-09-302025-11-10

ROK ROCKWELL AUTOMATION11.5K shares-6.33%2025-09-302025-11-10

PG PROCTER & GAMBLE25.4K shares0.47%2025-09-302025-11-10

AMD ADVANCED MICRO DEVICES21.8K shares-11.51%2025-09-302025-11-10

FI FISERV26.3K shares0.00%2025-09-302025-11-10

ATR APTARGROUP24.4K shares0.15%2025-09-302025-11-10

CARR CARRIER GLOBAL52.6K shares5.12%2025-09-302025-11-10

LLY ELI LILLY & CO4.0K shares45.02%2025-09-302025-11-10

Sponsored

VRTX VERTEX PHARMACEUTICALS7.3K shares1.00%2025-09-302025-11-10

VANGUARD DIVIDEND GROWTH VANGUARD DIVIDEND GROWTH72.3K shares0.00%2025-09-302025-11-10

MKC MCCORMICK & CO36.7K shares4.33%2025-09-302025-11-10

AMG RIVER ROAD SMALL-MID CAP V AMG RIVER ROAD SMALL-MID CAP V237.3K shares1.70%2025-09-302025-11-10

V VISA6.4K shares-3.15%2025-09-302025-11-10

CNI CANADIAN NATL RAILWAY22.3K shares-4.56%2025-09-302025-11-10

GQG PARTNERS EMERGING MARKETS GQG PARTNERS EMERGING MARKETS114.7K shares2.58%2025-09-302025-11-10

CVX CHEVRON12.1K shares-0.02%2025-09-302025-11-10

Sponsored

UBER UBER TECHNOLOGIES INC19.1K shares31.19%2025-09-302025-11-10

VANGUARD STAR FD VANGUARD STAR FD56.4K shares0.00%2025-09-302025-11-10

AXP AMERICAN EXPRESS5.1K shares46.23%2025-09-302025-11-10

AMAT APPLIED MATERIAL8.0K shares144.74%2025-09-302025-11-10

CRM SALESFORCE.COM6.4K shares16.12%2025-09-302025-11-10

JPM JPMORGAN CHASE4.8K shares0.00%2025-09-302025-11-10

VIG VANGUARD DIVIDEND APPRECIATION6.2K shares0.00%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY CL B2.6K shares-2.67%2025-09-302025-11-10

Sponsored

ABBV ABBVIE5.5K shares-6.08%2025-09-302025-11-10

MS MORGAN STANLEY8.0K shares0.00%2025-09-302025-11-10

GPN GLOBAL PAYMENTS13.3K shares-1.48%2025-09-302025-11-10

GOOG ALPHABET INC CL C4.5K shares0.00%2025-09-302025-11-10

SCHW CHARLES SCHWAB11.3K shares52.14%2025-09-302025-11-10

IBM INTL BUSINESS MACH3.8K shares0.00%2025-09-302025-11-10

WM WASTE MANAGEMENT INC4.1K shares0.00%2025-09-302025-11-10

IWV ISHARES RUSSELL 30002.1K shares0.00%2025-09-302025-11-10

Sponsored

T ROWE PRICE INST LARGE-CAP GR T ROWE PRICE INST LARGE-CAP GR7.9K shares0.00%2025-09-302025-11-10

CB CHUBB LIMITED2.6K shares0.00%2025-09-302025-11-10

IWF ISHARES RUSSELL 1000 GROWTH1.5K shares-6.25%2025-09-302025-11-10

WAB WABTEC3.4K shares0.00%2025-09-302025-11-10

WCM FOCUSED INTERNATIONAL GROW WCM FOCUSED INTERNATIONAL GROW24.1K shares0.00%2025-09-302025-11-10

WMS ADVANCED DRAINAGE SYSTEMS INC4.5K shares-11.00%2025-09-302025-11-10

EXELIXIS INC EXELIXIS INC14.5K shares0.00%2025-09-302025-11-10

COST COSTCO WHOLESALE643 shares-0.77%2025-09-302025-11-10

Sponsored

VANGUARD 500 INDEX FD ADMIRAL VANGUARD 500 INDEX FD ADMIRAL900 shares-2.17%2025-09-302025-11-10

NEE NEXTERA ENERGY7.4K shares0.48%2025-09-302025-11-10

SGI SOMNIGROUP INTERNATIONAL INC6.0K shares0.00%2025-09-302025-11-10

VANGUARD TOTAL STOCK MARKET IN VANGUARD TOTAL STOCK MARKET IN3.0K shares0.00%2025-09-302025-11-10

VANGUARD SMALL CAP INDEX FD AD VANGUARD SMALL CAP INDEX FD AD3.9K shares0.00%2025-09-302025-11-10

MRK MERCK5.7K shares-21.28%2025-09-302025-11-10

OAKMARK INTL FD OAKMARK INTL FD14.2K shares0.00%2025-09-302025-11-10

CP CANADIAN PACIFIC KANSAS CITY L5.5K shares7.23%2025-09-302025-11-10

Sponsored

WD WALKER & DUNLOP INC4.8K shares-17.24%2025-09-302025-11-10

REGN REGENERON PHARMACEUTICALS INC700 shares-12.50%2025-09-302025-11-10

SPGI S&P GLOBAL INC COM800 shares0.00%2025-09-302025-11-10

WFC WELLS FARGO4.5K shares0.00%2025-09-302025-11-10

XOM EXXON MOBIL3.3K shares0.00%2025-09-302025-11-10

ITW ILLINOIS TOOL WORKS1.4K shares-6.54%2025-09-302025-11-10

MORN MORNINGSTAR, INC1.5K shares0.00%2025-09-302025-11-10

APH AMPHENOL2.7K shares0.00%2025-09-302025-11-10

Sponsored

VANGUARD EMERGING MARKETS STOC VANGUARD EMERGING MARKETS STOC7.1K shares0.00%2025-09-302025-11-10

HON HONEYWELL INTL1.5K shares-13.01%2025-09-302025-11-10

VANGUARD PACIFIC STOCK INDEX F VANGUARD PACIFIC STOCK INDEX F2.9K shares0.00%2025-09-302025-11-10

VANGUARD EUROPEAN STOCK INDEX VANGUARD EUROPEAN STOCK INDEX2.9K shares0.00%2025-09-302025-11-10

RELX RELX PLC6.0K shares11.95%2025-09-302025-11-10

SPY SPDR S&P 500 ETF398 shares-4.78%2025-09-302025-11-10

MMC MARSH & MCLENNAN1.2K shares0.00%2025-09-302025-11-10

CINF CINNCINNATI FINL1.5K shares0.00%2025-09-302025-11-10

Sponsored

AIG AIG INC3.0K shares-14.29%2025-09-302025-11-10

FPA CRESCENT FUND FPA CRESCENT FUND5.1K shares0.00%2025-09-302025-11-10

WMT WAL-MART STORES2.2K shares-6.04%2025-09-302025-11-10

TXN TEXAS INSTRUMENTS1.1K shares0.00%2025-09-302025-11-10

SGDM SPROTT GOLD MINERS ETF3.3K sharesnew addition2025-09-302025-11-10

ROBECO BOSTON PARTNERS LONG SH ROBECO BOSTON PARTNERS LONG SH13.0K shares0.00%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available