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Home > Institutional Investor > Dempze Nancy E > Profile

Instuitional Investor - Dempze Nancy E

Fund Profile
Filing Period:
Fund Name: Dempze Nancy E
Portfolio Value $166,551,440
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 64,591 $7,000,372 4.2%
2.
Apple Inc.
 AAPL 31,348 $6,963,331 4.18%
3.
Mastercard Inc
 MA 11,091 $6,079,200 3.65%
4.
Microsoft Corp
 MSFT 15,724 $5,902,633 3.54%
5.
Fiserv Inc
 FI 26,602 $5,874,520 3.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)