Elefante Mark B

CIK

1661535

Location

BOSTON, MA

Portfolio Value

Micro $266,020

Diversification

Diversified

Filing Date

Global Rank

#4,178 / 8,232 ▲ 477

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

-8.0%

Period ended 2 months ago

Filed May 15, 2026 · 30d

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

+43.4%

SPY

+76.3%

Annualised alpha

-8.0%

Max drawdown

−17.3%

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

1 positions · $266,020 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
ECL	Ecolab Inc. Basic Materials	Held	1,000	0	$266,020	+1.3%	100.00%