Dempze Nancy E Portfolio Holdings

Dempze Nancy E

  • $167 Million
  • Q3 2025

Dempze Nancy E has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $167 Million distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $11.1M, Microsoft Corp with a value of $8.35M, Alphabet Inc. with a value of $8.36M, Apple Inc. with a value of $8.17M, and Mastercard Inc with a value of $6.05M.

Examining the 13F form we can see an increase of $8.98M in the current position value, from $158M to 167M.

Below you can find more details about Dempze Nancy E portfolio as well as his latest detailed transactions.

Portfolio value $167 Million
Technology: $46.8 Million
Industrials: $32.8 Million
Healthcare: $30.1 Million
Financial Services: $18 Million
Consumer Cyclical: $17.1 Million
Communication Services: $9.74 Million
Consumer Defensive: $7.18 Million
ETFs: $2.9 Million
Other: $2.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$168B
$555,000 0.33% of portfolio
7,356
Q3 2025 Added 0.48%
$235B
$476,000 0.28% of portfolio
5,680
Q3 2025 Reduced 21.28%
$2.16B
$401,000 0.24% of portfolio
4,800
Q3 2025 Reduced 17.24%
$159B
$389,000 0.23% of portfolio
800
Q3 2024 New
$74.3B
$393,000 0.23% of portfolio
700
Q3 2025 Reduced 12.5%
$317B
$377,000 0.23% of portfolio
4,500
Q2 2025 Reduced 4.26%
$490B
$374,000 0.22% of portfolio
3,325
Q2 2025 Reduced 23.12%
$74.9B
$372,000 0.22% of portfolio
1,430
Q3 2025 Reduced 6.54%
$9.92B
$345,000 0.21% of portfolio
6,000
Q2 2025 Reduced 14.29%
$9B
$346,000 0.21% of portfolio
1,494
Q4 2024 Reduced 40.1%
$79.6B
$339,000 0.2% of portfolio
2,746
Q2 2025 New
$132B
$316,000 0.19% of portfolio
1,505
Q3 2025 Reduced 13.01%
$79.2B
$284,000 0.17% of portfolio
5,950
Q3 2025 Added 11.95%
$0
$265,000 0.16% of portfolio
398
Q3 2025 Reduced 4.78%
$89.7B
$243,000 0.15% of portfolio
1,210
Q1 2025 Reduced 7.63%
$26.1B
$237,000 0.14% of portfolio
1,500
Q2 2025 Reduced 25.0%
$177B
$214,000 0.13% of portfolio
1,100
Q2 2025 Reduced 38.2%
$279B
$224,000 0.13% of portfolio
2,177
Q3 2025 Reduced 6.04%
Vanguard Star Fd
-
$0 0.0% of portfolio
-
Q4 2021 New
Vanguard Total Stock Market In
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.81%
Vanguard Small Cap Index Fd Ad
-
$0 0.0% of portfolio
-
Q2 2025 Added 14.63%
Vanguard Pacific Stock Index F
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.79%
Vanguard European Stock Index
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.78%
Vanguard Emerging Markets Stoc
-
$0 0.0% of portfolio
-
Q2 2025 Added 22.37%
Vanguard Dividend Growth
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.46%
Vanguard 500 Index Fd Admiral
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.17%
T Rowe Price Inst Large Cap Gr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 22.98%
Robeco Boston Partners Long Sh
-
$0 0.0% of portfolio
-
Q1 2024 New
Oakmark Intl Fd
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 67.52%
Gqg Partners Emerging Markets
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.58%
Fpa Crescent Fund
-
$0 0.0% of portfolio
-
Q1 2024 New
Amg River Road Small Mid Cap V
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.7%
-
$0 0.0% of portfolio
-
Q3 2025 New
Canadian Pacific Kansas City L
-
$0 0.0% of portfolio
-
Q3 2025 Added 7.23%
Wcm Focused International Grow
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $167 Million
  • Prior Value $158 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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