Free Trial

Elefante Mark B Top Holdings and 13F Report (2025)

About Elefante Mark B

Investment Activity

  • Elefante Mark B has $109.51 million in total holdings as of December 31, 2024.
  • Elefante Mark B owns shares of 58 different stocks, but just 24 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple
$6,635,879
NVIDIA
$6,039,693
Alphabet
$5,490,836
Mastercard
$5,109,308
Fiserv
$5,072,846

Sector Allocation

Map of 500 Largest Holdings ofElefante Mark B

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$6,635,87926,4996.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,039,69344,9755.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,490,83629,0065.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$5,109,3089,7034.7%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$5,072,84624,6954.6%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$4,598,14310,9094.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$4,434,85915,1504.0%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,352,69719,8404.0%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,943,04518,5593.6%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,706,16232,7663.4%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,539,73429,3003.2%Retail/Wholesale
AptarGroup, Inc. stock logo
ATR
AptarGroup
$3,472,06722,1013.2%Industrial Products
The Home Depot, Inc. stock logo
HD
Home Depot
$3,459,2878,8933.2%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$3,427,87014,9333.1%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$2,954,78310,3392.7%Computer and Technology
Canadian National Railway stock logo
CNI
Canadian National Railway
$2,803,70627,6202.6%Transportation
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,795,20123,1412.6%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,757,9495,4522.5%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,709,88918,7382.5%Medical
RTX Co. stock logo
RTX
RTX
$2,628,34822,7132.4%Aerospace
Schneider Electric S.E. stock logo
SBGSY
Schneider Electric S.E.
$2,573,33751,8402.3%Industrial Products
Xylem Inc. stock logo
XYL
Xylem
$2,450,45821,1212.2%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,343,41213,9782.1%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$2,280,94015,7482.1%Oils/Energy
Carrier Global Co. stock logo
CARR
Carrier Global
$2,165,54831,7252.0%Computer and Technology
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,833,0894,5521.7%Medical
Nestlé S.A. stock logo
NSRGY
Nestlé
$1,526,97218,6901.4%Consumer Staples
Ball Co. stock logo
BALL
Ball
$1,488,51027,0001.4%Industrial Products
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,382,5466,0941.3%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,037,78414,4760.9%Utilities
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$967,48612,6900.9%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$639,5576980.6%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$637,9423,5900.6%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$637,8924,1950.6%Consumer Staples
Salesforce, Inc. stock logo
CRM
Salesforce
$573,0421,7140.5%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$524,7443,1300.5%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$501,2502,2190.5%Multi-Sector Conglomerates
Amphenol Co. stock logo
APH
Amphenol
$478,8586,8950.4%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$425,1215,3220.4%Medical
Union Pacific Co. stock logo
UNP
Union Pacific
$387,6681,7000.4%Transportation
Adobe Inc. stock logo
ADBE
Adobe
$385,0938660.4%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$381,0682,2730.3%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$354,9813,3000.3%Oils/Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$337,5363,3930.3%Medical
Stryker Co. stock logo
SYK
Stryker
$336,6469350.3%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$335,3002,0000.3%Consumer Staples
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$309,6723,6000.3%Medical
GQG PARTNERS EMERGING MARKETS
$305,56318,4740.3%Equity Mutual Fu
Alphabet Inc. stock logo
GOOG
Alphabet
$299,9401,5750.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$298,9015100.3%Finance
AMG RIVER ROAD SMALL-MID CAP V
$286,20228,5910.3%Equity Mutual Fu
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$268,3425920.2%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$234,3201,0000.2%Basic Materials
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$171,5402,2500.2%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$166,5842,1850.2%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$125,7961,6500.1%Consumer Staples
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$88,0165250.1%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$32,0214200.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data