Notis-McConarty Edward
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 231,459
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 74 | 231,459 | 13F-HR | Notis-McConarty Edward |
| Q1 2026 | 5/8/2026 | 81 | 201,261 | 13F-HR/A - RESTATEMENT | Notis-McConarty Edward |
| Q1 2026 | 5/8/2026 | 75 | 218,917 | 13F-HR | Notis-McConarty Edward |
| Q4 2025 | 2/17/2026 | 84 | 215,645 | 13F-HR | Notis-McConarty Edward |
| Q3 2025 | 11/10/2025 | 75 | 214,957 | 13F-HR | Notis-McConarty Edward |
| Q2 2025 | 7/23/2025 | 78 | 205,230 | 13F-HR | Notis-McConarty Edward |
| Q2 2014 | 7/23/2014 | 118 | 151,133 | 13F-HR | Notis-McConarty Edward |
| Q1 2014 | 5/29/2014 | 111 | 143,490 | 13F-HR | Notis-McConarty Edward |
| Q4 2013 | 5/28/2014 | 111 | 142,651 | 13F-HR | Notis-McConarty Edward |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230.5 K | 99.6% | 30.06 K | 0 | 30.06 K |
| ETFs | 977 | 0.4% | 134 | 0 | 134 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
231,459
Holdings
74
QoQ value change ($000)
30,198
(15.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.