Dempze Nancy E

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$206,510
Net value change ($000)
-2,483 (-1.2%)
New positions
2
Sold out positions
6
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 2,812 37.7%
AAPL 1,250 13.2%
NVDA 1,151 10.3%
SPOT 1,009 NEW
ADP 619 15.7%
DHR 600 16.3%
XOM 588 NEW
VRTX 519 12.6%
CVX 499 20.6%
MA 423 7.5%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -2,972 -31.5%
LLY -1,810 -94.3%
ATR -1,388 -48.0%
HD -941 -19.0%
TJX -787 -13.7%
GOOGL -783 -6.9%
ROK -711 -12.8%
AMD -641 -6.0%
XOM -530 -100.0%
XYL -495 -14.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type