Elefante Mark B

CIK

1661535

Location

BOSTON, MA

Portfolio Value

Small $174,630,164

Diversification

Diversified

Filing Date

Global Rank

#4,178 / 8,232 ▲ 477

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

-8.1%

Period ended 2 months ago

Filed May 15, 2026 · 29d

8 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.2%

SPY

+76.5%

Annualised alpha

-8.1%

Max drawdown

−17.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.7 pts

Top 5

27.3%

−1.3 pts

Top 10

46.6%

−1.5 pts

HHI

344

Diversified−14

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$56,250,770	12
Healthcare	18.3%	$31,913,746	10
Industrials	13.8%	$24,021,340	11
Consumer Cyclical	10.9%	$19,007,082	3
Financial Services	8.5%	$14,787,667	6
Communication Services	6.9%	$12,030,358	1
Consumer Defensive	3.9%	$6,878,671	4
Energy	3.1%	$5,454,519	2
Utilities	1.6%	$2,869,619	1
Unclassified	0.7%	$1,150,372	1
Basic Materials	0.2%	$266,020	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+13,359	38,584	$2,775,346
SCHW	Schwab Charles Corp	+12,654	32,839	$3,086,208
NEE	Nextera Energy Inc	+11,200	30,896	$2,869,619
ABT	Abbott Laboratories	+8,403	54,056	$5,549,927
NVDA	Nvidia Corp	+6,857	55,902	$9,749,308
TJX	Tjx Companies Inc /De/	+6,317	46,150	$7,370,153
XYL	Xylem Inc.	+6,071	35,055	$4,189,072
ATR	Aptargroup, Inc.	+5,723	37,764	$4,759,018
PG	PROCTER & GAMBLE Co	+5,463	37,063	$5,353,379
AAPL	Apple Inc.	+5,435	39,085	$9,919,381
AMZN	Amazon Com Inc	+5,032	33,534	$6,984,124
DHR	Danaher Corp /De/	+4,173	26,618	$5,046,772
AXP	American Express Co	+4,088	10,730	$3,245,609
CNI	Canadian National Railway Co	+3,905	30,958	$3,181,553
GOOGL	Alphabet Inc.	+3,899	41,836	$12,030,358
JNJ	Johnson & Johnson	+3,665	26,123	$6,385,505
ADP	Automatic Data Processing Inc	+3,516	23,424	$4,759,287
MSFT	Microsoft Corp	+3,087	19,196	$7,105,782
AMAT	Applied Materials Inc /De	+2,706	12,204	$4,171,203
MA	Mastercard Inc	+2,403	14,687	$7,338,505
AVGO	Broadcom Inc.	+2,353	3,073	$951,122
ADI	Analog Devices Inc	+2,242	27,108	$8,624,136
HD	Home Depot, Inc.	+2,196	14,147	$4,652,805
RTX	RTX Corp	+2,151	30,751	$5,931,867
ROK	Rockwell Automation, Inc	+1,950	14,670	$5,264,768
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
MKC	Mccormick & Co Inc	−16,755	8,785	$443,114
CARR	CARRIER GLOBAL Corp	−3,603	37,077	$2,087,804
UNH	Unitedhealth Group Inc	−3,401	3,596	$973,041
FISV	Fiserv Inc	−2,145	20,616	$1,150,372
CVX	Chevron Corp	−1,183	20,172	$4,173,586
V	Visa Inc.	−800	1,035	$312,818
XOM	Exxon Mobil Corp	−300	7,550	$1,280,933
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
WCN	Waste Connections, Inc.	5,974	$970,415
DE	Deere & Co	525	$295,732
DOV	DOVER Corp	1,000	$208,450
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	5,370	$273,224
RELX	Relx PLC	5,860	$236,861
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $174,630,164 total · as of Mar 31, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	41,836	+3,899	$12,030,358	+1.3%	6.89%
AAPL	Apple Inc. Technology	Added	39,085	+5,435	$9,919,381	+8.4%	5.68%
NVDA	Nvidia Corp Technology	Added	55,902	+6,857	$9,749,308	+6.6%	5.58%
ADI	Analog Devices Inc Technology	Added	27,108	+2,242	$8,624,136	+27.9%	4.94%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	46,150	+6,317	$7,370,153	+20.5%	4.22%
MA	Mastercard Inc Financial Services	Added	14,687	+2,403	$7,338,505	+4.6%	4.20%
