Elefante Mark B 13F Holdings

Disclosed positions

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ADVANCED MICRO DEVICES	AMD	COM	$17,249,542	29,694	SH	None
ALPHABET INC CL A	GOOGL	COM	$15,628,862	43,733	SH	None
NVIDIA CORP	NVDA	COM	$13,629,130	68,115	SH	None
APPLE	AAPL	COM	$12,548,386	43,366	SH	None
ANALOG DEVICES	ADI	COM	$10,283,526	25,892	SH	None
APPLIED MATERIAL	AMAT	COM	$9,017,979	12,473	SH	None
AMAZON.COM	AMZN	COM	$8,574,282	35,975	SH	None
MASTERCARD	MA	COM	$8,371,680	16,300	SH	None
MICROSOFT	MSFT	COM	$8,145,264	21,836	SH	None
ROCKWELL AUTOMATION	ROK	COM	$8,010,889	16,181	SH	None
TJX COS	TJX	COM	$7,471,979	49,320	SH	None
JOHNSON AND JOHNSON	JNJ	COM	$7,285,384	28,686	SH	None
RTX CORPORATION	RTX	COM	$6,533,921	34,438	SH	None
SCHNEIDER ELEC SA ADR	Unresolved	COM	$6,292,411	96,539	SH	None
AUTOMATIC DATA PROCESSING	ADP	COM	$5,801,648	25,906	SH	None
HOME DEPOT	HD	COM	$5,518,736	15,648	SH	None
DANAHER CORP	DHR	COM	$5,372,298	28,204	SH	None
ABBOTT LABS	ABT	COM	$5,302,300	58,434	SH	None
APTARGROUP	ATR	COM	$4,923,740	39,327	SH	None
VERTEX PHARMACEUTICALS	VRTX	COM	$4,612,138	9,285	SH	None
XYLEM INC	XYL	COM	$4,531,817	38,337	SH	None
AMERICAN EXPRESS	AXP	COM	$4,498,049	13,298	SH	None
CANADIAN NATL RAILWAY	CNI	COM	$4,136,793	34,693	SH	None
CHEVRON	CVX	COM	$3,899,338	23,524	SH	None
CHARLES SCHWAB	SCHW	COM	$3,895,086	42,214	SH	None
NEXTERA ENERGY	NEE	COM	$3,499,127	39,867	SH	None
UBER TECHNOLOGIES INC	UBER	COM	$3,257,013	45,136	SH	None
PROCTER & GAMBLE	PG	COM	$3,162,732	21,568	SH	None
ELI LILLY & CO	LLY	COM	$2,972,188	2,478	SH	None
ELI LILLY & CO	LLY	COM	$2,468,427	2,058	SH	None
PROCTER & GAMBLE	PG	COM	$2,309,873	15,752	SH	None
ASML HOLDING NV	ASML	COM	$2,126,129	1,084	SH	None
BROADCOM INC	AVGO	COM	$2,114,267	5,597	SH	None
WASTE CONNECTIONS INC NEW	WCN	COM	$2,077,125	12,461	SH	None
CROWDSTRIKE HOLDINGS INC	CRWD	COM	$1,681,961	2,204	SH	None
ABBVIE	ABBV	COM	$1,155,027	4,590	SH	None
EXXON MOBIL	XOM	COM	$1,032,236	7,550	SH	None
AMPHENOL	APH	COM	$975,579	5,533	SH	None
VISA	V	COM	$874,879	2,550	SH	None
GQG PARTNERS EMERGING MARKETS	Unresolved	Equity Mutual Fu	$838,405	45,246	SH	None
AMG RIVER ROAD SMALL-MID CAP V	Unresolved	Equity Mutual Fu	$832,293	78,815	SH	None
NESTLE SA ADR	NSRGY	COM	$824,601	8,030	SH	None
BERKSHIRE HATHAWAY CL B	BRK.B	COM	$645,503	1,290	SH	None
MERCK	MRK	COM	$616,800	4,800	SH	None
CANADIAN PACIFIC KANSAS CITY L	CP	COM	$597,105	6,891	SH	None
COSTCO WHOLESALE	COST	COM	$596,830	638	SH	None
HONEYWELL INTL	HON	COM	$530,419	2,369	SH	None
HONEYWELL AEROSPACE INC	HONA	COM	$523,739	2,369	SH	None
UNION PACIFIC	UNP	COM	$408,000	1,500	SH	None
ELI LILLY &amp; CO	LLY	COM	$401,809	335	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.