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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$571,000 0.36% of portfolio
7,215
Q2 2025 Reduced 17.12%
$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
$2.75B
$408,000 0.26% of portfolio
5,800
Q2 2025 Reduced 47.75%
$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%
$302B
$360,000 0.23% of portfolio
4,500
Q2 2025 Reduced 4.26%
$442B
$358,000 0.23% of portfolio
3,325
Q2 2025 Reduced 23.12%
$9.92B
$345,000 0.22% of portfolio
6,000
Q2 2025 Reduced 14.29%
$245B
$330,000 0.21% of portfolio
3,325
Q2 2025 Reduced 63.02%
$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%
$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%
$0
$258,000 0.16% of portfolio
418
Q2 2025 Reduced 38.35%
$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%
$281B
$226,000 0.14% of portfolio
2,317
Q4 2024 Reduced 7.95%
$177B
$214,000 0.14% of portfolio
1,100
Q2 2025 Reduced 38.2%
Vanguard European Stock Index
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.78%
Vanguard Emerging Markets Stoc
-
$0 0.0% of portfolio
-
Q2 2025 Added 22.37%
Canadian Pacific Kansas City L
-
$0 0.0% of portfolio
-
Q2 2025 Added 27.71%
Vanguard Pacific Stock Index F
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.79%
Vanguard Small Cap Index Fd Ad
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.63%
Vanguard Star Fd
-
$0 0.0% of portfolio
-
Q4 2021 New
Vanguard Total Stock Market In
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.81%
Vanguard Dividend Growth
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.46%
Vanguard 500 Index Fd Admiral
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 17.12%
T Rowe Price Inst Large Cap Gr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 22.98%
Robeco Boston Partners Long Sh
-
$0 0.0% of portfolio
-
Q1 2024 New
Oakmark Intl Fd
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 67.52%
Gqg Partners Emerging Markets
-
$0 0.0% of portfolio
-
Q1 2024 Added 18.09%
Fpa Crescent Fund
-
$0 0.0% of portfolio
-
Q1 2024 New
Amg River Road Small Mid Cap V
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.91%
Wcm Focused International Grow
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.03%

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
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