Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Dempze Nancy E Stock Portfolio

Dempze Nancy E Performance:
2025 Q4: 2.66%YTD: 10.85%2024: 14.37%
Performance for 2025 Q4 is 2.66%, and YTD is 10.85%, and 2024 is 14.37%.

About Dempze Nancy E and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Dempze Nancy E reported an equity portfolio of $192 Millions as of 31 Dec, 2025.

The top stock holdings of Dempze Nancy E are NVDA, GOOG, MSFT. The fund has invested 5.6% of it's portfolio in NVIDIA CORP and 5.5% of portfolio in ALPHABET INC CL A.

The fund managers got completely rid off SALESFORCE.COM (CRM), SPDR S&P 500 ETF (SPY) and MARSH & MCLENNAN (MMC) stocks. They significantly reduced their stock positions in MCCORMICK & CO (MKC), CARRIER GLOBAL (CARR) and VANGUARD STAR FD (VXUS). Dempze Nancy E opened new stock positions in MOODYS CORPORATION (MCO), BROADCOM INC (AVGO) and AMGEN INC (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to WALKER & DUNLOP INC (WD), CHARLES SCHWAB (SCHW) and AMERICAN EXPRESS (AXP).

Dempze Nancy E Annual Return Estimates Vs S&P 500

Our best estimate is that Dempze Nancy E made a return of 2.66% in the last quarter. In trailing 12 months, it's portfolio return was 10.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
moodys corporation791,817
broadcom inc437,123
amgen inc412,411
pepsico297,804
vanguard index fds s&p 500 etf286,598
t rowe price dividend growth f284,291
union pacific268,332
devon energy256,410
New stocks bought by Dempze Nancy E

Additions

Ticker% Inc.
walker & dunlop inc83.33
charles schwab78.64
american express58.38
intl business mach53.19
applied material49.54
texas instruments46.82
uber technologies inc40.66
chubb limited38.46
Additions to existing portfolio by Dempze Nancy E

Reductions

Ticker% Reduced
mccormick & co-72.92
carrier global-70.83
vanguard star fd-44.59
vanguard dividend growth-43.8
fiserv-22.1
advanced drainage systems inc-16.85
unitedhealth group-16.53
canadian natl railway-9.51
Dempze Nancy E reduced stake in above stock

Sold off

Ticker$ Sold
salesforce.com-1,515,620
marsh & mclennan-243,851
spdr s&p 500 etf-265,140
Dempze Nancy E got rid off the above stocks

Sector Distribution

Dempze Nancy E has about 24.6% of it's holdings in Technology sector.

Sector%
Technology24.6
Healthcare17.8
Others13.4
Industrials12.7
Financial Services11.2
Consumer Cyclical9.1
Communication Services6.4
Consumer Defensive3
Energy1.5

Market Cap. Distribution

Dempze Nancy E has about 84.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP55.5
LARGE-CAP29
UNALLOCATED13.4
MID-CAP2

Stocks belong to which Index?

About 82.2% of the stocks held by Dempze Nancy E either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50082.2
Others17.5
Top 5 Winners (%)%
REGN
regeneron pharmaceuticals inc
37.3 %
LLY
eli lilly & co
33.5 %
AMD
advanced micro devices
30.9 %
GOOG
alphabet inc cl c
28.8 %
GOOG
alphabet inc cl a
28.5 %
Top 5 Winners ($)$
GOOG
alphabet inc cl a
2.4 M
LLY
eli lilly & co
1.5 M
AMD
advanced micro devices
1.1 M
DHR
danaher corp
0.6 M
ADI
analog devices
0.6 M
Top 5 Losers (%)%
fiserv
-42.6 %
WD
walker & dunlop inc
-23.2 %
HD
home depot
-14.8 %
RELX
relx plc
-14.6 %
UBER
uber technologies inc
-14.6 %
Top 5 Losers ($)$
fiserv
-1.4 M
HD
home depot
-0.8 M
ADP
automatic data processing
-0.6 M
MSFT
microsoft
-0.6 M
UBER
uber technologies inc
-0.4 M

Dempze Nancy E Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Dempze Nancy E

Dempze Nancy E has 98 stocks in it's portfolio. About 39.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Dempze Nancy E last quarter.

Last Reported on: 17 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions