Notis Mc Conarty Edward has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10M, Mastercard Inc with a value of $9.55M, Nvidia Corp with a value of $9.07M, Automatic Data Processing Inc with a value of $8.89M, and Microsoft Corp with a value of $8.15M.

Examining the 13F form we can see an decrease of $12.1M in the current position value, from $203M to 190M.

Below you can find more details about Notis Mc Conarty Edward portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
Technology: $45.7 Million
Healthcare: $41.7 Million
Industrials: $38.6 Million
Consumer Cyclical: $19.2 Million
Consumer Defensive: $15.9 Million
Financial Services: $12.3 Million
Communication Services: $8.47 Million
Energy: $5.61 Million
Other: $2.83 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $190 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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