Dempze Nancy E Top Holdings and 13F Report (2026) About Dempze Nancy EInvestment ActivityDempze Nancy E has $182.08 million in total holdings as of March 31, 2026.Dempze Nancy E owns shares of 104 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 7.88% of the portfolio was purchased this quarter.About 3.30% of the portfolio was sold this quarter.This quarter, Dempze Nancy E has purchased 110 new stocks and bought additional shares in 35 stocks.Dempze Nancy E sold shares of 37 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $9,963,123Alphabet $9,342,250Apple $8,272,792Analog Devices $7,492,515Microsoft $7,016,202 Largest New Holdings this Quarter 94106B101 - Waste Connections $542,549 HoldingG16258108 - Brookfield Renewable Partners $236,640 Holding Largest Purchases this Quarter Eli Lilly and Company 3,970 shares (about $3.65M)Procter & Gamble 15,273 shares (about $2.21M)Procter & Gamble 9,239 shares (about $1.33M)Eli Lilly and Company 1,331 shares (about $1.22M)Waste Connections 3,340 shares (about $542.55K) Largest Sales this Quarter UnitedHealth Group 2,781 shares (about $752.51K)Alphabet 1,351 shares (about $388.49K)Chubb 800 shares (about $260.74K)FISERV 4,003 shares (about $223.37K)Canadian National Railway 1,920 shares (about $197.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDempze Nancy E Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,963,123$19,882 â–¼-0.2%57,1285.5%Computer and TechnologyGOOGLAlphabet$9,342,250$388,494 â–¼-4.0%32,4885.1%Computer and TechnologyAAPLApple$8,272,792$75,883 â–²0.9%32,5974.5%Computer and TechnologyADIAnalog Devices$7,492,515$33,723 â–²0.5%23,5514.1%Computer and TechnologyMSFTMicrosoft$7,016,202$171,389 â–²2.5%18,9543.9%Computer and TechnologyRTXRTX$6,269,442$122,106 â–¼-1.9%32,5013.4%AerospaceAMZNAmazon.com$6,043,370$213,685 â–²3.7%29,0173.3%Retail/WholesaleTJXTJX Companies$6,031,869$319 â–¼0.0%37,7703.3%Retail/WholesaleJNJJohnson & Johnson$5,401,390$3,178 â–¼-0.1%22,0973.0%MedicalMAMastercard$5,295,895$15,489 â–²0.3%10,5992.9%Business ServicesSBGSYSchneider Electric$4,886,454$4,354 â–¼-0.1%89,7752.7%IndustrialsABTAbbott Laboratories$4,553,415$114,477 â–²2.6%44,3502.5%MedicalHDHome Depot$4,532,105$88,471 â–²2.0%13,7802.5%Retail/WholesaleAMATApplied Materials$4,309,287$227,632 â–²5.6%12,6082.4%Computer and TechnologyROKRockwell Automation$4,061,445$42,348 â–¼-1.0%11,3172.2%Computer and TechnologyAMDAdvanced Micro Devices$4,053,139$31,735 â–²0.8%19,9242.2%Computer and TechnologyDHRDanaher$3,958,659$120,586 â–²3.1%20,8792.2%MedicalLLYEli Lilly and Company$3,656,086$3,651,487 â–²79,400.0%3,9752.0%MedicalADPAutomatic Data Processing$3,556,261$24,788 â–²0.7%17,5032.0%Computer and TechnologyVRTXVertex Pharmaceuticals$3,487,476$335,798 â–²10.7%7,8101.9%MedicalXYLXylem$3,451,397$36,806 â–²1.1%28,8821.9%Business ServicesATRAptarGroup$3,175,956$156,265 â–²5.2%25,2021.7%IndustrialsAXPAmerican Express$2,960,978$537,810 â–²22.2%9,7891.6%FinanceCVXChevron$2,956,600$25,449 â–²0.9%14,2901.6%EnergyAMG RIVER ROAD SMALL-MID CAP V$2,470,896$106,621 â–²4.5%252,6481.4%Equity Mutual FuUBERUber Technologies$2,439,433$511,782 â–²26.5%33,9141.3%Computer and TechnologySCHWCharles Schwab$2,409,929$505,800 â–²26.6%25,6431.3%FinanceGQG PARTNERS EMERGING MARKETS$2,345,408$114,870 â–²5.1%128,9391.3%Equity Mutual FuVVisa$2,251,386$120,896 â–¼-5.1%7,4491.2%Business ServicesPGProcter & Gamble$2,213,399$2,206,033 â–²29,947.1%15,3241.2%Consumer StaplesUNHUnitedHealth Group$2,079,484$752,511 â–¼-26.6%7,6851.1%MedicalCNICanadian National Railway$1,875,552$197,318 â–¼-9.5%18,2501.0%TransportationBRK.BBerkshire Hathaway$1,581,839$23,960 â–¼-1.5%3,3010.9%FinanceJPMJPMorgan Chase & Co.