Dempze Nancy E
SEC Form 13F institutional filer · CIK 0001592614
13F-HR · 61 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
45.8%
Dempze Nancy E — $155M AUM allocation strategy
Dempze Nancy E files SEC Form 13F and reports $155M of long US equity value across 61 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 26.5%, followed by Health Care 14.5% and Consumer Discretionary 10.7%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Dempze Nancy E — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$155M
total across 61 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UBER +7.12K sh · +$250K+$SCHW +5.38K sh · +$386K+$NEE +4.95K sh · +$568K
Biggest trims (shares)
−$FISV −4K sh · −$457K−$UNH −2.78K sh · −$1.38M−$CARR −2.77K sh · −$103K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$MKC ($677K last qtr)$UNP ($268K last qtr)$DVN ($256K last qtr)$DIS ($228K last qtr)$CMCSA ($207K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.9%—
- Pharmaceuticals6.8%—
- Interactive Media & Services6.0%—
- Technology Hardware, Storage & Peripherals5.3%—
- Systems Software4.5%—
- Aerospace & Defense4.1%—
- Broadline Retail3.9%—
- Apparel Retail3.8%—
- Other holdings51.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 57.1K | $9.96M | -114 | 6.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 32.5K | $9.34M | -1.35K | 6.0% |
| $AAPL | Apple Inc | 32.6K | $8.27M | +299 | 5.3% |
| $ADI | Analog Devices Inc | 23.6K | $7.49M | +106 | 4.8% |
| $MSFT | Microsoft Corporation | 19K | $7.02M | +463 | 4.5% |
| $RTX | RTX Corporation | 32.5K | $6.27M | -633 | 4.0% |
| $AMZN | Amazon.com Inc | 29K | $6.04M | +1.03K | 3.9% |
| $TJX | TJX Companies Inc | 37.8K | $6.03M | -2 | 3.9% |
| $JNJ | Johnson & Johnson | 22.1K | $5.4M | -13 | 3.5% |
| $MA | Mastercard Incorporated | 10.6K | $5.3M | +31 | 3.4% |
…and 51 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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