Fund Holdings

Dempze Nancy E

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLIED MATERIAL012,608+12,60804,309,2872.37%+4,309,287
ANALOG DEVICES(ADI)023,551+23,55107,492,5154.11%+7,492,515
JOHNSON AND JOHNSON(JNJ)022,097+22,09705,401,3902.97%+5,401,390
CHEVRON(CVX)014,290+14,29002,956,6001.62%+2,956,600
NEXTERA ENERGY(NEE)013,566+13,56601,260,0110.69%+1,260,011
WASTE CONNECTIONS INC NEW(WCN)03,340+3,3400542,5490.30%+542,549
BROADCOM INC(AVGO)02,962+2,9620916,7680.50%+916,768
CHARLES SCHWAB(SCHW)025,643+25,64302,409,9291.32%+2,409,929
VERTEX PHARMACEUTICALS(VRTX)07,810+7,81003,487,4761.92%+3,487,476
APTARGROUP025,202+25,20203,175,9561.74%+3,175,956
UBER TECHNOLOGIES INC(UBER)033,914+33,91402,439,4331.34%+2,439,433
BROOKFIELD RENEWABLE ENERGY PA07,250+7,2500236,6400.13%+236,640
TJX COS(TJX)037,770+37,77006,031,8693.31%+6,031,869
PROCTER & GAMBLE(PG)027,311+27,31103,944,8012.17%+3,944,801
RTX CORPORATION(RTX)032,501+32,50106,269,4423.44%+6,269,442
EXXON MOBIL(XOM)03,875+3,8750657,4320.36%+657,432
GQG PARTNERS EMERGING MARKETS0128,939+128,93902,345,4081.29%+2,345,408
CANADIAN PACIFIC KANSAS CITY L(CP)07,466+7,4660587,2750.32%+587,275
COSTCO WHOLESALE(COST)0718+7180715,4370.39%+715,437
AMG RIVER ROAD SMALL-MID CAP V0252,648+252,64802,470,8961.36%+2,470,896
HONEYWELL INTL(HON)01,505+1,5050340,1750.19%+340,175
WASTE MANAGEMENT INC(WM)04,142+4,1420951,7900.52%+951,790
TEXAS INSTRUMENTS(TXN)01,615+1,6150313,5360.17%+313,536
WAL-MART STORES(WMT)02,172+2,1720269,9360.15%+269,936
VANGUARD PACIFIC STOCK INDEX F02,763+2,7630332,6090.18%+332,609
SPROTT GOLD MINERS ETF03,250+3,2500245,3420.13%+245,342
WABTEC(WAB)02,950+2,9500737,2340.40%+737,234
VANGUARD SMALL CAP INDEX FD AD03,590+3,5900450,4220.25%+450,422
COLGATE-PALMOLIVE(CL)02,950+2,9500251,4280.14%+251,428
MERCK(MRK)05,455+5,4550656,1810.36%+656,181
VANGUARD EMERGING MARKETS STOC06,893+6,8930306,8160.17%+306,816
ROBECO BOSTON PARTNERS LONG SH012,962+12,9620180,6880.10%+180,688
AMERICAN EXPRESS(AXP)09,789+9,78902,960,9781.63%+2,960,978
FPA CRESCENT FUND05,135+5,1350217,8850.12%+217,885
AMGEN INC(AMGN)01,160+1,1600408,1460.22%+408,146
VANGUARD EUROPEAN STOCK INDEX02,822+2,8220290,5690.16%+290,569
BANCO SANTANDER SA(SAN)010,434+10,4340117,6960.06%+117,696
PEPSICO(PEP)01,870+1,8700290,3930.16%+290,393
GOLDMAN SACHS GROUP(GS)0250+2500211,4970.12%+211,497
CINNCINNATI FINL(CINF)01,500+1,5000236,0250.13%+236,025
VANGUARD STAR FD031,272+31,2720891,8680.49%+891,868
VANGUARD TOTAL STOCK MARKET IN02,887+2,8870451,0000.25%+451,000
VANGUARD 500 INDEX FD ADMIRAL0815+8150491,0130.27%+491,013
AMPHENOL02,746+2,7460346,9570.19%+346,957
VANGUARD DIVIDEND APPRECIATION06,231+6,23101,340,0390.74%+1,340,039
OAKMARK INTL FD014,221+14,2210432,4490.24%+432,449
ISHARES RUSSELL 300002,102+2,1020779,1690.43%+779,169
ILLINOIS TOOL WORKS(ITW)01,180+1,1800307,1430.17%+307,143
