Investor
Dempze Nancy E
CIK 0001592614 · filed 2026-05-14 · SEC filing
13F book
$182.1M
Positions
92
2 new · 8 sold
Largest name
5.5%
Nvidia Corp · NVDA
Est. mark
−$9.04M
Price effect on 90 names still held. Flow −$829.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 57.1K | $9.96M | 5.5% | −$691.2K | Cut−$712.5K |
| Alphabet Inc | — | 32.5K | $9.34M | 5.1% | −$826.5K | Cut−$1.25M |
| Apple Inc. | AAPL | 32.6K | $8.27M | 4.5% | −$583.6K | Added−$507.7K |
| Analog Devices Inc | ADI | 23.6K | $7.49M | 4.1% | $1.1M | Added$1.13M |
| Microsoft Corp | MSFT | 19K | $7.02M | 3.9% | −$2.1M | Added−$1.93M |
| RTX Corp | RTX | 32.5K | $6.27M | 3.4% | $308.8K | Cut$192.7K |
| Amazon Com Inc | AMZN | 29K | $6.04M | 3.3% | −$631.2K | Added−$417.5K |
| Tjx Cos Inc New | — | 37.8K | $6.03M | 3.3% | $230K | Cut$229.7K |
| Johnson & Johnson | JNJ | 22.1K | $5.4M | 3.0% | $828.4K | Cut$825.7K |
| Mastercard Inc | MA | 10.6K | $5.3M | 2.9% | −$752.7K | Added−$737.2K |
| Eli Lilly & Co | LLY | 5.63K | $5.18M | 2.8% | −$850.6K | Added−$721.8K |
| Schneider Elec Sa Adr | — | 89.8K | $4.89M | 2.7% | −$45.3K | Cut−$49.7K |
| Abbott Labs | ABT | 44.4K | $4.55M | 2.5% | −$978K | Added−$863.5K |
| Home Depot, Inc. | HD | 13.8K | $4.53M | 2.5% | −$205.5K | Added−$117K |
| Applied Matls Inc | — | 12.6K | $4.31M | 2.4% | $1.01M | Added$1.24M |
| Rockwell Automation, Inc | ROK | 11.3K | $4.06M | 2.2% | −$341.7K | Cut−$387.6K |
| Advanced Micro Devices Inc | AMD | 19.9K | $4.05M | 2.2% | −$212.1K | Added−$180.4K |
| Danaher Corporation | — | 20.9K | $3.96M | 2.2% | −$796K | Added−$675.4K |
| Procter And Gamble Co | PG | 27.3K | $3.94M | 2.2% | $29.3K | Added$225.6K |
| Automatic Data Processing In | — | 17.5K | $3.56M | 2.0% | −$939.4K | Added−$914.7K |
| Vertex Pharmaceuticals Inc | — | 7.81K | $3.49M | 1.9% | −$48.1K | Added$287.7K |
| Xylem Inc. | XYL | 28.9K | $3.45M | 1.9% | −$476.6K | Added−$439.8K |
| Aptargroup, Inc. | ATR | 25.2K | $3.18M | 1.7% | $97.3K | Added$253.6K |
| American Express Co | AXP | 9.79K | $2.96M | 1.6% | −$540.5K | Added−$2.69K |
| Chevron Corp New | CVX | 14.3K | $2.96M | 1.6% | $772K | Added$797.4K |
| Amg River Road Small-Mid Cap V | — | 252.6K | $2.47M | 1.4% | −$38.7K | Added$67.9K |
| Uber Technologies, Inc | UBER | 33.9K | $2.44M | 1.3% | −$262.1K | Added$249.7K |
| Schwab Charles Corp | — | 25.6K | $2.41M | 1.3% | −$120.1K | Added$385.7K |
| Gqg Partners Emerging Markets | — | 128.9K | $2.35M | 1.3% | $47.8K | Added$162.7K |
| Visa Inc. | V | 7.45K | $2.25M | 1.2% | −$361.1K | Cut−$501.3K |
| Unitedhealth Group Inc | UNH | 7.68K | $2.08M | 1.1% | −$457.4K | Cut−$1.38M |
| Canadian Natl Ry Co | — | 18.3K | $1.88M | 1.0% | $71.5K | Cut−$118.3K |
| Berkshire Hathaway Inc Del | — | 3.3K | $1.58M | 0.9% | −$77.4K | Cut−$102.5K |
| Jpmorgan Chase & Co. | — | 5.23K | $1.54M | 0.8% | −$146.7K | Held |
| AbbVie Inc. | ABBV | 6.69K | $1.45M | 0.8% | −$73.5K | Cut−$74.7K |
| Morgan Stanley | — | 8.58K | $1.41M | 0.8% | −$111.2K | Held |
| Vanguard Specialized Funds | — | 6.23K | $1.34M | 0.7% | −$29.4K | Held |
| International Business Machs | — | 5.46K | $1.32M | 0.7% | −$293.9K | Cut−$382.7K |
| Alphabet Inc | — | 4.41K | $1.26M | 0.7% | −$118.7K | Cut−$143.8K |
| Nextera Energy Inc | — | 13.6K | $1.26M | 0.7% | $108.6K | Added$568.3K |
| Vanguard Dividend Growth Fund Inv | — | 40.6K | $1.18M | 0.6% | −$156K | Held |
| Waste Mgmt Inc Del | — | 4.14K | $951.8K | 0.5% | $41.8K | Held |
| Fiserv Inc | FISV | 16.5K | $921.8K | 0.5% | −$187.8K | Cut−$456.7K |
| Broadcom Inc. | AVGO | 2.96K | $916.8K | 0.5% | −$46.2K | Added$479.6K |