MSFT	Microsoft Corp Technology	Added	19,196	+3,087	$7,105,782	−8.8%	4.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,534	+5,032	$6,984,124	+6.2%	4.00%
JNJ	Johnson & Johnson Healthcare	Added	26,123	+3,665	$6,385,505	+37.4%	3.66%
RTX	RTX Corp Industrials	Added	30,751	+2,151	$5,931,867	+13.1%	3.40%
AMD	Advanced Micro Devices Inc Technology	Added	27,459	+1,544	$5,585,982	+0.6%	3.20%
ABT	Abbott Laboratories Healthcare	Added	54,056	+8,403	$5,549,927	−3.0%	3.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	37,063	+5,463	$5,353,379	+18.2%	3.07%
ROK	Rockwell Automation, Inc Industrials	Added	14,670	+1,950	$5,264,768	+6.4%	3.01%
DHR	Danaher Corp /De/ Healthcare	Added	26,618	+4,173	$5,046,772	−1.8%	2.89%
ADP	Automatic Data Processing Inc Technology	Added	23,424	+3,516	$4,759,287	−7.1%	2.73%
ATR	Aptargroup, Inc. Healthcare	Added	37,764	+5,723	$4,759,018	+21.8%	2.73%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,147	+2,196	$4,652,805	+13.1%	2.66%
XYL	Xylem Inc. Industrials	Added	35,055	+6,071	$4,189,072	+6.1%	2.40%
CVX	Chevron Corp Energy	Reduced	20,172	-1,183	$4,173,586	+28.2%	2.39%
AMAT	Applied Materials Inc /De Technology	Added	12,204	+2,706	$4,171,203	+70.9%	2.39%
LLY	ELI LILLY & Co Healthcare	Added	4,031	+1,133	$3,707,591	+19.0%	2.12%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	8,141	+1,126	$3,635,280	+14.3%	2.08%
AXP	American Express Co Financial Services	Added	10,730	+4,088	$3,245,609	+32.1%	1.86%
CNI	Canadian National Railway Co Industrials	Added	30,958	+3,905	$3,181,553	+19.0%	1.82%
SCHW	Schwab Charles Corp Financial Services	Added	32,839	+12,654	$3,086,208	+53.0%	1.77%
NEE	Nextera Energy Inc Utilities	Added	30,896	+11,200	$2,869,619	+81.5%	1.64%
UBER	Uber Technologies, Inc Technology	Added	38,584	+13,359	$2,775,346	+34.7%	1.59%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	37,077	-3,603	$2,087,804	−2.9%	1.20%
XOM	Exxon Mobil Corp Energy	Reduced	7,550	-300	$1,280,933	+35.6%	0.73%
ASML	Asml Holding NV Technology	Added	908	+395	$1,199,313	+118.5%	0.69%
FISV	Fiserv Inc	Reduced	20,616	-2,145	$1,150,372	−24.8%	0.66%
HON	Honeywell International Inc Industrials	Added	4,544	+977	$1,027,079	+47.6%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	4,590	+250	$998,278	+0.7%	0.57%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,596	-3,401	$973,041	−57.9%	0.56%
WCN	Waste Connections, Inc. Industrials	NEW	5,974	NEW	$970,415	NEW	0.56%
AVGO	Broadcom Inc. Technology	Added	3,073	+2,353	$951,122	+281.7%	0.54%
APH	Amphenol Corp /De/ Technology	Held	5,943	0	$750,898	−6.5%	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,688	+781	$659,012	+55.0%	0.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	638	0	$635,720	+15.5%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,205	+148	$577,436	+8.7%	0.33%
MRK	Merck & Co., Inc. Healthcare	Held	4,800	0	$577,391	+14.3%	0.33%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	6,365	+30	$500,670	+7.3%	0.29%
PEP	Pepsico Inc Consumer Defensive	Held	2,875	0	$446,458	+8.2%	0.26%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	8,785	-16,755	$443,114	−74.5%	0.25%
UNP	Union Pacific Corp Industrials	Held	1,500	0	$363,930	+4.9%	0.21%
V	Visa Inc. Financial Services	Reduced	1,035	-800	$312,818	−51.4%	0.18%
DE	Deere & Co Industrials	NEW	525	NEW	$295,732	NEW	0.17%
SYK	Stryker Corp Healthcare	Held	855	0	$280,943	−6.5%	0.16%
ECL	Ecolab Inc. Basic Materials	Held	1,000	0	$266,020	+1.3%	0.15%