Elefante Mark B

SEC CIK
0001661535

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 12, 2026.SEC

Positions
60
+2 vs. Q1 2026
Total value
$232.22M
+$50.4M (+27.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Elefante Mark B holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMDADVANCED MICRO DEVICES INC COMStock29,694$17.25M7.43%+2,235+8.1%AddedView
GOOGLALPHABET INC CAP STK CL AStock43,733$15.63M6.73%+1,897+4.5%AddedView
NVDANVIDIA CORPORATION COMStock68,115$13.63M5.87%+12,213+21.8%AddedView
AAPLAPPLE INC COMStock43,366$12.55M5.40%+4,281+11.0%AddedView
ADIANALOG DEVICES INC COMStock25,892$10.28M4.43%−1,216−4.5%ReducedView
AMATAPPLIED MATLS INC COMStock12,473$9.02M3.88%+269+2.2%AddedView
AMZNAMAZON COM INC COMStock35,975$8.57M3.69%+2,441+7.3%AddedView
MAMASTERCARD INCORPORATED CL AStock16,300$8.37M3.61%+1,613+11.0%AddedView
MSFTMICROSOFT CORP COMStock21,836$8.15M3.51%+2,640+13.8%AddedView
ROKROCKWELL AUTOMATION INC COMStock16,181$8.01M3.45%+1,511+10.3%AddedView
TJXTJX COS INC NEW COMStock49,320$7.47M3.22%+3,170+6.9%AddedView
JNJJOHNSON & JOHNSON COMStock28,686$7.29M3.14%+2,563+9.8%AddedView
RTXRTX CORPORATION COMStock34,438$6.53M2.81%+3,687+12.0%AddedView
SCHNEIDER ELECTRIC SE80687P106COM96,539$6.29M2.71%+8,800+10.0%Added–
LLYELI LILLY & CO COMStock4,921$5.9M2.54%+890+22.1%AddedView
PGPROCTER & GAMBLE CO COMStock40,143$5.89M2.53%+3,080+8.3%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock25,906$5.8M2.50%+2,482+10.6%AddedView
HDHOME DEPOT INC COMStock15,648$5.52M2.38%+1,501+10.6%AddedView
DHRDANAHER CORP DEL COMStock28,204$5.37M2.31%+1,586+6.0%AddedView
ABTABBOTT LABORATORIES COMStock58,434$5.3M2.28%+4,378+8.1%AddedView
ATRAPTARGROUP INC COMStock39,327$4.92M2.12%+1,563+4.1%AddedView
VRTXVERTEX PHARMACEUTICALS INC COMStock9,285$4.61M1.99%+1,144+14.1%AddedView
XYLXYLEM INCCOM38,337$4.53M1.95%+3,282+9.4%AddedView
AXPAMERICAN EXPRESS CO COMStock13,298$4.5M1.94%+2,568+23.9%AddedView
CNICANADIAN NATL RY CO COMStock34,693$4.14M1.78%+3,735+12.1%AddedView
CVXCHEVRON CORPORATION COMStock23,524$3.9M1.68%+3,352+16.6%AddedView
SCHWCHARLES SCHWAB CORP (THE) COMStock42,214$3.9M1.68%+9,375+28.5%AddedView
NEENEXTERA ENERGY INC COMStock39,867$3.5M1.51%+8,971+29.0%AddedView
UBERUBER TECHNOLOGIES INC COMStock45,136$3.26M1.40%+6,552+17.0%AddedView
ASMLASML HLDG NV N Y REGISTRY SHSADR1,084$2.13M0.92%+176+19.4%AddedView
AVGOBROADCOM INC COMStock5,597$2.11M0.91%+2,524+82.1%AddedView
WCNWASTE CONNECTIONS INCCOM12,461$2.08M0.89%+6,487+108.6%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock2,204$1.68M0.72%+516+30.6%AddedView
ABBVABBVIE INC COMStock4,590$1.16M0.50%00.0%UnchangedView
XOMEXXON MOBIL CORPCOM7,550$1.03M0.44%00.0%UnchangedView
APHAMPHENOL CORP NEWCL A5,533$975.58K0.42%−410−6.9%ReducedView
VVISA INC COM CL AStock2,550$874.88K0.38%+1,515+146.4%AddedView
ADVISORS INNER CIRCLE FD III00771X419GQG PRTN INSTL45,246$838.41K0.36%+5,100+12.7%Added–
AMG RIVER ROAD SMALL-MID CAP V00171A878Equity Mutual Fu78,815$832.29K0.36%+10,522+15.4%Added–
NESTLE SA ADR641069406COM8,030$824.6K0.36%+2,650+49.3%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1,290$645.5K0.28%+85+7.1%AddedView
MRKMERCK & CO INC COMStock4,800$616.8K0.27%00.0%UnchangedView
CPCANADIAN PACIFIC KANSAS CITYCOM6,891$597.11K0.26%+526+8.3%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock638$596.83K0.26%00.0%UnchangedView
HONHONEYWELL INTL INC COMStock2,369$530.42K0.23%+2,369NewView
HONAHONEYWELL AEROSPACE INCCOM2,369$523.74K0.23%+2,369NewView
UNPUNION PAC CORP COMStock1,500$408K0.18%00.0%UnchangedView
ISHARES CORE S&P 500 ETF464287200ETF500$374.45K0.16%+500New–
NOVOZYMES A S DKK 2.0B798FW902COM5,900$371.26K0.16%+2,500+73.5%Added–
DEDEERE & CO COMStock525$333.02K0.14%00.0%UnchangedView
CARRCARRIER GLOBAL CORPORATION COMStock4,350$319.07K0.14%−32,727−88.3%ReducedView
GOOGALPHABET INC CAP STK CL CStock885$312.7K0.13%−75−7.8%ReducedView
PEPPEPSICO INC COMStock2,225$301.27K0.13%−650−22.6%ReducedView
ECLECOLAB INC COMStock1,000$278.61K0.12%00.0%UnchangedView
SYKSTRYKER CORPORATION COMStock855$269.19K0.12%00.0%UnchangedView
JPMJPMORGAN CHASE & CO COMStock772$252.7K0.11%00.0%UnchangedView
FISVFISERV INC COMStock4,823$236.57K0.10%−15,793−76.6%ReducedView
DOVDOVER CORPCOM1,000$224.28K0.10%00.0%UnchangedView
AFLAFLAC INC COMStock1,800$211.05K0.09%+1,800NewView
GSGOLDMAN SACHS GROUP INC COMStock200$202.27K0.09%+200NewView

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are no longer in this filing.

Elefante Mark B positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM4,544$1.03M0.56%
UNHUNITEDHEALTH GROUP INC COMStock3,596$973.04K0.54%
MKCMCCORMICK & CO INC COM NON VTGStock8,785$443.12K0.24%

13F filings by quarter

Elefante Mark B 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 12, 202660$232.22Mvs. Q1 2026SEC
Q1 2026May 15, 202658$181.81Mvs. Q4 2025SEC
Q4 2025Feb 17, 202656$163.2Mvs. Q3 2025SEC
Q3 2025Nov 10, 202556$156.31Mvs. Q2 2025SEC
Q2 2025Jul 28, 202557$133.13Mvs. Q1 2025SEC
Q1 2025May 6, 202557$126.21Mvs. Q4 2024SEC
Q4 2024Feb 14, 202550$109.51M–SEC