account_balance
Investment manager · 13F filer · SEC CIK 1592616
Notis-McConarty Edward
Reported value$231Mas of Sep 30, 2026
Positions66 3 new, 4 sold out
Top 10 weight46.8%NVDA alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.7%Trimmed −3%
GOOGLAlphabet Inc.
6.4%Trimmed −3%
AAPLApple Inc.
5.6%Trimmed −6%
MSFTMicrosoft Corp
5.0%
AMDAdvanced Micro Devices Inc
4.9%Trimmed −13%
ADIAnalog Devices Inc
4.0%Trimmed −4%
MAMastercard Inc
3.9%
AMZNAmazon.com Inc
3.5%
JNJJohnson & Johnson
3.5%
RTXRTX Corp
3.3%Trimmed −2%
AMATApplied Materials Inc
3.2%
ADPAutomatic Data Processing Inc
3.1%
NVDANVIDIA Corp
6.7%Trimmed −3%
GOOGLAlphabet Inc.
6.4%Trimmed −3%
AAPLApple Inc.
5.6%−6%
MSFTMicrosoft Corp
5.0%
AMDAdvanced Micro Devices Inc
4.9%
ADIAnalog Devices Inc
4.0%
MAMastercard Inc
3.9%
AMZNAmazon.com Inc
3.5%
JNJJohnson & Johnson
3.5%
RTX3.3%AMAT3.2%ADP3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 6.7% Trimmed −3%GOOGL Alphabet Inc. 6.4% Trimmed −3%AAPL Apple Inc. 5.6% Trimmed −6%MSFT Microsoft Corp 5.0% HeldAMD Advanced Micro Devices Inc 4.9% Trimmed −13%ADI Analog Devices Inc 4.0% Trimmed −4%MA Mastercard Inc 3.9% HeldAMZN Amazon.com Inc 3.5% HeldJNJ Johnson & Johnson 3.5% HeldRTX RTX Corp 3.3% Trimmed −2%AMAT Applied Materials Inc 3.2% HeldADP Automatic Data Processing Inc 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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