account_balance
Investment manager · 13F filer · SEC CIK 1661535
Elefante Mark B
Reported value$270Mas of Sep 30, 2026
Positions62 6 new, 4 sold out
Top 10 weight47.9%AMD alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
6.4%Trimmed −4%
NVDANVIDIA Corp
6.4%Added +11%
GOOGLAlphabet Inc.
6.0%Added +7%
AAPLApple Inc.
5.9%Added +10%
MSFTMicrosoft Corp
5.1%Added +22%
ADIAnalog Devices Inc
4.3%Added +13%
AMZNAmazon.com Inc
4.0%Added +21%
MAMastercard Inc
3.8%Added +15%
JNJJohnson & Johnson
3.2%Added +14%
ROKRockwell Automation, Inc
2.9%Added +10%
ADPAutomatic Data Processing Inc
2.8%Added +14%
SBGSYSchneider Elec SA ADR
2.8%Added +17%
AMDAdvanced Micro Devices Inc
6.4%−4%
NVDANVIDIA Corp
6.4%+11%
GOOGLAlphabet Inc.
6.0%
AAPLApple Inc.
5.9%
MSFTMicrosoft Corp
5.1%
ADIAnalog Devices Inc
4.3%+13%
AMZNAmazon.com Inc
4.0%
MAMastercard Inc
3.8%
JNJJohnson & Johnson
3.2%
ROK2.9%ADP2.8%SBGSY
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
AMD Advanced Micro Devices Inc 6.4% Trimmed −4%NVDA NVIDIA Corp 6.4% Added +11%GOOGL Alphabet Inc. 6.0% Added +7%AAPL Apple Inc. 5.9% Added +10%MSFT Microsoft Corp 5.1% Added +22%ADI Analog Devices Inc 4.3% Added +13%AMZN Amazon.com Inc 4.0% Added +21%MA Mastercard Inc 3.8% Added +15%JNJ Johnson & Johnson 3.2% Added +14%ROK Rockwell Automation, Inc 2.9% Added +10%ADP Automatic Data Processing Inc 2.8% Added +14%
SBGSY Schneider Elec SA ADR 2.8% Added +17%
What changed
Biggest moves since Jun 30, 2026
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