| Chubb Limited | — | 2.8K | $912.6K | 0.5% | $38.7K | Cut−$211K |
| Vanguard Star Fund | — | 31.3K | $891.9K | 0.5% | −$20K | Held |
| Exelixis, Inc. | EXEL | 18.5K | $793.5K | 0.4% | −$17.4K | Cut−$61.2K |
| Ishares Tr | — | 2.1K | $779.2K | 0.4% | −$34K | Held |
| Wabtec | — | 2.95K | $737.2K | 0.4% | $107.6K | Cut$11.5K |
| Global Pmts Inc | — | 10.9K | $736.9K | 0.4% | −$110.6K | Cut−$308K |
| Costco Whsl Corp New | — | 718 | $715.4K | 0.4% | $96.3K | Held |
| CARRIER GLOBAL Corp | CARR | 12.6K | $708.6K | 0.4% | $43.7K | Cut−$102.9K |
| Exxon Mobil Corp | — | 3.88K | $657.4K | 0.4% | $191.1K | Held |
| Merck & Co., Inc. | MRK | 5.46K | $656.2K | 0.4% | $82K | Cut$3.04K |
| Ishares Tr | — | 1.5K | $639.6K | 0.4% | −$70.4K | Held |
| Canadian Pacific Kansas City | — | 7.47K | $587.3K | 0.3% | $31.9K | Added$120.4K |
| T Rowe Price Equity Funds In | — | 7.71K | $579.8K | 0.3% | −$75.1K | Cut−$92.1K |
| Investment Managers Ser Tr | — | 22.1K | $543K | 0.3% | −$6.85K | Cut−$56.6K |
| Waste Connections, Inc. | WCN | 3.34K | $542.5K | 0.3% | — | New |
| Moodys Corp | — | 1.2K | $523.5K | 0.3% | −$89.5K | Cut−$268.3K |
| Vanguard 500 Index Admir | — | 815 | $491K | 0.3% | −$23.9K | Held |
| Vanguard Total Stock Mkt | — | 2.89K | $451K | 0.2% | −$20.1K | Held |
| Vanguard Index Fds | — | 3.59K | $450.4K | 0.2% | $6.75K | Held |
| Advanced Drain Sys Inc Del | — | 3.25K | $445.7K | 0.2% | −$25K | Cut−$90.2K |
| Oakmark International Investor | — | 14.2K | $432.4K | 0.2% | −$29.7K | Held |
| Amgen Inc | AMGN | 1.16K | $408.1K | 0.2% | $28.5K | Cut−$4.26K |
| Somnigroup International Inc. | SGI | 5.3K | $391.8K | 0.2% | −$81.4K | Cut−$99.3K |
| Regeneron Pharmaceuticals, Inc. | REGN | 500 | $386.3K | 0.2% | $385 | Cut−$154K |
| Amphenol Corp New | — | 2.75K | $347K | 0.2% | −$24.1K | Held |
| S&P Global Inc. | SPGI | 800 | $340.3K | 0.2% | −$77.8K | Held |
| Honeywell Intl Inc | — | 1.5K | $340.2K | 0.2% | $46.6K | Held |
| Vanguard Pacific Stock I | — | 2.76K | $332.6K | 0.2% | $22.9K | Held |
| Walker & Dunlop, Inc. | WD | 7.3K | $324K | 0.2% | −$115.1K | Cut−$205.3K |
| Wells Fargo Co New | — | 4K | $318.4K | 0.2% | −$54.4K | Cut−$194.2K |
| Texas Instrs Inc | — | 1.61K | $313.5K | 0.2% | $33.4K | Held |
| Illinois Tool Wks Inc | — | 1.18K | $307.1K | 0.2% | $16.5K | Cut−$45.1K |
| Vanguard Intl Equity Index F | — | 6.89K | $306.8K | 0.2% | −$689 | Held |
| Vanguard European Stock Index | — | 2.82K | $290.6K | 0.2% | −$4.32K | Held |
| Pepsico Inc | PEP | 1.87K | $290.4K | 0.2% | $22K | Cut−$7.41K |
| Walmart Inc. | WMT | 2.17K | $269.9K | 0.1% | $28K | Cut$27.4K |
| Morningstar, Inc. | MORN | 1.49K | $252.6K | 0.1% | −$72.1K | Held |
| Colgate Palmolive Co | CL | 2.95K | $251.4K | 0.1% | $18.3K | Cut$6.47K |
| Sprott Etf Trust | — | 3.25K | $245.3K | 0.1% | $19K | Held |
| Brookfield Renewable Partner | — | 7.25K | $236.6K | 0.1% | — | New |
| Cincinnati Finl Corp | — | 1.5K | $236K | 0.1% | −$8.95K | Held |
| Vanguard Index Fds | — | 390 | $233K | 0.1% | −$11.5K | Cut−$53.6K |
| American Intl Group Inc | — | 3K | $225.8K | 0.1% | −$30.9K | Cut−$116.9K |
| T Rowe Price Dividend Growth I | — | 2.74K | $221.3K | 0.1% | −$1.86K | Cut−$63K |
| Fpa Crescent Fund | — | 5.13K | $217.9K | 0.1% | −$3.44K | Held |
| Goldman Sachs Group Inc | — | 250 | $211.5K | 0.1% | −$8.25K | Held |
| Robeco Boston Partners Long Sh | — | 13K | $180.7K | 0.1% | −$1.3K | Held |
| Banco Santander Sa | — | 10.4K | $117.7K | 0.1% | −$4.69K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.