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
Top Buys
N
NVDANVIDIA CORP+$2.3M
M
MSFTMICROSOFT+$1.7M
A
AMZNAMAZON.COM+$852.5K
G
GOOGLALPHABET INC CL A+$836.6K
A
ADIANALOG DEVICES+$825.1K
Top Sells
F
FIFISERV-$1.4M
U
UNHUNITEDHEALTH GROUP-$1.1M
B
BALLBALL CORP-$939.3K
B
BDXBECTON DICKINSON-$608.8K
A
AAPLAPPLE-$565.1K
Top Holdings
N
NVDANVIDIA CORP+5.7%$7.6M
M
MSFTMICROSOFT+5.0%$6.7M
M
MAMASTERCARD+4.7%$6.3M
A
AAPLAPPLE+4.7%$6.2M
G
GOOGLALPHABET INC CL A+4.6%$6.1M
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 |
G GOOGL | ALPHABET INC CL A | 4.59% | $6.1M | 34,666 | $184.00 | $176.23 | +$836.6K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+12.7%
PHARMACEUTICAL PREPARATIONS
+10.7%
SERVICES-BUSINESS SERVICES, NEC
+9.7%
SERVICES-PREPACKAGED SOFTWARE
+6.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.0%