Elefante Mark B Top Holdings and 13F Report (2025) About Elefante Mark BInvestment ActivityElefante Mark B has $133.13 million in total holdings as of June 30, 2025.Elefante Mark B owns shares of 69 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 8.90% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Elefante Mark B has purchased 69 new stocks and bought additional shares in 33 stocks.Elefante Mark B sold shares of 24 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $7,601,689Microsoft $6,710,060Mastercard $6,307,215Apple $6,218,498Alphabet $6,109,189 Largest New Holdings this Quarter 808513105 - Charles Schwab $633,206 Holding038222105 - Applied Materials $370,717 Holding22788C105 - CrowdStrike $250,071 Holding46625H100 - JPMorgan Chase & Co. $231,058 Holding244199105 - Deere & Company $203,396 Holding Largest Purchases this Quarter Procter & Gamble 17,975 shares (about $2.86M)McCormick & Company, Incorporated 20,455 shares (about $1.55M)Eli Lilly and Company 868 shares (about $676.63K)Charles Schwab 6,940 shares (about $633.21K)Uber Technologies 6,515 shares (about $607.85K) Largest Sales this Quarter Ball 18,762 shares (about $1.05M)Mastercard 940 shares (about $528.22K)Nestle 4,945 shares (about $491.14K)Advanced Micro Devices 2,221 shares (about $315.16K)Canadian National Railway 1,810 shares (about $188.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElefante Mark B Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$7,601,689$102,694 ▼-1.3%48,1155.7%Computer and TechnologyMSFTMicrosoft$6,710,060$109,928 ▲1.7%13,4905.0%Computer and TechnologyMAMastercard$6,307,215$528,224 ▼-7.7%11,2244.7%Business ServicesAAPLApple$6,218,498$47,189 ▼-0.8%30,3094.7%Computer and TechnologyGOOGLAlphabet$6,109,189$100,451 ▲1.7%34,6664.6%Computer and TechnologyADPAutomatic Data Processing$5,315,274$147,415 ▼-2.7%17,2354.0%Computer and TechnologyAMZNAmazon.com$5,302,656$171,124 ▲3.3%24,1704.0%Retail/WholesaleABTAbbott Laboratories$5,268,755$78,206 ▼-1.5%38,7384.0%MedicalADIAnalog Devices$5,158,370$44,034 ▲0.9%21,6723.9%Computer and TechnologyFIFiserv$4,697,483$52,068 ▼-1.1%27,2463.5%Business ServicesATRAptarGroup$4,219,855$20,336 ▼-0.5%26,9763.2%IndustrialsTJXTJX Companies$4,167,786$5,557 ▼-0.1%33,7503.1%Retail/WholesaleRTXRTX$4,149,596$16,792 ▼-0.4%28,4183.1%AerospaceROKRockwell Automation$3,851,510$130,875 ▼-3.3%11,5952.9%Computer and TechnologyDHRDanaher$3,775,384$91,461 ▲2.5%19,1122.8%MedicalAMDAdvanced Micro Devices$3,731,260$315,160 ▼-7.8%26,2952.8%Computer and TechnologyHDHome Depot$3,686,932$81,394 ▲2.3%10,0562.8%Retail/WholesaleSBGSYSchneider Electric$3,361,978$105,425 ▲3.2%62,9822.5%IndustrialsCARRCarrier Global$3,230,972$152,235 ▲4.9%44,1452.4%ConstructionXYLXylem$3,171,131$52,261 ▲1.7%24,5142.4%Business ServicesJNJJohnson & Johnson$3,133,208$110,133 ▼-3.4%20,5122.4%MedicalPGProcter & Gamble$2,947,420$2,863,777 ▲3,423.8%18,5002.2%Consumer StaplesCVXChevron$2,821,988$46,537 ▲1.7%19,7082.1%EnergyCNICanadian National Railway$2,803,150$188,312 ▼-6.3%26,9432.1%TransportationVRTXVertex Pharmaceuticals$2,596,407$76,129 ▲3.0%5,8322.0%MedicalUNHUnitedHealth Group$2,009,399$168,776 ▲9.2%6,4411.5%MedicalMKCMcCormick & Company, Incorporated$1,595,632$1,550,898 ▲3,466.9%21,0451.2%Consumer StaplesCRMSalesforce$1,202,291$270,509 ▲29.0%4,4090.9%Computer and TechnologyUBERUber Technologies$1,184,443$607,849 ▲105.4%12,6950.9%Computer and TechnologyNVONovo Nordisk A/S$1,140,762$501,292 ▲78.4%16,5280.9%MedicalNEENextEra Energy$1,024,014$694 ▲0.1%14,7510.8%UtilitiesNSRGYNestle$905,798$491,137 ▼-35.2%9,1200.7%Consumer StaplesAXPAmerican Express$832,219$581,501 ▲231.9%2,6090.6%FinanceXOMExxon Mobil$716,8700.0%6,6500.5%EnergyVVisa$701,224$3,551 ▼-0.5%1,9750.5%Business ServicesLLYEli Lilly and Company$680,530$676,632 ▲17,360.0%8730.5%MedicalAPHAmphenol$677,919$2,963 ▼-0.4%6,8650.5%Computer and TechnologyABBVAbbVie$647,814$18,562 ▼-2.8%3,4900.5%MedicalCOSTCostco Wholesale$641,480$9,899 ▼-1.5%6480.5%Retail/WholesaleSCHWCharles Schwab$633,206$633,206 ▲New Holding6,9400.5%FinanceBALLBall$525,283$1,052,361 ▼-66.7%9,3650.4%IndustrialsCPCanadian Pacific Kansas City$517,236$109,789 ▲26.9%6,5250.4%TransportationPGProcter & Gamble$498,672$415,029 ▲496.2%3,1300.4%Consumer StaplesHONHoneywell International$485,322$32,603 ▼-6.3%2,0840.4%Multi-Sector ConglomeratesPEPPepsiCo$456,199$118,836 ▼-20.7%3,4550.3%Consumer StaplesPGProcter & Gamble$401,964$318,321 ▲380.6%2,5230.3%Consumer StaplesMRKMerck & Co., Inc.$395,2460.0%4,9930.3%MedicalAMATApplied Materials$370,717$370,717 ▲New Holding2,0250.3%Computer and TechnologySYKStryker$352,111$7,913 ▼-2.2%8900.3%MedicalUNPUnion Pacific$345,1200.0%1,5000.3%TransportationGQG PARTNERS EMERGING MARKETS$326,291$2,172 ▲0.7%18,7740.2%Equity Mutual FuPGProcter & Gamble$318,640$234,997 ▲281.0%2,0000.2%Consumer StaplesADBEAdobe$315,693$32,885 ▼-9.4%8160.2%Computer and TechnologyAMG RIVER ROAD SMALL-MID CAP V$305,843$3,528 ▲1.2%30,3410.2%Equity Mutual FuBRK.BBerkshire Hathaway$287,5760.0%5920.2%FinanceECLEcolab$269,4400.0%1,0000.2%Basic MaterialsCRWDCrowdStrike$250,071$250,071 ▲New Holding4910.2%Computer and TechnologyGOOGAlphabet$248,344$13,304 ▼-5.1%1,4000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$231,058$231,058 ▲New Holding7970.2%FinanceMKCMcCormick & Company, Incorporated$228,597$183,863 ▲411.0%3,0150.2%Consumer StaplesMKCMcCormick & Company, Incorporated$204,335$159,601 ▲356.8%2,6950.2%Consumer StaplesDEDeere & Company$203,396$203,396 ▲New Holding4000.2%IndustrialsMKCMcCormick & Company, Incorporated$189,550$144,816 ▲323.7%2,5000.1%Consumer StaplesLLYEli Lilly and Company$155,906$152,008 ▲3,900.0%2000.1%MedicalLLYEli Lilly and Company$101,339$97,441 ▲2,500.0%1300.1%MedicalPGProcter & Gamble$83,6430.0%5250.1%Consumer StaplesLLYEli Lilly and Company$73,276$69,378 ▲1,780.0%940.1%MedicalMKCMcCormick & Company, Incorporated$44,7340.0%5900.0%Consumer StaplesLLYEli Lilly and Company$15,591$11,693 ▲300.0%200.0%MedicalBDXBecton, Dickinson and Company$0$608,842 ▼-100.0%00.0%MedicalMDTMedtronic$0$212,968 ▼-100.0%00.0%MedicalKMBKimberly-Clark$0$209,063 ▼-100.0%00.0%Consumer StaplesSPYSPDR S&P 500 ETF Trust$0$201,380 ▼-100.0%00.0%FinanceAFLAflac$0$200,142 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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