13F

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.
NameTickerSharesValueWeightEst. markChange
Alphabet Inc41.8K$12M6.6%−$965.1KAdded$156.1K
Apple Inc.AAPL39.1K$9.92M5.5%−$608.1KAdded$771.3K
Nvidia CorpNVDA55.9K$9.75M5.4%−$593.4KAdded$602.4K
Analog Devices IncADI27.1K$8.62M4.7%$1.17MAdded$1.88M
Tjx Cos Inc New46.1K$7.37M4.1%$242.6KAdded$1.25M
Mastercard IncMA14.7K$7.34M4.0%−$874.9KAdded$325.8K
Microsoft CorpMSFT19.2K$7.11M3.9%−$1.83MAdded−$684.9K
Amazon Com IncAMZN33.5K$6.98M3.8%−$642.7KAdded$405.3K
Johnson & JohnsonJNJ26.1K$6.39M3.5%$842KAdded$1.74M
RTX CorpRTX30.8K$5.93M3.3%$271.7KAdded$686.6K
Advanced Micro Devices IncAMD27.5K$5.59M3.1%−$278.1KAdded$36K
Abbott LabsABT54.1K$5.55M3.1%−$1.03MAdded−$169.9K
Procter And Gamble CoPG37.1K$5.35M2.9%$35.7KAdded$824.8K
Rockwell Automation, IncROK14.7K$5.26M2.9%−$384KAdded$315.8K
Danaher Corporation26.6K$5.05M2.8%−$882.5KAdded−$91.3K
Schneider Elec Sa Adr87.7K$4.78M2.6%−$37.6KAdded$682.9K
Automatic Data Processing In23.4K$4.76M2.6%−$1.08MAdded−$361.6K
Aptargroup, Inc.ATR37.8K$4.76M2.6%$130.1KAdded$851.3K
Home Depot, Inc.HD14.1K$4.65M2.6%−$181.8KAdded$540.5K
Xylem Inc.XYL35.1K$4.19M2.3%−$483.5KAdded$242K
Chevron Corp NewCVX20.2K$4.17M2.3%$1.1MCut$918.9K
Applied Matls Inc12.2K$4.17M2.3%$805.4KAdded$1.73M
Eli Lilly & CoLLY4.03K$3.71M2.0%−$448.9KAdded$593.2K
Vertex Pharmaceuticals Inc8.14K$3.64M2.0%−$47.8KAdded$455K
American Express CoAXP10.7K$3.25M1.8%−$448.1KAdded$788.4K
Canadian Natl Ry Co31K$3.18M1.8%$106KAdded$507.4K
Schwab Charles Corp32.8K$3.09M1.7%−$119.7KAdded$1.07M
Nextera Energy Inc30.9K$2.87M1.6%$248.2KAdded$1.29M
Uber Technologies, IncUBER38.6K$2.78M1.5%−$246.7KAdded$714.2K
CARRIER GLOBAL CorpCARR37.1K$2.09M1.1%$128.7KCut−$61.7K
Exxon Mobil Corp7.55K$1.28M0.7%$372.4KCut$336.3K
Asml Holding N V908$1.2M0.7%$128.7KAdded$650.5K
Fiserv IncFISV20.6K$1.15M0.6%−$234.4KCut−$378.5K
Honeywell Intl Inc4.54K$1.03M0.6%$110.4KAdded$331.2K
AbbVie Inc.ABBV4.59K$998.3K0.5%−$47.7KAdded$6.63K
Unitedhealth Group IncUNH3.6K$973K0.5%−$214KCut−$1.34M
Waste Connections, Inc.WCN5.97K$970.4K0.5%New
Broadcom Inc.AVGO3.07K$951.1K0.5%−$26.3KAdded$701.9K
Amphenol Corp New5.94K$750.9K0.4%−$52.2KHeld
Gqg Partners Emerging Markets40.1K$730.3K0.4%$10KAdded$273K
Amg River Road Small-Mid Cap V68.3K$667.9K0.4%−$6.67KAdded$253.6K
Crowdstrike Hldgs Inc1.69K$659K0.4%−$71.1KAdded$233.8K
Costco Whsl Corp New638$635.7K0.4%$85.5KHeld
Berkshire Hathaway Inc Del1.21K$577.4K0.3%−$24.8KAdded$46.1K
Merck & Co., Inc.MRK4.8K$577.4K0.3%$72.1KHeld
Nestle Sa Adr5.38K$533.2K0.3%$1.72KCut−$108.9K
Canadian Pacific Kansas City6.37K$500.7K0.3%$31.9KAdded$34.2K
Pepsico IncPEP2.88K$446.5K0.2%$33.8KHeld
Mccormick & Co Inc8.79K$443.1K0.2%−$155.2KCut−$1.3M
Union Pac Corp1.5K$363.9K0.2%$17KHeld
Visa Inc.V1.03K$312.8K0.2%−$50.2KCut−$330.7K
Deere & CoDE525$295.7K0.2%New
Stryker CorpSYK855$280.9K0.2%−$19.6KHeld
Alphabet Inc960$275.4K0.2%−$25.9KCut−$96.5K
Ecolab Inc.ECL1K$266K0.1%$3.5KHeld
Jpmorgan Chase & Co.772$227.1K0.1%−$21.7KHeld
Dover CorpDOV1K$208.4K0.1%New
Novozymes A S Dkk 2.03.4K$200.7K0.1%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.