Dempze Nancy E Portfolio Holdings

Dempze Nancy E

  • $158 Million
  • Q2 2025

Dempze Nancy E has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10M, Microsoft Corp with a value of $8.07M, Apple Inc. with a value of $6.54M, Alphabet Inc. with a value of $6.1M, and Mastercard Inc with a value of $6.05M.

Examining the 13F form we can see an increase of $7.22M in the current position value, from $151M to 158M.

Below you can find more details about Dempze Nancy E portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
Technology: $42.3 Million
Industrials: $32.7 Million
Healthcare: $28.9 Million
Financial Services: $17.2 Million
Consumer Cyclical: $16.1 Million
Consumer Defensive: $8.13 Million
Communication Services: $7.77 Million
ETFs: $2.81 Million
Other: $2.59 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$5.56 Million 3.51% of portfolio
23,363
Q2 2025 Added 0.76%
$124B
$5.31 Million 3.35% of portfolio
17,218
Q2 2025 Reduced 2.21%
$155B
$4.73 Million 2.98% of portfolio
38,265
Q1 2025 Added 5.57%
$145B
$4.72 Million 2.98% of portfolio
88,445
Q2 2025 Added 2.54%
$150B
$4.1 Million 2.59% of portfolio
20,762
Q2 2025 Added 5.86%
$39.2B
$4.09 Million 2.58% of portfolio
12,299
Q2 2025 Reduced 11.45%
$55B
$3.67 Million 2.31% of portfolio
50,078
Q2 2025 Added 4.86%
$25.8B
$3.67 Million 2.31% of portfolio
28,332
Q2 2025 Added 1.06%
$79.5B
$3.3 Million 2.08% of portfolio
26,343
Q2 2025 Reduced 0.97%
$99.5B
$3.2 Million 2.02% of portfolio
7,180
Q2 2025 Added 1.66%
$17.3B
$2.67 Million 1.68% of portfolio
35,195
Q2 2025 Added 2.61%
$63.6B
$2.43 Million 1.53% of portfolio
23,355
Q2 2025 Reduced 6.19%
$182B
$1.35 Million 0.85% of portfolio
14,523
Q2 2025 Added 82.11%
$22.8B
$1.08 Million 0.68% of portfolio
13,500
Q1 2025 Reduced 6.9%
$112B
$1.01 Million 0.64% of portfolio
14,678
Q2 2025 Added 64.28%
$95.6B
$947,000 0.6% of portfolio
4,142
Q3 2024 Reduced 1.66%
$35.1B
$711,000 0.45% of portfolio
3,400
Q4 2024 Reduced 20.37%
$179B
$680,000 0.43% of portfolio
7,455
Q2 2025 New
$12.1B
$639,000 0.4% of portfolio
14,500
Q2 2025 Reduced 9.38%
$162B
$597,000 0.38% of portfolio
3,263
Q2 2025 New
$11.4B
$574,000 0.36% of portfolio
5,000
Q1 2025 Reduced 50.0%
$141B
$508,000 0.32% of portfolio
7,321
Q2 2025 Added 1.6%
$11B
$469,000 0.3% of portfolio
1,494
Q4 2024 Reduced 40.1%
$59.7B
$420,000 0.27% of portfolio
800
Q2 2025 Reduced 4.76%
$182B
$421,000 0.27% of portfolio
800
Q3 2024 New
$17B
$397,000 0.25% of portfolio
7,095
Q2 2025 Reduced 72.07%
$146B
$402,000 0.25% of portfolio
1,730
Q2 2025 Reduced 6.49%
$80B
$378,000 0.24% of portfolio
1,530
Q2 2025 Reduced 8.93%
$59.7B
$299,000 0.19% of portfolio
3,500
Q2 2025 Reduced 56.25%
$36.4B
$302,000 0.19% of portfolio
2,000
Q1 2025 Reduced 50.0%
$91.7B
$288,000 0.18% of portfolio
5,315
Q2 2025 Added 7.48%
$141B
$285,000 0.18% of portfolio
8,000
Q1 2025 Reduced 20.0%
$157B
$272,000 0.17% of portfolio
705
Q2 2025 Reduced 12.42%
$66.5B
$271,000 0.17% of portfolio
2,746
Q2 2025 New
$101B
$264,000 0.17% of portfolio
1,210
Q1 2025 Reduced 7.63%
$70.9B
$236,000 0.15% of portfolio
2,600
Q2 2025 Reduced 2.8%
$24.1B
$223,000 0.14% of portfolio
1,500
Q2 2025 Reduced 25.0%
$177B
$214,000 0.14% of portfolio
1,100
Q2 2025 Reduced 38.2%

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $158 Million
  • Prior Value $151 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Dempze Nancy E Portfolio

Follow Dempze Nancy E and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dempze Nancy E, based on Form 13F filings with the SEC.

News

Stay updated on Dempze Nancy E with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email