13F

Investor

Notis-McConarty Edward

CIK 0001592616 · filed 2026-05-08 · SEC filing

13F book

$201.3M

Positions

72

1 new · 1 sold

Largest name

6.7%

Alphabet Inc

Est. mark

−$8.27M

Price effect on 71 names still held. Flow −$6.12M.
NameTickerSharesValueWeightEst. markChange
Alphabet Inc46.6K$13.4M6.7%−$1.18MCut−$2.04M
Nvidia CorpNVDA70.1K$12.2M6.1%−$847.8KCut−$1.56M
Apple Inc.AAPL43.2K$11M5.5%−$781.3KCut−$998.8K
RTX CorpRTX43K$8.3M4.1%$408.7KCut−$42.5K
Analog Devices IncADI25.4K$8.09M4.0%$1.19MCut$747.9K
Mastercard IncMA16.2K$8.09M4.0%−$1.15MAdded−$1.15M
Microsoft CorpMSFT21.7K$8.02M4.0%−$2.46MCut−$2.51M
Johnson & JohnsonJNJ30.6K$7.47M3.7%$1.15MCut$927K
Amazon Com IncAMZN31K$6.46M3.2%−$681.5KAdded−$516.3K
Tjx Cos Inc New39.9K$6.38M3.2%$243.1KCut$117.2K
Abbott LabsABT59.6K$6.12M3.0%−$1.35MCut−$1.46M
Automatic Data Processing In28.5K$5.78M2.9%−$1.54MCut−$1.57M
Procter And Gamble CoPG39.9K$5.77M2.9%$45.1KCut$19.3K
Rockwell Automation, IncROK15.3K$5.49M2.7%−$461.9KCut−$535.8K
Applied Matls Inc14.2K$4.86M2.4%$1.21MCut$1.18M
Aptargroup, Inc.ATR37.1K$4.67M2.3%$150.5KCut$51.7K
Danaher Corporation23.7K$4.5M2.2%−$933.3KCut−$1.01M
Schneider Elec Sa Adr81.4K$4.43M2.2%−$41.1KCut−$115.5K
Advanced Micro Devices IncAMD21.7K$4.42M2.2%−$230.3KAdded−$173.3K
Exxon Mobil Corp23.8K$4.03M2.0%$1.17MCut$1.17M
Xylem Inc.XYL32.2K$3.85M1.9%−$528.4KAdded−$461.5K
Eli Lilly & CoLLY4.06K$3.74M1.9%−$536.6KAdded$13.4K
Vertex Pharmaceuticals Inc7.88K$3.52M1.7%−$53.6KAdded−$39.7K
Home Depot, Inc.HD10.2K$3.37M1.7%−$155.1KAdded−$138K
AbbVie Inc.ABBV14.9K$3.25M1.6%−$164.3KCut−$221.4K
Canadian Natl Ry Co28K$2.87M1.4%$109.6KCut−$237.3K
Schwab Charles Corp30.2K$2.84M1.4%−$157.4KAdded$184.7K
Jpmorgan Chase & Co.9.63K$2.83M1.4%−$270.2KCut−$299.2K
American Express CoAXP8.78K$2.66M1.3%−$536KAdded−$283.4K
Uber Technologies, IncUBER36.3K$2.61M1.3%−$287.5KAdded$209.9K
Chevron Corp NewCVX12.5K$2.59M1.3%$680.1KAdded$691.5K
Broadcom Inc.AVGO6.45K$2M1.0%−$199KAdded$115.1K
Nextera Energy Inc18.1K$1.69M0.8%$150.2KAdded$728.3K
Lowes Cos Inc6.14K$1.45M0.7%−$30KHeld
Amgen IncAMGN3.99K$1.4M0.7%$97.8KHeld
Merck & Co., Inc.MRK10.2K$1.22M0.6%$152.6KHeld
CARRIER GLOBAL CorpCARR21.1K$1.19M0.6%$73.3KCut−$1.18M
Costco Whsl Corp New1.14K$1.14M0.6%$153.3KHeld
Oracle Corp7.2K$1.06M0.5%−$344.2KHeld
Stryker CorpSYK3.11K$1.02M0.5%−$71.1KHeld
Emerson Elec Co7.34K$961.3K0.5%−$12.5KHeld
Trane Technologies PlcTT2.3K$958.5K0.5%$63.3KCut−$14.5K
Unitedhealth Group IncUNH3.15K$853.2K0.4%−$187.7KCut−$2.05M
Mccormick & Co Inc16.6K$838.6K0.4%−$293.8KCut−$962.3K
Canadian Pacific Kansas City10.4K$819.2K0.4%$35KAdded$306.4K
Gilead Sciences, Inc.GILD5.1K$710.8K0.4%$84.8KHeld
Cisco Sys Inc9.13K$708.2K0.4%$5.11KHeld
Fiserv IncFISV12K$667.6K0.3%−$136KCut−$1.68M
Union Pac Corp2.67K$647.8K0.3%$30.2KHeld
Ecolab Inc.ECL2.43K$646.4K0.3%$8.51KHeld
Ishares Tr1.6K$570.5K0.3%−$27KHeld
Waste Connections, Inc.WCN3.51K$569.8K0.3%New
Nestle Sa Adr5.7K$564.9K0.3%$1.82KHeld
Ingersoll Rand Inc.IR5.9K$472.7K0.2%$5.31KCut−$16.6K
Waste Mgmt Inc Del1.99K$457.3K0.2%$20.1KHeld
Church & Dwight Co Inc4.86K$453.6K0.2%$46KHeld
Eog Res Inc2.85K$412K0.2%$112.7KHeld
Walmart Inc.WMT3.03K$376.6K0.2%$39KHeld
Intel CorpINTC8.2K$361.9K0.2%$59.3KCut−$14.5K
Texas Instrs Inc1.69K$328.1K0.2%$34.9KHeld
Oneok Inc /New/OKE3.53K$318.9K0.2%$59.6KHeld
Accenture Plc Ireland1.54K$305.6K0.2%−$107.9KHeld
Fidelity Puritan11.6K$298.5K0.1%−$3.83KHeld
Berkshire Hathaway Inc Del600$287.5K0.1%−$14.1KCut−$16.1K
Spdr S&P 500 Etf Tr419$272.5K0.1%−$12.8KAdded−$3K
Honeywell Intl Inc1.11K$252K0.1%$34.5KCut$32.5K
Allegion plcALLE1.7K$247K0.1%−$23.7KHeld
Investment Managers Ser Tr9.75K$239.6K0.1%−$3.02KHeld
Mcdonalds CorpMCD755$234.6K0.1%$3.9KCut−$2.22K
International Business Machs925$224.2K0.1%−$49.8KCut−$86.8K
Fidelity Balanced6.9K$217.9K0.1%−$3.87KHeld
International Paper Co6K$214.2K0.1%−$22.1KHeld

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.