Elefante Mark B
Net buyer this quarter
$232M
54
+$17.3M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMD | $17.2M | 7.43% | 0.00% | +8.1% | Q4 2024 |
 GOOGL | $15.6M | 6.73% | 0.00% | +4.5% | Q4 2015 |
 NVDA | $13.6M | 5.87% | 0.00% | +21.9% | Q2 2020 |
 AAPL | $12.5M | 5.40% | 0.00% | +11.0% | Q4 2015 |
 ADI | $10.3M | 4.43% | 0.01% | -4.5% | Q1 2017 |
 AMAT | $9.02M | 3.88% | 0.00% | +2.2% | Q2 2025 |
 AMZN | $8.57M | 3.69% | 0.00% | +7.3% | Q3 2018 |
 MA | $8.37M | 3.61% | 0.00% | +11.0% | Q4 2015 |
 MSFT | $8.15M | 3.51% | 0.00% | +13.8% | Q1 2019 |
 ROK | $8.01M | 3.45% | 0.01% | +10.3% | Q4 2015 |
 TJX | $7.47M | 3.22% | 0.00% | +6.9% | Q2 2020 |
 JNJ | $7.29M | 3.14% | 0.00% | +9.8% | Q4 2015 |
 RTX | $6.53M | 2.81% | 0.00% | +12.0% | Q2 2020 |
 LLY | $5.9M | 2.54% | 0.00% | +22.1% | Q1 2025 |
 PG | $5.89M | 2.53% | 0.00% | +8.3% | Q4 2015 |
 ADP | $5.8M | 2.50% | 0.01% | +10.6% | Q4 2015 |
 HD | $5.52M | 2.38% | 0.00% | +10.6% | Q3 2017 |
 DHR | $5.37M | 2.31% | 0.00% | +6.0% | Q4 2016 |
 ABT | $5.3M | 2.28% | 0.00% | +8.1% | Q4 2015 |
 ATR | $4.92M | 2.12% | 0.06% | +4.1% | Q4 2015 |
 VRTX | $4.61M | 1.99% | 0.00% | +14.1% | Q4 2024 |
 XYL | $4.53M | 1.95% | 0.02% | +9.4% | Q1 2017 |
 AXP | $4.5M | 1.94% | 0.00% | +23.9% | Q1 2025 |
 CNI | $4.14M | 1.78% | 0.01% | +12.1% | Q4 2016 |
 CVX | $3.9M | 1.68% | 0.00% | +16.6% | Q1 2019 |
 SCHW | $3.9M | 1.68% | 0.00% | +28.6% | Q2 2025 |
 NEE | $3.5M | 1.51% | 0.00% | +29.0% | Q4 2017 |
 UBER | $3.26M | 1.40% | 0.00% | +17.0% | Q1 2025 |
 ASML | $2.13M | 0.92% | 0.00% | +19.4% | Q3 2025 |
 AVGO | $2.11M | 0.91% | 0.00% | +82.1% | Q4 2025 |
 WCN | $2.08M | 0.89% | 0.00% | +108.6% | Q1 2026 |
 CRWD | $1.68M | 0.72% | 0.00% | +30.6% | Q2 2025 |
 ABBV | $1.16M | 0.50% | 0.00% | Not reported | Q4 2024 |
 XOM | $1.03M | 0.44% | 0.00% | Not reported | Q1 2016 |
 APH | $976K | 0.42% | 0.00% | -6.9% | Q4 2024 |
 V | $875K | 0.38% | 0.00% | +146.4% | Q1 2025 |
 BRK.B | $646K | 0.28% | Not reported | +7.1% | Q3 2019 |
 MRK | $617K | 0.27% | 0.00% | Not reported | Q4 2024 |
 CP | $597K | 0.26% | 0.00% | +8.3% | Q1 2025 |
 COST | $597K | 0.26% | 0.00% | Not reported | Q4 2017 |
 HON | $530K | 0.23% | 0.00% | +4.3% | Q4 2017 |
 HONA | $524K | 0.23% | Not reported | +4.3% | Q2 2026 |
 UNP | $408K | 0.18% | 0.00% | Not reported | Q4 2024 |
 DE | $333K | 0.14% | 0.00% | Not reported | Q2 2025 |
 CARR | $319K | 0.14% | 0.00% | -88.3% | Q4 2024 |
| GOOG | $313K | 0.13% | Not reported | -7.8% | Q4 2017 |
 PEP | $301K | 0.13% | 0.00% | -22.6% | Q1 2016 |
 ECL | $279K | 0.12% | 0.00% | Not reported | Q4 2024 |
 SYK | $269K | 0.12% | 0.00% | Not reported | Q1 2018 |
