The Analysis of Dempze Nancy E's Holdings
Currently, Dempze Nancy E holds 98 types of securities in its portfolio with a total value $192.0M. In the most recent quarter, they have increased their positions in LLY (+1.5K shares, valued at $1.6M), MSFT (+2.4K shares, valued at $1.1M), AXP (+3.0K shares, valued at $1.1M); decreased their positions in CARR (-37.3K shares, valued at $2.0M), MKC (-26.8K shares, valued at $1.8M), N/A (-31.7K shares, valued at $1.0M); initiated new positions in MCO (+1.6K shares, valued at $791.8K), N/A (+1.3K shares, valued at $437.1K), AMGN (+1.3K shares, valued at $412.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORP57.2K shares-3.84%2025-12-312026-02-17
MSFT MICROSOFT18.5K shares14.64%2025-12-312026-02-17 AAPL APPLE32.3K shares0.60%2025-12-312026-02-17 AMZN AMAZON.COM28.0K shares1.64%2025-12-312026-02-17 ADI ANALOG DEVICES23.4K shares0.70%2025-12-312026-02-17 RTX RTX CORPORATION33.1K shares3.73%2025-12-312026-02-17 MA MASTERCARD10.6K shares-0.64%2025-12-312026-02-17 LLY ELI LILLY & CO5.5K shares37.14%2025-12-312026-02-17 TJX TJX COS37.8K shares-0.37%2025-12-312026-02-17 ABT ABBOTT LABS43.2K shares1.50%2025-12-312026-02-17 HD HOME DEPOT13.5K shares5.36%2025-12-312026-02-17 DHR DANAHER CORP20.2K shares-2.74%2025-12-312026-02-17 JNJ JOHNSON AND JOHNSON22.1K shares1.65%2025-12-312026-02-17 ADP AUTOMATIC DATA PROCESSING17.4K shares1.45%2025-12-312026-02-17 ROK ROCKWELL AUTOMATION11.4K shares-0.74%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES19.8K shares-9.18%2025-12-312026-02-17 XYL XYLEM INC28.6K shares0.90%2025-12-312026-02-17 PG PROCTER & GAMBLE26.0K shares2.09%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP10.5K shares-16.53%2025-12-312026-02-17 VRTX VERTEX PHARMACEUTICALS7.1K shares-2.68%2025-12-312026-02-17 AMAT APPLIED MATERIAL11.9K shares49.54%2025-12-312026-02-17 AXP AMERICAN EXPRESS8.0K shares58.38%2025-12-312026-02-17 ATR APTARGROUP24.0K shares-1.77%2025-12-312026-02-17 V VISA7.8K shares21.71%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC26.8K shares40.66%2025-12-312026-02-17 CVX CHEVRON14.2K shares17.39%2025-12-312026-02-17 SCHW CHARLES SCHWAB20.3K shares78.64%2025-12-312026-02-17 CNI CANADIAN NATL RAILWAY20.2K shares-9.51%2025-12-312026-02-17 IBM INTL BUSINESS MACH5.8K shares53.19%2025-12-312026-02-17 JPM JPMORGAN CHASE5.2K shares9.65%2025-12-312026-02-17 ABBV ABBVIE6.7K shares21.68%2025-12-312026-02-17 MS MORGAN STANLEY8.6K shares7.29%2025-12-312026-02-17 FI FISERV20.5K shares-22.10%2025-12-312026-02-17 VIG VANGUARD DIVIDEND APPRECIATION6.2K shares0.00%2025-12-312026-02-17 CB CHUBB LIMITED3.6K shares38.46%2025-12-312026-02-17 GPN GLOBAL PAYMENTS13.5K shares1.50%2025-12-312026-02-17 WM WASTE MANAGEMENT INC4.1K shares0.00%2025-12-312026-02-17 EXELIXIS INC EXELIXIS INC19.5K shares34.48%2025-12-312026-02-17 IWV ISHARES RUSSELL 30002.1K shares0.00%2025-12-312026-02-17 CARR CARRIER GLOBAL15.4K shares-70.83%2025-12-312026-02-17 MCO MOODYS CORPORATION1.6K sharesnew addition2025-12-312026-02-17 WAB WABTEC3.4K shares0.00%2025-12-312026-02-17 IWF ISHARES RUSSELL 1000 GROWTH1.5K shares0.00%2025-12-312026-02-17 NEE NEXTERA ENERGY8.6K shares17.13%2025-12-312026-02-17 MKC MCCORMICK & CO9.9K shares-72.92%2025-12-312026-02-17 MERCK MERCK6.2K shares9.24%2025-12-312026-02-17 COST COSTCO WHOLESALE718 shares11.66%2025-12-312026-02-17 REGN REGENERON PHARMACEUTICALS INC700 shares0.00%2025-12-312026-02-17 WMS ADVANCED DRAINAGE SYSTEMS INC3.7K shares-16.85%2025-12-312026-02-17 WD WALKER & DUNLOP INC8.8K shares83.33%2025-12-312026-02-17 WFC WELLS FARGO5.5K shares22.22%2025-12-312026-02-17 SGI SOMNIGROUP INTERNATIONAL INC5.5K shares-8.33%2025-12-312026-02-17 XOM EXXON MOBIL3.9K shares16.54%2025-12-312026-02-17 BROADCOM INC BROADCOM INC1.3K sharesnew addition2025-12-312026-02-17 SPGI S&P GLOBAL INC COM800 shares0.00%2025-12-312026-02-17 AMGN AMGEN INC1.3K sharesnew addition2025-12-312026-02-17 APH AMPHENOL2.7K shares0.00%2025-12-312026-02-17 ITW ILLINOIS TOOL WORKS1.4K shares0.00%2025-12-312026-02-17 AIG AIG INC4.0K shares33.50%2025-12-312026-02-17 MORN MORNINGSTAR, INC1.5K shares0.00%2025-12-312026-02-17 PEP PEPSICO2.1K sharesnew addition2025-12-312026-02-17 HON HONEYWELL INTL1.5K shares0.00%2025-12-312026-02-17 TXN TEXAS INSTRUMENTS1.6K shares46.82%2025-12-312026-02-17 RELX RELX PLC6.8K shares13.45%2025-12-312026-02-17 UNP UNION PACIFIC1.2K sharesnew addition2025-12-312026-02-17 DVN DEVON ENERGY7.0K sharesnew addition2025-12-312026-02-17 CINF CINNCINNATI FINL1.5K shares0.00%2025-12-312026-02-17 CL COLGATE-PALMOLIVE3.1K sharesnew addition2025-12-312026-02-17 WMT WAL-MART STORES2.2K shares0.00%2025-12-312026-02-17 DIS DISNEY2.0K sharesnew addition2025-12-312026-02-17 SGDM SPROTT GOLD MINERS ETF3.3K shares0.00%2025-12-312026-02-17 ZS ZSCALER INC1.0K sharesnew addition2025-12-312026-02-17 GS GOLDMAN SACHS GROUP250 sharesnew addition2025-12-312026-02-17 CMCSA COMCAST CORP NEW CL A7.4K sharesnew addition2025-12-312026-02-17 VTEI VANGUARD INTERMEDIATE-TERM TAX2.0K sharesnew addition2025-12-312026-02-17 SAN BANCO SANTANDER SA10.4K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available