Dempze Nancy E has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Million distributed in 274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.59M, Apple Inc. with a value of $7.26M, Microsoft Corp with a value of $6.19M, Mastercard Inc with a value of $5.48M, and Alphabet Inc. with a value of $5.43M.

Examining the 13F form we can see an increase of $31.7M in the current position value, from $131M to 162M.

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

Portfolio value $162 Million
Technology: $37.7 Million
Healthcare: $33.7 Million
Industrials: $31.6 Million
Financial Services: $19 Million
Consumer Cyclical: $17.2 Million
Consumer Defensive: $10.1 Million
Communication Services: $8.05 Million
ETFs: $2.42 Million
Other: $2.61 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 274
  • Current Value $162 Million
  • Prior Value $131 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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