Elefante-Mark-B

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ATR",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "CP.TO",
  "HON",
  "HD",
  "UNP",
  null,
  "MA",
  "MDT",
  "MSFT",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PG",
  "MRK",
  "MKC",
  "ROK",
  null,
  null,
  "RTX",
  "SYK",
  "TJX",
  "UBER",
  "VRTX",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "NVO",
  "AMZN",
  "V",
  "XYL",
  "CRM",
  "KMB",
  "ADP",
  "BALL",
  "BRK-B",
  "BDX",
  "CNI",
  "CARR",
  "CVX",
  "COST",
  "DHR",
  "ADI",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 215
Total Value: 126205306
Accession Number: 0001661535-25-000001
Form Type: 13F-HR
CIK: elefante-mark-b
Manager Name: Elefante-Mark-B

Data Enrichment

94% identified

203 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

215 positions • $126.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMPHENOL CORP /DE/

APH|032095101

Shares:6.9K

Value:$452.2K

% of Portfolio:0.4% ($452.2K/$126.2M)

Uber Technologies, Inc

UBER|90353T100

Shares:6.2K

Value:$450.3K

% of Portfolio:0.4% ($450.3K/$126.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.0K

Value:$448.2K

% of Portfolio:0.4% ($448.2K/$126.2M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:5.1K

Value:$360.9K

% of Portfolio:0.3% ($360.9K/$126.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.5K

Value:$354.4K

% of Portfolio:0.3% ($354.4K/$126.2M)

ADOBE INC.

ADBE|00724F101

Shares:901

Value:$345.6K

% of Portfolio:0.3% ($345.6K/$126.2M)

STRYKER CORP

SYK|863667101

Shares:910

Value:$338.7K

% of Portfolio:0.3% ($338.7K/$126.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:592

Value:$315.3K

% of Portfolio:0.2% ($315.3K/$126.2M)

00771X419

Shares:18.6K

Value:$307.5K

% of Portfolio:0.2% ($307.5K/$126.2M)

00171A878

Shares:30.0K

Value:$290.9K

% of Portfolio:0.2% ($290.9K/$126.2M)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$253.5K

% of Portfolio:0.2% ($253.5K/$126.2M)

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$230.4K

% of Portfolio:0.2% ($230.4K/$126.2M)

Medtronic plc

MDT|G5960L103

Shares:2.4K

Value:$213.0K

% of Portfolio:0.2% ($213.0K/$126.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:786

Value:$211.5K

% of Portfolio:0.2% ($211.5K/$126.2M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.5K

Value:$209.1K

% of Portfolio:0.2% ($209.1K/$126.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:360

Value:$201.4K

% of Portfolio:0.2% ($201.4K/$126.2M)

AFLAC INC

AFL|001055102

Shares:1.8K

Value:$200.1K

% of Portfolio:0.2% ($200.1K/$126.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMPHENOL CORP /DE/(APHcusip032095101)	6.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$452.2K	0.4% ($452.2K/$126.2M)	QoQ -5.55% (-$26.6K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	6.2K	QoQ NEW(+6.2K) YoY-	All Managers (Combined)	$450.3K	0.4% ($450.3K/$126.2M)	QoQ NEW(+$450.3K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	5.0K	QoQ +47.15% (+1.6K) YoY-	All Managers (Combined)	$448.2K	0.4% ($448.2K/$126.2M)	QoQ +32.77% (+$110.6K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	5.1K	QoQ NEW(+5.1K) YoY-	All Managers (Combined)	$360.9K	0.3% ($360.9K/$126.2M)	QoQ NEW(+$360.9K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.5K	QoQ -11.76% (-200) YoY-	All Managers (Combined)	$354.4K	0.3% ($354.4K/$126.2M)	QoQ -8.59% (-$33.3K) YoY-
ADOBE INC.(ADBEcusip00724F101)	901	QoQ +4.04% (-35) YoY-	All Managers (Combined)	$345.6K	0.3% ($345.6K/$126.2M)	QoQ -10.26% (-$39.5K) YoY-
STRYKER CORP(SYKcusip863667101)	910	QoQ -2.67% (-25) YoY-	All Managers (Combined)	$338.7K	0.3% ($338.7K/$126.2M)	QoQ +0.62% (-$2.1K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	592	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$315.3K	0.2% ($315.3K/$126.2M)	QoQ +17.49% (+$46.9K) YoY-
(cusip00771X419)✕	18.6K	QoQ +0.94% (+175) YoY-	All Managers (Combined)	$307.5K	0.2% ($307.5K/$126.2M)	QoQ +0.64% (+$2.0K) YoY-
(cusip00171A878)✕	30.0K	QoQ +4.89% (+1.4K) YoY-	All Managers (Combined)	$290.9K	0.2% ($290.9K/$126.2M)	QoQ +1.64% (+$4.7K) YoY-
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$253.5K	0.2% ($253.5K/$126.2M)	QoQ +8.19% (+$19.2K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ -6.34% (-100) YoY-	All Managers (Combined)	$230.4K	0.2% ($230.4K/$126.2M)	QoQ -23.17% (-$69.5K) YoY-
Medtronic plc(MDTcusipG5960L103)	2.4K	QoQ -55.46% (-3.0K) YoY-	All Managers (Combined)	$213.0K	0.2% ($213.0K/$126.2M)	QoQ -49.90% (-$212.2K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	786	QoQ NEW(+786) YoY-	All Managers (Combined)	$211.5K	0.2% ($211.5K/$126.2M)	QoQ NEW(+$211.5K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$209.1K	0.2% ($209.1K/$126.2M)	QoQ NEW(+$209.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	360	QoQ -29.41% (-150) YoY-	All Managers (Combined)	$201.4K	0.2% ($201.4K/$126.2M)	QoQ -32.62% (-$97.5K) YoY-
AFLAC INC(AFLcusip001055102)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$200.1K	0.2% ($200.1K/$126.2M)	QoQ NEW(+$200.1K) YoY-