Dempze Nancy E
Annual return '25
+0.2%
SPY '25
+17.7%
Alpha
-17.5ptsvs SPY
Invested
$182.1M
Holdings
92
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Sold 12.5% (3.88M → 3.40M shares)
5.5%
02
$GOOGL
ALPHABET INC CL A
Q1 2026: Increased +26.2% (669.4k → 845.1k shares)
5.1%
03
$AAPL
APPLE
Q1 2026: Sold 20.1% (1.58M → 1.26M shares)
4.5%
04
$ADI
ANALOG DEVICES
Q1 2026: Sold 0.7% (20.2k → 20.0k shares)
4.1%
05
$MSFT
MICROSOFT
Q1 2026: Sold 35.4% (752.8k → 486.6k shares)
3.9%
06
$RTX
RTX CORPORATION
Q1 2026: Increased +272.5% (55.0k → 204.7k shares)
3.4%
07
$AMZN
AMAZON.COM
Q1 2026: Sold 40.3% (779.0k → 465.1k shares)
3.3%
08
$TJX
TJX COS
Q1 2026: Increased +87.5% (45.6k → 85.5k shares)
3.3%
09
$JNJ
JOHNSON AND JOHNSON
Q1 2026: Sold 59.2% (242.0k → 98.8k shares)
3.0%
10
$MA
MASTERCARD
Q1 2026: Sold 0.7% (33.6k → 33.4k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.