 JPM | $253K | 0.11% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| GOOGL | $12M | 6.62% | 0.00% | +10.3% | Q4 2015 |
| AAPL | $9.92M | 5.46% | 0.00% | +16.2% | Q4 2015 |
| NVDA | $9.75M | 5.36% | 0.00% | +14.0% | Q2 2020 |
| ADI | $8.62M | 4.74% | 0.01% | +9.0% | Q1 2017 |
| TJX | $7.37M | 4.05% | 0.00% | +15.9% | Q2 2020 |
| MA | $7.34M | 4.04% | 0.00% | +19.6% | Q4 2015 |
| MSFT | $7.11M | 3.91% | 0.00% | +19.2% | Q1 2019 |
| AMZN | $6.98M | 3.84% | 0.00% | +17.7% | Q3 2018 |
| JNJ | $6.39M | 3.51% | 0.00% | +16.3% | Q4 2015 |
| RTX | $5.93M | 3.26% | 0.00% | +7.5% | Q2 2020 |
| AMD | $5.59M | 3.07% | 0.00% | +6.0% | Q4 2024 |
| ABT | $5.55M | 3.05% | 0.00% | +18.4% | Q4 2015 |
| PG | $5.35M | 2.94% | 0.00% | +17.3% | Q4 2015 |
| ROK | $5.26M | 2.90% | 0.01% | +15.3% | Q4 2015 |
| DHR | $5.05M | 2.78% | 0.00% | +18.6% | Q4 2016 |
| ADP | $4.76M | 2.62% | 0.01% | +17.7% | Q4 2015 |
| ATR | $4.76M | 2.62% | 0.06% | +17.9% | Q4 2015 |
| HD | $4.65M | 2.56% | 0.00% | +18.4% | Q3 2017 |
| XYL | $4.19M | 2.30% | 0.01% | +21.0% | Q1 2017 |
| CVX | $4.17M | 2.30% | 0.00% | -5.5% | Q1 2019 |
| AMAT | $4.17M | 2.29% | 0.00% | +28.5% | Q2 2025 |
| LLY | $3.71M | 2.04% | 0.00% | +39.1% | Q1 2025 |
| VRTX | $3.64M | 2.00% | 0.00% | +16.1% | Q4 2024 |
| AXP | $3.25M | 1.79% | 0.00% | +61.6% | Q1 2025 |
| CNI | $3.18M | 1.75% | 0.01% | +14.4% | Q4 2016 |
| SCHW | $3.09M | 1.70% | 0.00% | +62.7% | Q2 2025 |
| NEE | $2.87M | 1.58% | 0.00% | +56.9% | Q4 2017 |
| UBER | $2.78M | 1.53% | 0.00% | +53.0% | Q1 2025 |
| CARR | $2.09M | 1.15% | 0.00% | -8.9% | Q4 2024 |
| XOM | $1.28M | 0.70% | 0.00% | -3.8% | Q1 2016 |
| ASML | $1.2M | 0.66% | 0.00% | +77.0% | Q3 2025 |
 FISV | $1.15M | 0.63% | 0.00% | -9.4% | Q4 2015 |
| HON | $1.03M | 0.56% | 0.00% | +27.4% | Q4 2017 |
| ABBV | $998K | 0.55% | 0.00% | +5.8% | Q4 2024 |
 UNH | $973K | 0.54% | 0.00% | -48.6% | Q4 2019 |
| WCN | $970K | 0.53% | 0.00% | New | Q1 2026 |
| AVGO | $951K | 0.52% | 0.00% | +326.8% | Q4 2025 |
| APH | $751K | 0.41% | 0.00% | Not reported | Q4 2024 |
| CRWD | $659K | 0.36% | 0.00% | +86.1% | Q2 2025 |
| COST | $636K | 0.35% | 0.00% | Not reported | Q4 2017 |
| BRK.B | $577K | 0.32% | Not reported | +14.0% | Q3 2019 |
| MRK | $577K | 0.32% | 0.00% | Not reported | Q4 2024 |
| CP | $501K | 0.28% | 0.00% | +0.5% | Q1 2025 |
| PEP | $446K | 0.25% | 0.00% | Not reported | Q1 2016 |
 MKC | $443K | 0.24% | Not reported | -65.6% | Q4 2024 |
| UNP | $364K | 0.20% | 0.00% | Not reported | Q4 2024 |
| V | $313K | 0.17% | 0.00% | -43.6% | Q1 2025 |
| DE | $296K | 0.16% | 0.00% | Not reported | Q2 2025 |
| SYK | $281K | 0.15% | 0.00% | Not reported | Q1 2018 |
| GOOG | $275K | 0.15% | Not reported | -19.0% | Q4 2017 |
| Q4 2025 | |||||
| GOOGL | $11.9M | 7.28% | 0.00% | -1.9% | Q4 2015 |
| AAPL | $9.15M | 5.61% | 0.00% | +0.1% | Q4 2015 |
| NVDA | $9.15M | 5.60% | 0.00% | 0.0% | Q2 2020 |
| MSFT | $7.79M | 4.77% | 0.00% | +5.3% | Q1 2019 |
| MA | $7.01M | 4.30% | 0.00% | +0.4% | Q4 2015 |
| ADI | $6.74M | 4.13% | 0.01% | +3.5% | Q1 2017 |
| AMZN | $6.58M | 4.03% | 0.00% | +3.7% | Q3 2018 |
| TJX | $6.12M | 3.75% | 0.00% | +3.1% | Q2 2020 |
| ABT | $5.72M | 3.50% | 0.00% | +4.6% | Q4 2015 |
| AMD | $5.55M | 3.40% | 0.00% | -6.3% | Q4 2024 |
| RTX | $5.25M | 3.21% | 0.00% | -0.5% | Q2 2020 |
| DHR | $5.14M | 3.15% | 0.00% | +4.3% | Q4 2016 |
| ADP | $5.12M | 3.14% | 0.00% | +4.8% | Q4 2015 |
| ROK | $4.95M | 3.03% | 0.01% | +2.7% | Q4 2015 |
| JNJ | $4.65M | 2.85% | 0.00% | +4.6% | Q4 2015 |
| PG | $4.53M | 2.77% | 0.00% | +6.0% | Q4 2015 |
| HD | $4.11M | 2.52% | 0.00% | +3.2% | Q3 2017 |
| XYL | $3.95M | 2.42% | 0.01% | +3.2% | Q1 2017 |
| ATR | $3.91M | 2.39% | 0.05% | +4.5% | Q4 2015 |
| CVX | $3.25M | 1.99% | 0.00% | +7.1% | Q1 2019 |
| VRTX | $3.18M | 1.95% | 0.00% | +5.3% | Q4 2024 |
| LLY | $3.11M | 1.91% | 0.00% | +33.4% | Q1 2025 |
| CNI | $2.67M | 1.64% | 0.00% | -2.1% | Q4 2016 |
| AXP | $2.46M | 1.51% | 0.00% | +47.3% | Q1 2025 |
| AMAT | $2.44M | 1.50% | 0.00% | +58.9% | Q2 2025 |
| UNH | $2.31M | 1.42% | 0.00% | -20.0% | Q4 2019 |
| CARR | $2.15M | 1.32% | 0.00% | -20.3% | Q4 2024 |
| UBER | $2.06M | 1.26% | 0.00% | +44.6% | Q1 2025 |
| SCHW | $2.02M | 1.24% | 0.00% | +56.2% | Q2 2025 |
| MKC | $1.74M | 1.07% | Not reported | -26.2% | Q4 2024 |
| NEE | $1.58M | 0.97% | 0.00% | -0.4% | Q4 2017 |
| FISV | $1.53M | 0.94% | 0.00% | -26.7% | Q4 2015 |
| ABBV | $992K | 0.61% | 0.00% | +24.4% | Q4 2024 |
| XOM | $945K | 0.58% | 0.00% | +18.1% | Q1 2016 |
| APH | $803K | 0.49% | 0.00% | -11.5% | Q4 2024 |
| HON | $696K | 0.43% | 0.00% | +0.2% | Q4 2017 |
| V | $644K | 0.39% | 0.00% | Not reported | Q1 2025 |
| COST | $550K | 0.34% | 0.00% | Not reported | Q4 2017 |
| ASML | $549K | 0.34% | 0.00% | +4.1% | Q3 2025 |
| BRK.B | $531K | 0.33% | Not reported | +60.2% | Q3 2019 |
| MRK | $505K | 0.31% | 0.00% | Not reported | Q4 2024 |
| CP | $466K | 0.29% | 0.00% | -16.5% | Q1 2025 |
| CRWD | $425K | 0.26% | 0.00% | +10.5% | Q2 2025 |
| PEP | $413K | 0.25% | 0.00% | -1.5% | Q1 2016 |
| GOOG | $372K | 0.23% | Not reported | -15.4% | Q4 2017 |
| UNP | $347K | 0.21% | 0.00% | Not reported | Q4 2024 |
| SYK | $301K | 0.18% | 0.00% | Not reported | Q1 2018 |
 NVO | $273K | 0.17% | Not reported | -63.9% | Q4 2024 |
| ECL | $263K | 0.16% | 0.00% | Not reported | Q4 2024 |
