Data as of Q4 2025 (Dec 31, 2025)

Dempze Nancy E

•CIK: 1592614•Filing: Q4 2025

**Dempze Nancy E** manages $192M across a diversified portfolio of 98 positions. The fund exhibits a concentrated, technology-heavy tilt, with top holdings including NVDA ($10.7M) and GOOGL ($10.6M), representing significant allocations. Further core positions include MSFT ($8.9M), AAPL ($8.8M), and AMZN ($6.5M), indicating a focus on established mega-cap growth leaders. This structure suggests a systematic approach targeting secular growth trends within the technology and industrials sectors.

Total AUM
$192.0M
QoQ Performance
+5.4%
Positions
98
Top 10 Concentration
39.4%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
GOOGL
NVDA5.6%
GOOGL5.5%
MSFT4.7%
AAPL4.6%
AMZN3.4%
ADI3.3%
RTX3.2%
MA3.1%

📈 Biggest Buys

LLY
ELI LILLY & CO
+37.1%
3.1% of portfolio
MSFT
MICROSOFT
+14.6%
4.7% of portfolio
AXP
AMERICAN EXPRESS
+58.4%
1.5% of portfolio
AMAT
APPLIED MATERIAL
+49.5%
1.6% of portfolio
SCHW
CHARLES SCHWAB
+78.6%
1.1% of portfolio

📉 Biggest Sells

CARR
CARRIER GLOBAL
-70.8%
0.4% of portfolio
MCX
MCCORMICK & CO
-72.9%
0.4% of portfolio
VDIGX
VANGUARD DIVIDEND GROWTH
-43.8%
0.7% of portfolio
VGSTX
VANGUARD STAR FD
-44.6%
0.5% of portfolio
UNH
UNITEDHEALTH GROUP
-16.5%
1.8% of portfolio

Sector Breakdown

Other39.8%
Technology24.5%
Healthcare13.8%
Financial9.9%
Consumer7.4%
Industrial3.5%
Utilities0.4%
Energy0.2%

🚪 Exited Positionssold since Q3 2025

CRM
SALESFORCE.COM
SOLD
$1.5M
SPY
SPDR S&P 500 ETF
SOLD
$265.1K
MRSH
MARSH & MCLENNAN
SOLD
$243.9K

Changes from Q3 2025

NEW15 new positions
↑39 increased
↓24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVDA5.6%
NVIDIA CORP
$10.7M
GOOGL5.5%
ALPHABET INC CL A
$10.6M
MSFT4.7%
MICROSOFT
$8.9M
AAPL4.6%
APPLE
$8.8M
AMZN3.4%
AMAZON.COM
$6.5M

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