Investor
Elefante Mark B
CIK 0001661535 · filed 2026-05-15 · SEC filing
13F book
$181.8M
Positions
58
4 new · 2 sold
Largest name
6.6%
Alphabet Inc
Est. mark
−$6.19M
Price effect on 54 names still held. Flow $24.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 41.8K | $12M | 6.6% | −$965.1K | Added$156.1K |
| Apple Inc. | AAPL | 39.1K | $9.92M | 5.5% | −$608.1K | Added$771.3K |
| Nvidia Corp | NVDA | 55.9K | $9.75M | 5.4% | −$593.4K | Added$602.4K |
| Analog Devices Inc | ADI | 27.1K | $8.62M | 4.7% | $1.17M | Added$1.88M |
| Tjx Cos Inc New | — | 46.1K | $7.37M | 4.1% | $242.6K | Added$1.25M |
| Mastercard Inc | MA | 14.7K | $7.34M | 4.0% | −$874.9K | Added$325.8K |
| Microsoft Corp | MSFT | 19.2K | $7.11M | 3.9% | −$1.83M | Added−$684.9K |
| Amazon Com Inc | AMZN | 33.5K | $6.98M | 3.8% | −$642.7K | Added$405.3K |
| Johnson & Johnson | JNJ | 26.1K | $6.39M | 3.5% | $842K | Added$1.74M |
| RTX Corp | RTX | 30.8K | $5.93M | 3.3% | $271.7K | Added$686.6K |
| Advanced Micro Devices Inc | AMD | 27.5K | $5.59M | 3.1% | −$278.1K | Added$36K |
| Abbott Labs | ABT | 54.1K | $5.55M | 3.1% | −$1.03M | Added−$169.9K |
| Procter And Gamble Co | PG | 37.1K | $5.35M | 2.9% | $35.7K | Added$824.8K |
| Rockwell Automation, Inc | ROK | 14.7K | $5.26M | 2.9% | −$384K | Added$315.8K |
| Danaher Corporation | — | 26.6K | $5.05M | 2.8% | −$882.5K | Added−$91.3K |
| Schneider Elec Sa Adr | — | 87.7K | $4.78M | 2.6% | −$37.6K | Added$682.9K |
| Automatic Data Processing In | — | 23.4K | $4.76M | 2.6% | −$1.08M | Added−$361.6K |
| Aptargroup, Inc. | ATR | 37.8K | $4.76M | 2.6% | $130.1K | Added$851.3K |
| Home Depot, Inc. | HD | 14.1K | $4.65M | 2.6% | −$181.8K | Added$540.5K |
| Xylem Inc. | XYL | 35.1K | $4.19M | 2.3% | −$483.5K | Added$242K |
| Chevron Corp New | CVX | 20.2K | $4.17M | 2.3% | $1.1M | Cut$918.9K |
| Applied Matls Inc | — | 12.2K | $4.17M | 2.3% | $805.4K | Added$1.73M |
| Eli Lilly & Co | LLY | 4.03K | $3.71M | 2.0% | −$448.9K | Added$593.2K |
| Vertex Pharmaceuticals Inc | — | 8.14K | $3.64M | 2.0% | −$47.8K | Added$455K |
| American Express Co | AXP | 10.7K | $3.25M | 1.8% | −$448.1K | Added$788.4K |
| Canadian Natl Ry Co | — | 31K | $3.18M | 1.8% | $106K | Added$507.4K |
| Schwab Charles Corp | — | 32.8K | $3.09M | 1.7% | −$119.7K | Added$1.07M |
| Nextera Energy Inc | — | 30.9K | $2.87M | 1.6% | $248.2K | Added$1.29M |
| Uber Technologies, Inc | UBER | 38.6K | $2.78M | 1.5% | −$246.7K | Added$714.2K |
| CARRIER GLOBAL Corp | CARR | 37.1K | $2.09M | 1.1% | $128.7K | Cut−$61.7K |
| Exxon Mobil Corp | — | 7.55K | $1.28M | 0.7% | $372.4K | Cut$336.3K |
| Asml Holding N V | — | 908 | $1.2M | 0.7% | $128.7K | Added$650.5K |
| Fiserv Inc | FISV | 20.6K | $1.15M | 0.6% | −$234.4K | Cut−$378.5K |
| Honeywell Intl Inc | — | 4.54K | $1.03M | 0.6% | $110.4K | Added$331.2K |
| AbbVie Inc. | ABBV | 4.59K | $998.3K | 0.5% | −$47.7K | Added$6.63K |
| Unitedhealth Group Inc | UNH | 3.6K | $973K | 0.5% | −$214K | Cut−$1.34M |
| Waste Connections, Inc. | WCN | 5.97K | $970.4K | 0.5% | — | New |
| Broadcom Inc. | AVGO | 3.07K | $951.1K | 0.5% | −$26.3K | Added$701.9K |
| Amphenol Corp New | — | 5.94K | $750.9K | 0.4% | −$52.2K | Held |
| Gqg Partners Emerging Markets | — | 40.1K | $730.3K | 0.4% | $10K | Added$273K |
| Amg River Road Small-Mid Cap V | — | 68.3K | $667.9K | 0.4% | −$6.67K | Added$253.6K |
| Crowdstrike Hldgs Inc | — | 1.69K | $659K | 0.4% | −$71.1K | Added$233.8K |
| Costco Whsl Corp New | — | 638 | $635.7K | 0.4% | $85.5K | Held |
| Berkshire Hathaway Inc Del | — | 1.21K | $577.4K | 0.3% | −$24.8K | Added$46.1K |
| Merck & Co., Inc. | MRK | 4.8K | $577.4K | 0.3% | $72.1K | Held |
| Nestle Sa Adr | — | 5.38K | $533.2K | 0.3% | $1.72K | Cut−$108.9K |
| Canadian Pacific Kansas City | — | 6.37K | $500.7K | 0.3% | $31.9K | Added$34.2K |
| Pepsico Inc | PEP | 2.88K | $446.5K | 0.2% | $33.8K | Held |
| Mccormick & Co Inc | — | 8.79K | $443.1K | 0.2% | −$155.2K | Cut−$1.3M |
| Union Pac Corp | — | 1.5K | $363.9K | 0.2% | $17K | Held |
| Visa Inc. | V | 1.03K | $312.8K | 0.2% | −$50.2K | Cut−$330.7K |
| Deere & Co | DE | 525 | $295.7K | 0.2% | — | New |
| Stryker Corp | SYK | 855 | $280.9K | 0.2% | −$19.6K | Held |
| Alphabet Inc | — | 960 | $275.4K | 0.2% | −$25.9K | Cut−$96.5K |
| Ecolab Inc. | ECL | 1K | $266K | 0.1% | $3.5K | Held |
| Jpmorgan Chase & Co. | — | 772 | $227.1K | 0.1% | −$21.7K | Held |
| Dover Corp | DOV | 1K | $208.4K | 0.1% | — | New |
| Novozymes A S Dkk 2.0 | — | 3.4K | $200.7K | 0.1% | — | New |
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.