Notis Mc Conarty Edward Portfolio Holdings
Notis Mc Conarty Edward
- $202 Million
- Q2 2025
Notis Mc Conarty Edward has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $202 Million distributed in 230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13.1M, Microsoft Corp with a value of $10.8M, Mastercard Inc with a value of $9.46M, Alphabet Inc. with a value of $9.26M, and Apple Inc. with a value of $9.19M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $190M to 202M.
Below you can find more details about Notis Mc Conarty Edward portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
Technology: $57.4 Million
Industrials: $41.8 Million
Healthcare: $39.2 Million
Consumer Cyclical: $18.3 Million
Financial Services: $14.9 Million
Consumer Defensive: $13.8 Million
Communication Services: $9.62 Million
Energy: $4.97 Million
Other: $2.33 Million