Elefante Mark B

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$232,218
Net value change ($000)
+50,405 (27.7%)
New positions
5
Sold out positions
3
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
AMD 11,664 208.8%
AMAT 4,847 116.2%
NVDA 3,880 39.8%
GOOGL 3,599 29.9%
ROK 2,746 52.2%
AAPL 2,629 26.5%
LLY 2,422 5265.2%
ADI 1,660 19.2%
AMZN 1,590 22.8%
SBGSY 1,516 31.7%
Top Reduces (Value $000, Stocks/ETFs)
PG -3,082 -97.6%
CARR -1,769 -84.7%
HON -1,027 -100.0%
UNH -973 -100.0%
FISV -913 -79.4%
CVX -275 -6.6%
XOM -249 -19.4%
ABT -248 -4.5%
PEP -145 -32.5%
MKC -74 -100.0%
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