Elefante Mark B Top Holdings and 13F Report (2025) About Elefante Mark BInvestment ActivityElefante Mark B has $181.81 million in total holdings as of June 30, 2025.Elefante Mark B owns shares of 66 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 19.85% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Elefante Mark B has purchased 64 new stocks and bought additional shares in 46 stocks.Elefante Mark B sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $12,030,361Apple $9,919,382NVIDIA $9,749,309Analog Devices $8,624,140TJX Companies $7,370,155 Largest New Holdings this Quarter 94106B101 - Waste Connections $970,417 Holding244199105 - Deere & Company $295,732 Holding260003108 - Dover $208,450 HoldingB798FW902 - NOVOZYMES A S DKK 2.0 $200,667 Holding Largest Purchases this Quarter Procter & Gamble 21,673 shares (about $3.13M)Eli Lilly and Company 2,272 shares (about $2.09M)Procter & Gamble 12,192 shares (about $1.76M)Apple 5,435 shares (about $1.38M)Eli Lilly and Company 1,364 shares (about $1.25M) Largest Sales this Quarter UnitedHealth Group 3,401 shares (about $920.28K)Chevron 1,183 shares (about $244.76K)Visa 800 shares (about $241.79K)Carrier Global 3,603 shares (about $202.88K)FISERV 2,145 shares (about $119.69K) 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 PortfolioSectorGOOGLAlphabet$12,030,361$1,121,197 â–²10.3%41,8366.6%Computer and TechnologyAAPLApple$9,919,382$1,379,349 â–²16.2%39,0855.5%Computer and TechnologyNVDANVIDIA$9,749,309$1,195,861 â–²14.0%55,9025.4%Computer and TechnologyADIAnalog Devices$8,624,140$713,270 â–²9.0%27,1084.7%Computer and TechnologyTJXTJX Companies$7,370,155$1,008,825 â–²15.9%46,1504.1%Retail/WholesaleMAMastercard$7,338,507$1,200,683 â–²19.6%14,6874.0%Business ServicesMSFTMicrosoft$7,105,782$1,142,715 â–²19.2%19,1963.9%Computer and TechnologyAMZNAmazon.com$6,984,126$1,048,015 â–²17.7%33,5343.8%Retail/WholesaleJNJJohnson & Johnson$6,385,506$895,873 â–²16.3%26,1233.5%MedicalRTXRTX$5,931,868$414,928 â–²7.5%30,7513.3%AerospaceAMDAdvanced Micro Devices$5,585,985$314,096 â–²6.0%27,4593.1%Computer and TechnologyABTAbbott Laboratories$5,549,930$862,736 â–²18.4%54,0563.1%MedicalROKRockwell Automation$5,264,769$699,816 â–²15.3%14,6702.9%Computer and TechnologyDHRDanaher$5,046,773$791,201 â–²18.6%26,6182.8%MedicalSBGSYSchneider Electric$4,775,634$720,490 â–²17.8%87,7392.6%IndustrialsADPAutomatic Data Processing$4,759,288$714,381 â–²17.7%23,4242.6%Computer and TechnologyATRAptarGroup$4,759,018$721,212 â–²17.9%37,7642.6%IndustrialsHDHome Depot$4,652,807$722,242 â–²18.4%14,1472.6%Retail/WholesaleXYLXylem$4,189,072$725,484 â–²20.9%35,0552.3%Business ServicesCVXChevron$4,173,586$244,763 â–¼-5.5%20,1722.3%EnergyAMATApplied Materials$4,171,206$924,884 â–²28.5%12,2042.3%Computer and TechnologyVRTXVertex Pharmaceuticals$3,635,282$502,804 â–²16.1%8,1412.0%MedicalAXPAmerican Express$3,245,611$1,236,538 â–²61.5%10,7301.8%FinanceCNICanadian National Railway$3,181,553$401,317 