Elefante Mark B

CIK

1661535

Location

BOSTON, MA

Portfolio Value

Small $224,064,583

Diversification

Diversified

Reports for

Broderick Brian C PUZO MICHAEL J Delaney Dennis R

Filing Date

Global Rank

#6,127 / 8,798 ▼ 83 · as of Jun 2026

Top Industry

Semiconductors 19.4%

Period ended 3 months ago

Filed Aug 13, 2026 · 59d

9 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

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

Top Position

7.7%

+0.7 pts

Top 5

31.1%

+3.8 pts

Top 10

49.9%

+3.4 pts

HHI

375

Diversified+32

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$87,836,411	12
Healthcare	15.8%	$35,439,262	9
Industrials	12.6%	$28,226,169	12
Consumer Cyclical	9.6%	$21,564,993	3
Financial Services	8.5%	$18,951,212	8
Communication Services	7.1%	$15,941,556	1
Consumer Defensive	3.0%	$6,784,661	3
Energy	2.2%	$4,931,573	2
Utilities	1.6%	$3,499,124	1
Unclassified	0.3%	$611,012	2
Basic Materials	0.1%	$278,610	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+12,213	68,115	$13,629,129
SCHW	Schwab Charles Corp	+9,375	42,214	$3,895,084
NEE	Nextera Energy Inc	+8,971	39,867	$3,499,124
UBER	Uber Technologies, Inc	+6,552	45,136	$3,257,012
WCN	Waste Connections, Inc.	+6,487	12,461	$2,077,122
ABT	Abbott Laboratories	+4,378	58,434	$5,302,299
AAPL	Apple Inc.	+4,281	43,366	$12,548,384
CNI	Canadian National Railway Co	+3,735	34,693	$4,136,792
RTX	RTX Corp	+3,687	34,438	$6,533,920
CVX	Chevron Corp	+3,352	23,524	$3,899,337
XYL	Xylem Inc.	+3,282	38,337	$4,531,815
TJX	Tjx Companies Inc /De/	+3,170	49,320	$7,471,979
PG	PROCTER & GAMBLE Co	+3,080	40,143	$5,886,568
MSFT	Microsoft Corp	+2,640	21,836	$8,145,262
AXP	American Express Co	+2,568	13,298	$4,498,046
JNJ	Johnson & Johnson	+2,563	28,686	$7,285,381
AVGO	Broadcom Inc.	+2,524	5,597	$2,114,266
ADP	Automatic Data Processing Inc	+2,482	25,906	$5,801,648
AMZN	Amazon Com Inc	+2,441	35,975	$8,574,279
AMD	Advanced Micro Devices Inc	+2,235	29,694	$17,249,540
GOOGL	Alphabet Inc.	+1,822	44,618	$15,941,556
MA	Mastercard Inc	+1,613	16,300	$8,371,679
DHR	Danaher Corp /De/	+1,586	28,204	$5,372,297
ATR	Aptargroup, Inc.	+1,563	39,327	$4,923,740
V	Visa Inc.	+1,515	2,550	$874,879
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
CARR	CARRIER GLOBAL Corp	−32,727	4,350	$319,072
FISV	Fiserv Inc	−15,793	4,823	$236,567
HON	Honeywell International Inc	−2,175	2,369	$530,417
ADI	Analog Devices Inc	−1,216	25,892	$10,283,524
PEP	Pepsico Inc	−650	2,225	$301,265
APH	Amphenol Corp /De/	−410	5,533	$1,951,157
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	2,369	$523,737
AAXJ	iShares MSCI All Country Asia ex Japan ETF	500	$374,445
AFL	Aflac Inc	1,800	$211,050
GS	Goldman Sachs Group Inc	200	$202,274
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	3,596	$973,041
MKC	Mccormick & Co Inc	8,785	$443,114
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $224,064,583 total · filing declares 186 positions · $232,217,617 · as of Jun 30, 2026

