Dempze Nancy E

CIK

1592614

Location

BOSTON, MA

Portfolio Value

Small $191,408,899

Diversification

Diversified

Reports for

Broderick Brian C PUZO MICHAEL J SOMERVILLE KURT F Kidder Stephen W Elefante Mark B

Filing Date

Global Rank

#6,632 / 8,798 ▼ 375 · as of Jun 2026

Top Industry

Semiconductors 17.5%

Period ended 3 months ago

Filed Aug 13, 2026 · 59d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

70 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

+0.3 pts

Top 5

27.9%

+1.6 pts

Top 10

46.9%

+3.0 pts

HHI

322

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$68,065,543	13
Healthcare	17.1%	$32,655,672	12
Industrials	12.0%	$22,939,781	13
Financial Services	11.8%	$22,632,563	14
Consumer Cyclical	9.4%	$17,914,220	4
Communication Services	6.7%	$12,854,990	1
Consumer Defensive	2.8%	$5,297,960	4
Unclassified	2.0%	$3,912,114	5
Energy	1.5%	$2,955,520	2
Utilities	1.1%	$2,180,536	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+8,409	21,975	$1,928,744
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+6,315	9,917	$1,731,391
WCN	Waste Connections, Inc.	+4,471	7,811	$1,302,012
SCHW	Schwab Charles Corp	+3,804	29,447	$2,717,071
UBER	Uber Technologies, Inc	+3,515	37,429	$2,700,874
AXP	American Express Co	+2,243	12,032	$4,069,820
AVGO	Broadcom Inc.	+1,659	4,621	$1,745,579
MSFT	Microsoft Corp	+1,029	19,983	$7,454,055
CP	Canadian Pacific Kansas City Ltd/Cn	+1,029	8,495	$736,090
PG	PROCTER & GAMBLE Co	+747	28,058	$4,114,422
XYL	Xylem Inc.	+681	29,563	$3,494,639
VRTX	Vertex Pharmaceuticals Inc / Ma	+472	8,282	$4,113,915
AMAT	Applied Materials Inc /De	+454	13,062	$9,443,826
LLY	ELI LILLY & Co	+359	5,990	$7,184,584
CVX	Chevron Corp	+344	14,634	$2,425,730
MA	Mastercard Inc	+324	10,923	$5,610,051
HD	Home Depot, Inc.	+226	14,006	$4,939,634
TJX	Tjx Companies Inc /De/	+148	37,918	$5,744,576
AAPL	Apple Inc.	+85	32,682	$9,456,862
ADP	Automatic Data Processing Inc	+53	17,556	$3,931,663
AMZN	Amazon Com Inc	+35	29,052	$6,924,250
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	−11,685	4,835	$237,155
CARR	CARRIER GLOBAL Corp	−7,112	5,472	$401,370
UNH	Unitedhealth Group Inc	−4,139	3,546	$1,473,820
WD	Walker & Dunlop, Inc.	−2,300	5,000	$273,500
ATR	Aptargroup, Inc.	−2,095	23,107	$2,892,995
EXEL	Exelixis, Inc.	−2,000	16,500	$897,765
ABT	Abbott Laboratories	−1,984	42,366	$3,844,286
GPN	Global Payments Inc	−1,900	9,050	$656,668
AMD	Advanced Micro Devices Inc	−1,673	18,251	$10,602,184
DHR	Danaher Corp /De/	−1,586	19,293	$3,674,928
NVDA	Nvidia Corp	−1,531	55,597	$11,124,401
ADI	Analog Devices Inc	−1,479	22,072	$8,766,333
SGI	Somnigroup International Inc.	−1,400	3,900	$305,760
IBM	International Business Machines Corp	−1,100	4,360	$1,226,075
GOOGL	Alphabet Inc.	−873	36,020	$12,854,990
MS	Morgan Stanley	−800	7,783	$1,626,958
RTX	RTX Corp	−644	31,857	$6,044,224
WMS	Advanced Drainage Systems, Inc.	−600	2,650	$415,944
ABBV	AbbVie Inc.	−350	6,336	$1,594,389
CNI	Canadian National Railway Co	−330	17,920	$2,136,780
APH	Amphenol Corp /De/	−273	2,473	$872,078
JNJ	Johnson & Johnson	−259	21,838	$5,546,194
WAB	Westinghouse Air Brake Technologies Corp	−250	2,700	$727,920
V	Visa Inc.	−200	7,249	$2,487,059
MCO	Moodys Corp /De/	−200	1,000	$452,920
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	341	$260,230
UNP	Union Pacific Corp	760	$206,720
VCRM	Vanguard Core Tax-Exempt Bond ETF	1,994	$201,334
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,505	$340,175
PEP	Pepsico Inc	1,870	$290,391
MORN	Morningstar, Inc.	1,494	$252,560
ACES	ALPS Clean Energy ETF	3,250	$245,342
AIG	American International Group, Inc.	3,000	$225,750
SAN	Banco Santander, S.A.	10,434	$117,695
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $191,408,899 total · filing declares 303 positions · $208,993,078 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	36,020	-873	$12,854,990	+21.2%	6.72%
NVDA	Nvidia Corp Technology	Reduced	55,597	-1,531	$11,124,401	+11.7%	5.81%
