Mark B Elefante - Portfolio overview

Mark B Elefante has 59 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. PG - PROCTER & GAMBLE, 7.77%
2. ADI - ANALOG DEVICES, 6.89%
3. SBGSY - SCHNEIDER ELEC SA ADR, 6.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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