Elefante Mark B

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$181,813
Net value change ($000)
+18,609 (11.4%)
New positions
4
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
ADI 1,880 27.9%
JNJ 1,738 37.4%
AMAT 1,730 70.9%
NEE 1,289 81.5%
TJX 1,251 20.4%
SCHW 1,069 53.0%
WCN 970 NEW
CVX 919 28.2%
ATR 851 21.8%
AXP 789 32.1%
Top Reduces (Value $000, Stocks/ETFs)
UNH -1,337 -57.9%
MSFT -685 -8.8%
MKC -395 -84.2%
FISV -379 -24.8%
ADP -362 -7.1%
V -331 -51.4%
NVO -273 -100.0%
RELX -237 -100.0%
ABT -170 -3.0%
NSRGY -109 -17.0%
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