â–²14.4%30,9581.7%TransportationPGProcter & Gamble$3,159,336$3,130,448 â–²10,836.5%21,8731.7%Consumer StaplesSCHWCharles Schwab$3,086,209$1,189,223 â–²62.7%32,8391.7%FinanceNEENextEra Energy$2,869,621$1,040,256 â–²56.9%30,8961.6%UtilitiesUBERUber Technologies$2,775,346$960,912 â–²53.0%38,5841.5%Computer and TechnologyLLYEli Lilly and Company$2,098,915$2,089,717 â–²22,720.0%2,2821.2%MedicalCARRCarrier Global$2,087,805$202,885 â–¼-8.9%37,0771.1%ConstructionPGProcter & Gamble$1,789,900$1,761,012 â–²6,096.0%12,3921.0%Consumer StaplesXOMExxonMobil$1,280,933$50,898 â–¼-3.8%7,5500.7%EnergyLLYEli Lilly and Company$1,263,764$1,254,566 â–²13,640.0%1,3740.7%MedicalASMLASML$1,199,313$521,728 â–²77.0%9080.7%Computer and TechnologyFISERV$1,150,372$119,691 â–¼-9.4%20,6160.6%COMHONHoneywell International$1,027,080$220,831 â–²27.4%4,5440.6%Multi-Sector ConglomeratesABBVAbbVie$998,279$54,372 â–²5.8%4,5900.5%MedicalUNHUnitedHealth Group$973,041$920,276 â–¼-48.6%3,5960.5%MedicalWCNWaste Connections$970,417$970,417 â–²New Holding5,9740.5%Business ServicesAVGOBroadcom$951,124$728,277 â–²326.8%3,0730.5%Computer and TechnologyAPHAmphenol$750,8980.0%5,9430.4%Computer and TechnologyGQG PARTNERS EMERGING MARKETS$730,257$262,955 â–²56.3%40,1460.4%Equity Mutual FuAMG RIVER ROAD SMALL-MID CAP V$667,912$260,229 â–²63.8%68,2930.4%Equity Mutual FuCRWDCrowdStrike$659,012$304,910 â–²86.1%1,6880.4%Computer and TechnologyCOSTCostco Wholesale$635,7220.0%6380.3%Retail/WholesaleBRK.BBerkshire Hathaway$577,436$70,922 â–²14.0%1,2050.3%FinanceMRKMerck & Co., Inc.$577,3910.0%4,8000.3%MedicalNSRGYNestle$533,157$110,992 â–¼-17.2%5,3800.3%Consumer StaplesCPCanadian Pacific Kansas City$500,671$2,360 â–²0.5%6,3650.3%TransportationPEPPepsiCo$446,4590.0%2,8750.2%Consumer StaplesMKCMcCormick & Company, Incorporated$366,447$365,186 â–²28,960.0%7,2650.2%Consumer StaplesUNPUnion Pacific$363,9300.0%1,5000.2%TransportationPGProcter & Gamble$328,312$299,424 â–²1,036.5%2,2730.2%Consumer StaplesVVisa$312,818$241,792 â–¼-43.6%1,0350.2%Business ServicesLLYEli Lilly and Company$298,925$289,727 â–²3,150.0%3250.2%MedicalDEDeere & Company$295,732$295,732 â–²New Holding5250.2%IndustrialsSYKStryker$280,9450.0%8550.2%MedicalGOOGAlphabet$275,387$64,544 â–¼-19.0%9600.2%Computer and TechnologyECLEcolab$266,0200.0%1,0000.1%Basic MaterialsJPMJPMorgan Chase & Co.$227,0920.0%7720.1%FinanceDOVDover$208,450$208,450 â–²New Holding1,0000.1%IndustrialsNOVOZYMES A S DKK 2.0$200,667$200,667 â–²New Holding3,4000.1%COMPGProcter & Gamble$75,831$46,943 â–²162.5%5250.0%Consumer StaplesMKCMcCormick & Company, Incorporated$74,147$72,886 â–²5,780.0%1,4700.0%Consumer StaplesLLYEli Lilly and Company$45,988$36,790 â–²400.0%500.0%MedicalMKCMcCormick & Company, Incorporated$2,522$1,261 â–²100.0%500.0%Consumer StaplesNVONovo Nordisk A/S$0$273,226 â–¼-100.0%00.0%MedicalRELXRelx$0$236,861 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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