$1,537,8680.0%5,2280.8%FinanceABBVAbbVie$1,454,138$1,087 â–¼-0.1%6,6860.8%MedicalMSMorgan Stanley$1,412,5040.0%8,5830.8%FinancePGProcter & Gamble$1,341,848$1,334,482 â–²18,115.7%9,2900.7%Consumer StaplesVIGVanguard Dividend Appreciation ETF$1,340,0390.0%6,2310.7%ETFIBMInternational Business Machines$1,323,449$72,717 â–¼-5.2%5,4600.7%Computer and TechnologyGOOGAlphabet$1,263,618$22,949 â–¼-1.8%4,4050.7%Computer and TechnologyNEENextEra Energy$1,260,011$459,756 â–²57.5%13,5660.7%UtilitiesLLYEli Lilly and Company$1,228,813$1,224,214 â–²26,620.0%1,3360.7%MedicalVANGUARD DIVIDEND GROWTH$1,178,7860.0%40,6340.6%Equity Mutual FuWMWaste Management$951,7900.0%4,1420.5%Business ServicesFISERV$921,816$223,367 â–¼-19.5%16,5200.5%COMAVGOBroadcom$916,768$525,857 â–²134.5%2,9620.5%Computer and TechnologyCBChubb$912,604$260,744 â–¼-22.2%2,8000.5%FinanceVANGUARD STAR FD$891,8680.0%31,2720.5%Equity Mutual FuEXELExelixis$793,465$42,890 â–¼-5.1%18,5000.4%MedicalIWViShares Russell 3000 ETF$779,1690.0%2,1020.4%ETFWABWabtec$737,234$112,459 â–¼-13.2%2,9500.4%TransportationGPNGlobal Payments$736,935$171,615 â–¼-18.9%10,9500.4%Business ServicesCOSTCostco Wholesale$715,4370.0%7180.4%Retail/WholesaleCARRCarrier Global$708,605$156,204 â–¼-18.1%12,5840.4%ConstructionXOMExxonMobil$657,4320.0%3,8750.4%EnergyMRKMerck & Co., Inc.$656,181$90,217 â–¼-12.1%5,4550.4%MedicalIWFiShares Russell 1000 Growth ETF$639,6000.0%1,5000.4%ETFCPCanadian Pacific Kansas City$587,275$88,492 â–²17.7%7,4660.3%TransportationT ROWE PRICE INST LARGE-CAP GR$579,835$15,047 â–¼-2.5%7,7070.3%Equity Mutual FuWCM FOCUSED INTERNATIONAL GROW$542,993$49,140 â–¼-8.3%22,1000.3%Equity Mutual FuWCNWaste Connections$542,549$542,549 â–²New Holding3,3400.3%Business ServicesMCOMoody's$523,500$152,688 â–¼-22.6%1,2000.3%FinanceVANGUARD 500 INDEX FD ADMIRAL$491,0130.0%8150.3%Equity Mutual FuVANGUARD TOTAL STOCK MARKET IN$451,0000.0%2,8870.2%Equity Mutual FuVANGUARD SMALL CAP INDEX FD AD$450,4220.0%3,5900.2%Equity Mutual FuWMSAdvanced Drainage Systems$445,672$61,708 â–¼-12.2%3,2500.2%ConstructionOAKMARK INTL FD$432,4490.0%14,2210.2%Equity Mutual FuAMGNAmgen$408,146$35,185 â–¼-7.9%1,1600.2%MedicalSOMNIGROUP INTERNATIONAL INC$391,776$14,784 â–¼-3.6%5,3000.2%COMREGNRegeneron Pharmaceuticals$386,320$154,528 â–¼-28.6%5000.2%MedicalAPHAmphenol$346,9570.0%2,7460.2%Computer and TechnologySPGIS&P Global$340,2720.0%8000.2%FinanceHONHoneywell International$340,1750.0%1,5050.2%Multi-Sector ConglomeratesVANGUARD PACIFIC STOCK INDEX F$332,6090.0%2,7630.2%Equity Mutual FuWDWalker & Dunlop$323,974$66,570 â–¼-17.0%7,3000.2%FinanceWFCWells Fargo & Company$318,440$119,415 â–¼-27.3%4,0000.2%FinanceTXNTexas Instruments$313,5360.0%1,6150.2%Computer and TechnologyITWIllinois Tool Works$307,143$65,073 â–¼-17.5%1,1800.2%IndustrialsVANGUARD EMERGING MARKETS STOC$306,8160.0%6,8930.2%Equity Mutual FuVANGUARD EUROPEAN STOCK INDEX$290,5690.0%2,8220.2%Equity Mutual FuPEPPepsiCo$290,393$31,835 â–¼-9.9%1,8700.2%Consumer StaplesWAL-MART STORES$269,936$621 â–¼-0.2%2,1720.1%COMMORNMorningstar$252,5610.0%1,4940.1%Business ServicesCLColgate-Palmolive$251,428$12,784 â–¼-4.8%2,9500.1%Consumer StaplesSGDMSprott Gold Miners ETF$245,3420.0%3,2500.1%ETFBEPBrookfield Renewable Partners$236,640$236,640 â–²New Holding7,2500.1%UtilitiesCINFCincinnati Financial$236,0250.0%1,5000.1%FinanceVOOVanguard S&P 500 ETF$233,044$40,036 â–¼-14.7%3900.1%ETFAIGAmerican International Group$225,750$75,626 â–¼-25.1%3,0000.1%FinanceT ROWE PRICE DIVIDEND GROWTH F$221,268$60,655 â–¼-21.5%2,7360.1%Equity Mutual FuFPA CRESCENT FUND$217,8850.0%5,1350.1%Equity Mutual FuGSThe Goldman Sachs Group$211,4970.0%2500.1%FinanceROBECO BOSTON PARTNERS LONG SH$180,6880.0%12,9620.1%Equity Mutual FuPGProcter & Gamble$141,696$134,330 â–²1,823.5%9810.1%Consumer StaplesSANBanco Santander$117,6960.0%10,4340.1%FinancePGProcter & Gamble$109,052$101,686 â–²1,380.4%7550.1%Consumer StaplesLLYEli Lilly and Company$103,934$99,335 â–²2,160.0%1130.1%MedicalPGProcter & Gamble$80,886$73,520 â–²998.0%5600.0%Consumer StaplesLLYEli Lilly and Company$75,421$70,822 â–²1,540.0%820.0%MedicalLLYEli Lilly and Company$68,983$64,384 â–²1,400.0%750.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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