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Elefante Mark B
CIK:0001661535
Investment Adviser
$0 AUM
57 holdings
Not Found, Not Found, USA
Latest filing:Jun 30, 2025
Mark B. Elefante concentrates his practice in the areas of real estate and business law, and also serves as a private fiduciary for family trusts.
Investment Strategy
Not Found
Latest 13F Filing Activity
Elefante Mark B filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $133M. The fund increased holdings in Nvidia Corp., Microsoft, Amazon.com among other positions. Elefante Mark B reduced exposure to Fiserv, Unitedhealth Group, Ball Corp. among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 5.71% | $7.6M | 48,115 | $132.28 | $157.99 | +$2.3M |
M MSFT | MICROSOFT | 5.04% | $6.7M | 13,490 | $414.68 | $497.41 | +$1.7M |
M MA | MASTERCARD | 4.74% | $6.3M | 11,224 | $530.93 | $561.94 | -$360.1K |
A AAPL | APPLE | 4.67% | $6.2M | 30,309 | $246.68 | $205.17 | -$565.1K |
| ALPHABET INC CL A | 4.59% | $6.1M | 34,666 | $184.00 | $176.23 | +$836.6K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+13.3%
PHARMACEUTICAL PREPARATIONS
+10.3%
SERVICES-BUSINESS SERVICES, NEC
+8.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.4%
SERVICES-PREPACKAGED SOFTWARE
+6.3%
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