AMD	Advanced Micro Devices Inc Technology	Reduced	18,251	-1,673	$10,602,184	+161.6%	5.54%
AAPL	Apple Inc. Technology	Added	32,682	+85	$9,456,862	+14.3%	4.94%
AMAT	Applied Materials Inc /De Technology	Added	13,062	+454	$9,443,826	+119.2%	4.93%
ADI	Analog Devices Inc Technology	Reduced	22,072	-1,479	$8,766,333	+17.0%	4.58%
MSFT	Microsoft Corp Technology	Added	19,983	+1,029	$7,454,055	+6.2%	3.89%
LLY	ELI LILLY & Co Healthcare	Added	5,990	+359	$7,184,584	+38.7%	3.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,052	+35	$6,924,250	+14.6%	3.62%
RTX	RTX Corp Industrials	Reduced	31,857	-644	$6,044,224	−3.6%	3.16%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	37,918	+148	$5,744,576	−4.8%	3.00%
MA	Mastercard Inc Financial Services	Added	10,923	+324	$5,610,051	+5.9%	2.93%
ROK	Rockwell Automation, Inc Industrials	Reduced	11,261	-56	$5,575,093	+37.3%	2.91%
JNJ	Johnson & Johnson Healthcare	Reduced	21,838	-259	$5,546,194	+2.7%	2.90%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,006	+226	$4,939,634	+9.0%	2.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	28,058	+747	$4,114,422	+4.3%	2.15%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	8,282	+472	$4,113,915	+18.0%	2.15%
AXP	American Express Co Financial Services	Added	12,032	+2,243	$4,069,820	+37.4%	2.13%
ADP	Automatic Data Processing Inc Technology	Added	17,556	+53	$3,931,663	+10.6%	2.05%
ABT	Abbott Laboratories Healthcare	Reduced	42,366	-1,984	$3,844,286	−15.6%	2.01%
DHR	Danaher Corp /De/ Healthcare	Reduced	19,293	-1,586	$3,674,928	−7.2%	1.92%
XYL	Xylem Inc. Industrials	Added	29,563	+681	$3,494,639	+1.3%	1.83%
ATR	Aptargroup, Inc. Healthcare	Reduced	23,107	-2,095	$2,892,995	−8.9%	1.51%
SCHW	Schwab Charles Corp Financial Services	Added	29,447	+3,804	$2,717,071	+12.7%	1.42%
UBER	Uber Technologies, Inc Technology	Added	37,429	+3,515	$2,700,874	+10.7%	1.41%
V	Visa Inc. Financial Services	Reduced	7,249	-200	$2,487,059	+10.5%	1.30%
CVX	Chevron Corp Energy	Added	14,634	+344	$2,425,730	−18.0%	1.27%
CNI	Canadian National Railway Co Industrials	Reduced	17,920	-330	$2,136,780	+13.9%	1.12%
NEE	Nextera Energy Inc Utilities	Added	21,975	+8,409	$1,928,744	+53.1%	1.01%
AVGO	Broadcom Inc. Technology	Added	4,621	+1,659	$1,745,579	+90.4%	0.91%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	9,917	+6,315	$1,731,391	—	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,228	0	$1,711,280	+11.3%	0.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,301	0	$1,651,787	+4.4%	0.86%
MS	Morgan Stanley Financial Services	Reduced	7,783	-800	$1,626,958	+15.2%	0.85%
ABBV	AbbVie Inc. Healthcare	Reduced	6,336	-350	$1,594,389	+9.6%	0.83%
VIG	Vanguard Dividend Appreciation ETF	Held	6,231	0	$1,474,379	+10.0%	0.77%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,546	-4,139	$1,473,820	−29.1%	0.77%
WCN	Waste Connections, Inc. Industrials	Added	7,811	+4,471	$1,302,012	+140.0%	0.68%
IBM	International Business Machines Corp Technology	Reduced	4,360	-1,100	$1,226,075	−7.4%	0.64%
WM	Waste Management Inc Industrials	Held	4,142	0	$923,168	−3.0%	0.48%
EXEL	Exelixis, Inc. Healthcare	Reduced	16,500	-2,000	$897,765	+13.1%	0.47%
CB	Chubb Ltd Financial Services	Reduced	2,600	-200	$885,924	−2.9%	0.46%
APH	Amphenol Corp /De/ Technology	Reduced	2,473	-273	$872,078	+25.7%	0.46%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	8,495	+1,029	$736,090	+25.3%	0.38%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	2,700	-250	$727,920	−1.3%	0.38%
MRK	Merck & Co., Inc. Healthcare	Held	5,455	0	$700,967	+6.8%	0.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	718	0	$671,666	−6.1%	0.35%
GPN	Global Payments Inc Industrials	Reduced	9,050	-1,900	$656,668	−10.9%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Held	3,875	0	$529,790	−19.4%	0.28%
TXN	Texas Instruments Inc Technology	Held	1,615	0	$481,383	+53.5%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.