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

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	Added	29,694	+2,235	$17,249,540	+208.8%	7.70%
GOOGL	Alphabet Inc. Communication Services	Added	44,618	+1,822	$15,941,556	+29.5%	7.11%
NVDA	Nvidia Corp Technology	Added	68,115	+12,213	$13,629,129	+39.8%	6.08%
AAPL	Apple Inc. Technology	Added	43,366	+4,281	$12,548,384	+26.5%	5.60%
ADI	Analog Devices Inc Technology	Reduced	25,892	-1,216	$10,283,524	+19.2%	4.59%
AMAT	Applied Materials Inc /De Technology	Added	12,473	+269	$9,017,979	+116.2%	4.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,975	+2,441	$8,574,279	+22.8%	3.83%
MA	Mastercard Inc Financial Services	Added	16,300	+1,613	$8,371,679	+14.1%	3.74%
MSFT	Microsoft Corp Technology	Added	21,836	+2,640	$8,145,262	+14.6%	3.64%
ROK	Rockwell Automation, Inc Industrials	Added	16,181	+1,511	$8,010,887	+52.2%	3.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	49,320	+3,170	$7,471,979	+1.4%	3.33%
JNJ	Johnson & Johnson Healthcare	Added	28,686	+2,563	$7,285,381	+14.1%	3.25%
RTX	RTX Corp Industrials	Added	34,438	+3,687	$6,533,920	+10.1%	2.92%
LLY	ELI LILLY & Co Healthcare	Added	4,921	+890	$5,902,394	+59.2%	2.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	40,143	+3,080	$5,886,568	+10.0%	2.63%
ADP	Automatic Data Processing Inc Technology	Added	25,906	+2,482	$5,801,648	+21.9%	2.59%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,648	+1,501	$5,518,735	+18.6%	2.46%
DHR	Danaher Corp /De/ Healthcare	Added	28,204	+1,586	$5,372,297	+6.5%	2.40%
ABT	Abbott Laboratories Healthcare	Added	58,434	+4,378	$5,302,299	−4.5%	2.37%
ATR	Aptargroup, Inc. Healthcare	Added	39,327	+1,563	$4,923,740	+3.5%	2.20%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	9,285	+1,144	$4,612,136	+26.9%	2.06%
XYL	Xylem Inc. Industrials	Added	38,337	+3,282	$4,531,815	+8.2%	2.02%
AXP	American Express Co Financial Services	Added	13,298	+2,568	$4,498,046	+38.6%	2.01%
CNI	Canadian National Railway Co Industrials	Added	34,693	+3,735	$4,136,792	+30.0%	1.85%
CVX	Chevron Corp Energy	Added	23,524	+3,352	$3,899,337	−6.6%	1.74%
SCHW	Schwab Charles Corp Financial Services	Added	42,214	+9,375	$3,895,084	+26.2%	1.74%
NEE	Nextera Energy Inc Utilities	Added	39,867	+8,971	$3,499,124	+21.9%	1.56%
UBER	Uber Technologies, Inc Technology	Added	45,136	+6,552	$3,257,012	+17.4%	1.45%
ASML	Asml Holding NV Technology	Added	1,084	+176	$2,156,551	+79.8%	0.96%
AVGO	Broadcom Inc. Technology	Added	5,597	+2,524	$2,114,266	+122.3%	0.94%
WCN	Waste Connections, Inc. Industrials	Added	12,461	+6,487	$2,077,122	+114.0%	0.93%
APH	Amphenol Corp /De/ Technology	Reduced	5,533	-410	$1,951,157	+29.9%	0.87%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,204	+516	$1,681,959	+155.2%	0.75%
ABBV	AbbVie Inc. Healthcare	Held	4,590	0	$1,155,027	+15.7%	0.52%
XOM	ExxonMobil Holdings Corp Energy	Held	7,550	0	$1,032,236	−19.4%	0.46%
V	Visa Inc. Financial Services	Added	2,550	+1,515	$874,879	+179.7%	0.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,290	+85	$645,502	+11.8%	0.29%
MRK	Merck & Co., Inc. Healthcare	Held	4,800	0	$616,800	+6.8%	0.28%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	6,891	+526	$597,104	+19.3%	0.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	638	0	$596,828	−6.1%	0.27%
HON	Honeywell International Inc Industrials	Reduced	2,369	-2,175	$530,417	−48.4%	0.24%
HONA	Honeywell Aerospace Inc. Industrials	NEW	2,369	NEW	$523,737	NEW	0.23%
UNP	Union Pacific Corp Industrials	Held	1,500	0	$408,000	+12.1%	0.18%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	NEW	500	NEW	$374,445	NEW	0.17%
DE	Deere & Co Industrials	Held	525	0	$333,023	+12.6%	0.15%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	4,350	-32,727	$319,072	−84.7%	0.14%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,225	-650	$301,265	−32.5%	0.13%
ECL	Ecolab Inc. Basic Materials	Held	1,000	0	$278,610	+4.7%	0.12%
SYK	Stryker Corp Healthcare	Held	855	0	$269,188	−4.2%	0.12%
JPM	Jpmorgan Chase & Co Financial Services	Held	772	0	$252,698	+11.3%	0.11%

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.