Elefante Mark B

Est. AUM

$181.8M

13F long equity, this entity only

Positions

187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ASML HOLDING NV	COM	$991K	750	0.55%	DFND
2	AMPHENOL	COM	$751K	5943	0.41%	SOLE
3	CROWDSTRIKE HOLDINGS INC	COM	$579K	1483	0.32%	DFND
4	UNION PACIFIC	COM	$364K	1500	0.20%	SOLE
5	VISA	COM	$313K	1035	0.17%	SOLE
6	CHEVRON	COM	$306K	1480	0.17%	DFND
7	DEERE & CO	COM	$296K	525	0.16%	SOLE
8	ECOLAB INC	COM	$266K	1000	0.15%	SOLE
9	BERKSHIRE HATHAWAY CL B	COM	$218K	455	0.12%	DFND
10	DOVER CORP	COM	$208K	1000	0.11%	SOLE
11	NOVOZYMES A S DKK 2.0	COM	$177K	3000	0.10%	DFND
12	ALPHABET INC CL A	COM	$152K	530	0.08%	DFND
13	NVIDIA CORP	COM	$148K	850	0.08%	DFND
14	APPLE	COM	$118K	465	0.06%	DFND
15	MICROSOFT	COM	$111K	300	0.06%	DFND
16	ANALOG DEVICES	COM	$107K	335	0.06%	DFND
17	UNITEDHEALTH GROUP	COM	$104K	385	0.06%	DFND
18	JOHNSON AND JOHNSON	COM	$92K	375	0.05%	DFND
19	TJX COS	COM	$89K	560	0.05%	DFND
20	ABBVIE	COM	$87K	400	0.05%	DFND
21	ALPHABET INC CL C	COM	$86K	300	0.05%	DFND
22	MASTERCARD	COM	$85K	170	0.05%	DFND
23	AMAZON.COM	COM	$84K	405	0.05%	DFND
24	PROCTER &amp;amp; GAMBLE	COM	$76K	525	0.04%	DFND
25	ABBOTT LABS	COM	$74K	725	0.04%	DFND
26	RTX CORPORATION	COM	$68K	350	0.04%	DFND
27	HOME DEPOT	COM	$67K	205	0.04%	DFND
28	ROCKWELL AUTOMATION	COM	$66K	185	0.04%	DFND
29	SCHNEIDER ELEC SA ADR	COM	$64K	1180	0.04%	DFND
30	JPMORGAN CHASE	COM	$59K	200	0.03%	DFND
31	AUTOMATIC DATA PROCESSING	COM	$59K	290	0.03%	DFND
32	DANAHER CORP	COM	$57K	300	0.03%	DFND
33	CANADIAN NATL RAILWAY	COM	$54K	525	0.03%	DFND
34	AMG RIVER ROAD SMALL-MID CAP V	Equity Mutual Fu	$53K	5401	0.03%	DFND
35	EXXON MOBIL	COM	$51K	300	0.03%	DFND
36	XYLEM INC	COM	$51K	430	0.03%	DFND
37	HONEYWELL INTL	COM	$50K	220	0.03%	DFND
38	APPLIED MATERIAL	COM	$50K	145	0.03%	DFND
39	ELI LILLY &amp;amp; CO	COM	$46K	50	0.03%	DFND
40	GQG PARTNERS EMERGING MARKETS	Equity Mutual Fu	$45K	2485	0.02%	DFND
41	MERCK	COM	$42K	350	0.02%	DFND
42	STRYKER CORP	COM	$41K	125	0.02%	DFND
43	VERTEX PHARMACEUTICALS	COM	$38K	85	0.02%	DFND
44	CHARLES SCHWAB	COM	$33K	350	0.02%	DFND
45	UBER TECHNOLOGIES INC	COM	$33K	455	0.02%	DFND
46	PEPSICO	COM	$31K	200	0.02%	DFND
47	AMERICAN EXPRESS	COM	$30K	100	0.02%	DFND
48	COSTCO WHOLESALE	COM	$26K	26	0.01%	DFND
49	ADVANCED MICRO DEVICES	COM	$25K	125	0.01%	DFND
50	CANADIAN PACIFIC KANSAS CITY L	COM	$24K	305	0.01%	DFND

1–50 of 58

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.