| AVGO | $249K | 0.15% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| GOOGL | $9.4M | 6.01% | 0.00% | +11.5% | Q4 2015 |
| NVDA | $9.15M | 5.86% | 0.00% | +2.0% | Q2 2020 |
| AAPL | $8.56M | 5.48% | 0.00% | +11.0% | Q4 2015 |
| MSFT | $7.92M | 5.07% | 0.00% | +13.4% | Q1 2019 |
| MA | $6.96M | 4.45% | 0.00% | +9.1% | Q4 2015 |
| AMZN | $6.04M | 3.86% | 0.00% | +13.7% | Q3 2018 |
| ADI | $5.9M | 3.78% | 0.00% | +10.9% | Q1 2017 |
| ABT | $5.85M | 3.74% | 0.00% | +12.7% | Q4 2015 |
| TJX | $5.59M | 3.57% | 0.00% | +14.5% | Q2 2020 |
| ADP | $5.58M | 3.57% | 0.00% | +10.3% | Q4 2015 |
| RTX | $4.81M | 3.08% | 0.00% | +1.1% | Q2 2020 |
| HD | $4.69M | 3.00% | 0.00% | +15.1% | Q3 2017 |
| PG | $4.58M | 2.93% | 0.00% | +11.8% | Q4 2015 |
| AMD | $4.47M | 2.86% | 0.00% | +5.2% | Q4 2024 |
| ROK | $4.33M | 2.77% | 0.01% | +6.8% | Q4 2015 |
| DHR | $4.27M | 2.73% | 0.00% | +12.7% | Q4 2016 |
| XYL | $4.14M | 2.65% | 0.01% | +14.5% | Q1 2017 |
| ATR | $4.1M | 2.62% | 0.05% | +13.7% | Q4 2015 |
| FISV | $4M | 2.56% | 0.01% | +13.9% | Q4 2015 |
| JNJ | $3.98M | 2.55% | 0.00% | +4.6% | Q4 2015 |
| CVX | $3.1M | 1.98% | 0.00% | +1.1% | Q1 2019 |
| CARR | $3.05M | 1.95% | 0.01% | +15.6% | Q4 2024 |
| UNH | $3.02M | 1.93% | 0.00% | +35.9% | Q4 2019 |
| VRTX | $2.61M | 1.67% | 0.00% | +14.3% | Q4 2024 |
| CNI | $2.61M | 1.67% | 0.00% | +2.5% | Q4 2016 |
| MKC | $2.32M | 1.48% | Not reported | +16.0% | Q4 2024 |
| UBER | $1.71M | 1.09% | 0.00% | +37.4% | Q1 2025 |
| LLY | $1.66M | 1.06% | 0.00% | +64.9% | Q1 2025 |
| AXP | $1.5M | 0.96% | 0.00% | +72.8% | Q1 2025 |
| NEE | $1.49M | 0.96% | 0.00% | +34.1% | Q4 2017 |
 CRM | $1.47M | 0.94% | 0.00% | +40.9% | Q4 2024 |
| SCHW | $1.23M | 0.79% | 0.00% | +86.2% | Q2 2025 |
| AMAT | $1.22M | 0.78% | 0.00% | +195.2% | Q2 2025 |
| APH | $831K | 0.53% | 0.00% | -2.2% | Q4 2024 |
| NVO | $825K | 0.53% | Not reported | -10.1% | Q4 2024 |
| ABBV | $808K | 0.52% | 0.00% | Not reported | Q4 2024 |
| XOM | $750K | 0.48% | 0.00% | Not reported | Q1 2016 |
| HON | $749K | 0.48% | 0.00% | +70.8% | Q4 2017 |
| V | $626K | 0.40% | 0.00% | -7.1% | Q1 2025 |
| COST | $591K | 0.38% | 0.00% | -1.5% | Q4 2017 |
| CP | $565K | 0.36% | 0.00% | +16.3% | Q1 2025 |
| ASML | $479K | 0.31% | 0.00% | New | Q3 2025 |
| PEP | $410K | 0.26% | 0.00% | -15.5% | Q1 2016 |
| MRK | $403K | 0.26% | 0.00% | -3.9% | Q4 2024 |
| CRWD | $403K | 0.26% | 0.00% | +67.2% | Q2 2025 |
| UNP | $355K | 0.23% | 0.00% | Not reported | Q4 2024 |
| GOOG | $341K | 0.22% | Not reported | Not reported | Q4 2017 |
| BRK.B | $332K | 0.21% | Not reported | +11.5% | Q3 2019 |
| SYK | $316K | 0.20% | 0.00% | -3.9% | Q1 2018 |
| ECL | $274K | 0.18% | 0.00% | Not reported | Q4 2024 |