SCHNEIDER ELEC SA ADR089,775+89,77504,886,4542.68%+4,886,454
VANGUARD INDEX FDS S&P 500 ETF0390+3900233,0440.13%+233,044
WCM FOCUSED INTERNATIONAL GROW022,100+22,1000542,9930.30%+542,993
EXELIXIS INC(EXEL)018,500+18,5000793,4650.44%+793,465
T ROWE PRICE DIVIDEND GROWTH F02,736+2,7360221,2680.12%+221,268
ISHARES RUSSELL 1000 GROWTH01,500+1,5000639,6000.35%+639,600
MORNINGSTAR, INC(MORN)01,494+1,4940252,5610.14%+252,561
ABBVIE(ABBV)06,686+6,68601,454,1380.80%+1,454,138
S&P GLOBAL INC COM(SPGI)0800+8000340,2720.19%+340,272
ADVANCED DRAINAGE SYSTEMS INC(WMS)03,250+3,2500445,6720.24%+445,672
T ROWE PRICE INST LARGE-CAP GR07,707+7,7070579,8350.32%+579,835
SOMNIGROUP INTERNATIONAL INC(SGI)05,300+5,3000391,7760.22%+391,776
BERKSHIRE HATHAWAY CL B03,301+3,30101,581,8390.87%+1,581,839
CARRIER GLOBAL(CARR)012,584+12,5840708,6050.39%+708,605
MORGAN STANLEY(MS)08,583+8,58301,412,5040.78%+1,412,504
AIG INC03,000+3,0000225,7500.12%+225,750
HOME DEPOT(HD)013,780+13,78004,532,1052.49%+4,532,105
CANADIAN NATL RAILWAY(CNI)018,250+18,25001,875,5521.03%+1,875,552
ALPHABET INC CL C(GOOG)04,405+4,40501,263,6180.69%+1,263,618
JPMORGAN CHASE(JPM)05,228+5,22801,537,8680.84%+1,537,868
REGENERON PHARMACEUTICALS INC(REGN)0500+5000386,3200.21%+386,320
VANGUARD DIVIDEND GROWTH040,634+40,63401,178,7860.65%+1,178,786
ADVANCED MICRO DEVICES(AMD)019,924+19,92404,053,1392.23%+4,053,139
WELLS FARGO(WFC)04,000+4,0000318,4400.17%+318,440
VANGUARD INTERMEDIATE-TERM TAX000000
WALKER & DUNLOP INC(WD)07,300+7,3000323,9740.18%+323,974
COMCAST CORP NEW CL A(CCZ)000000
CHUBB LIMITED02,800+2,8000912,6040.50%+912,604
ZSCALER INC(ZS)000000
DISNEY(DIS)000000
DEVON ENERGY(DVN)000000
MOODYS CORPORATION(MCO)01,200+1,2000523,5000.29%+523,500
UNION PACIFIC(UNP)000000
RELX PLC(RELX)000000
GLOBAL PAYMENTS(GPN)010,950+10,9500736,9350.40%+736,935
INTL BUSINESS MACH(IBM)05,460+5,46001,323,4490.73%+1,323,449
ROCKWELL AUTOMATION(ROK)011,317+11,31704,061,4452.23%+4,061,445
AMAZON.COM(AMZN)029,017+29,01706,043,3703.32%+6,043,370
XYLEM INC(XYL)028,882+28,88203,451,3971.90%+3,451,397
FISERV(FISV)016,520+16,5200921,8160.51%+921,816
VISA(V)07,449+7,44902,251,3861.24%+2,251,386
APPLE(AAPL)032,597+32,59708,272,7924.54%+8,272,792
DANAHER CORP(DHR)020,879+20,87903,958,6592.17%+3,958,659
MCCORMICK & CO(MKC)000000
NVIDIA CORP(NVDA)057,128+57,12809,963,1235.47%+9,963,123
ELI LILLY & CO(LLY)05,631+5,63105,179,2262.84%+5,179,226
MASTERCARD(MA)010,599+10,59905,295,8952.91%+5,295,895
ABBOTT LABS044,350+44,35004,553,4152.50%+4,553,415
AUTOMATIC DATA PROCESSING017,503+17,50303,556,2611.95%+3,556,261
ALPHABET INC CL A(GOOG)032,488+32,48809,342,2505.13%+9,342,250
UNITEDHEALTH GROUP(UNH)07,685+7,68502,079,4841.14%+2,079,484
MICROSOFT(MSFT)018,954+18,95407,016,2023.85%+7,016,202
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