Elefante Mark B holds a diversified book of 60 reported positions worth $232.2M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Analog Devices Inc. Their largest long position is Advanced Micro Devices at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+16.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Elefante Mark B's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+4 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Elefante Mark B
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Delaney Dennis R | 47 / 60 | $308.7M |
| Kidder Stephen W | 49 / 60 | $378.7M |
| Puzo Michael J | 47 / 60 | $370.3M |
| Swiss Re Ltd | 48 / 60 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 60 | $160.6M |
| Notis-McConarty Edward | 42 / 60 | $217.0M |
| Somerville Kurt F | 52 / 60 | $390.0M |
| New World Advisors LLC | 32 / 60 | $526.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Elefante Mark B: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Advanced Micro Devices COM | $17.2M | 29.7K | 7.4% | ▲+8.1% Added · +2K sh | |
| 2 | Alphabet Inc CL A COM | $15.6M | 43.7K | 6.7% | ▲+4.5% Added · +2K sh | |
| 3 | Nvidia Corp COM | $13.6M | 68.1K | 5.9% | ▲+22% Added · +12K sh | |
| 4 | APPLE COM | $12.5M | 43.4K | 5.4% | ▲+11% Added · +4K sh | |
| 5 | Analog Devices COM | $10.3M | 25.9K | 4.4% | ▼−4.5% Reduced · −1K sh | |
| 6 | Applied Material COM | $9.0M | 12.5K | 3.9% | ▲+2.2% Added · +269 sh | |
| 7 | Amazon.com COM | $8.6M | 36.0K | 3.7% | ▲+7.3% Added · +2K sh | |
| 8 | Mastercard COM | $8.4M | 16.3K | 3.6% | ▲+11% Added · +2K sh | |
| 9 | Microsoft COM | $8.1M | 21.8K | 3.5% | ▲+14% Added · +3K sh | |
| 10 | Rockwell Automation COM | $8.0M | 16.2K | 3.4% | ▲+10% Added · +2K sh | |
| 11 | TJX Cos COM | $7.5M | 49.3K | 3.2% | ▲+6.9% Added · +3K sh | |
| 12 | Johnson And Johnson COM | $7.3M | 28.7K | 3.1% | ▲+9.8% Added · +3K sh | |
| 13 | RTX Corporation COM | $6.5M | 34.4K | 2.8% | ▲+12% Added · +4K sh | |
| 14 | Schneider Elec Sa ADR COM | $6.3M | 96.5K | 2.7% | ▲+10% Added · +9K sh | |
| 15 | Eli Lilly & Co COM | $5.9M | 4.9K | 2.5% | ▲+22% Added · +890 sh | |
| 16 | Procter & Gamble COM | $5.9M | 40.1K | 2.5% | ▲+8.3% Added · +3K sh | |
| 17 | Automatic Data Processing COM | $5.8M | 25.9K | 2.5% | ▲+11% Added · +2K sh | |
| 18 | Home Depot COM | $5.5M | 15.6K | 2.4% | ▲+11% Added · +2K sh | |
| 19 | Danaher Corp COM | $5.4M | 28.2K | 2.3% | ▲+6.0% Added · +2K sh | |
| 20 | Abbott Labs COM | $5.3M | 58.4K | 2.3% | ▲+8.1% Added · +4K sh | |
| 21 | Aptargroup COM | $4.9M | 39.3K | 2.1% | ▲+4.1% Added · +2K sh | |
| 22 | Vertex Pharmaceuticals COM | $4.6M | 9.3K | 2.0% | ▲+14% Added · +1K sh | |
| 23 | Xylem Inc COM | $4.5M | 38.3K | 2.0% | ▲+9.4% Added · +3K sh | |
| 24 | American Express COM | $4.5M | 13.3K | 1.9% | ▲+24% Added · +3K sh | |
| 25 | Canadian Natl Railway COM | $4.1M | 34.7K | 1.8% | ▲+12% Added · +4K sh | |
| 26 | Chevron COM | $3.9M | 23.5K | 1.7% | ▲+17% Added · +3K sh | |
| 27 | Charles Schwab COM | $3.9M | 42.2K | 1.7% | ▲+29% Added · +9K sh | |
| 28 | NextEra Energy COM | $3.5M | 39.9K | 1.5% | ▲+29% Added · +9K sh | |
| 29 | Uber Technologies Inc COM | $3.3M | 45.1K | 1.4% | ▲+17% Added · +7K sh | |
| 30 | ASML Holding NV COM | $2.1M | 1.1K | 0.9% | ▲+19% Added · +176 sh | |
| 31 | Broadcom Inc COM | $2.1M | 5.6K | 0.9% | ▲+82% Added · +3K sh | |
| 32 | Waste Connections Inc New COM | $2.1M | 12.5K | 0.9% | ▲+109% Added · +6K sh | |
| 33 | Crowdstrike Holdings Inc COM | $1.7M | 2.2K | 0.7% | ▲+31% Added · +516 sh | |
| 34 | Abbvie COM | $1.2M | 4.6K | 0.5% | —Held | |
| 35 | Exxon Mobil COM | $1.0M | 7.5K | 0.4% | —Held | |
| 36 | Amphenol COM | $976K | 5.5K | 0.4% | ▼−6.9% Reduced · −410 sh | |
| 37 | VISA COM | $875K | 2.5K | 0.4% | ▲+146% Added · +2K sh | |
| 38 | GQG Partners Emerging Markets Equity Mutual Fu | $838K | 45.2K | 0.4% | ▲+13% Added · +5K sh | |
| 39 | Amg River Road Small-Mid Cap V Equity Mutual Fu | $832K | 78.8K | 0.4% | ▲+15% Added · +11K sh | |
| 40 | Nestle Sa ADR COM | $825K | 8.0K | 0.4% | ▲+49% Added · +3K sh | |
| 41 | Berkshire Hathaway CL B COM | $646K | 1.3K | 0.3% | ▲+7.0% Added · +85 sh | |
| 42 | MERCK COM | $617K | 4.8K | 0.3% | —Held | |
| 43 | Canadian Pacific Kansas City L COM | $597K | 6.9K | 0.3% | ▲+8.3% Added · +526 sh | |
| 44 | Costco Wholesale COM | $597K | 638 | 0.3% | —Held | |
| 45 | Honeywell Intl COM | $530K | 2.4K | 0.2% | ▲New New position | |
| 46 | Honeywell Aerospace Inc COM | $524K | 2.4K | 0.2% | →Listed Newly reportable | |
| 47 | Union Pacific COM | $408K | 1.5K | 0.2% | —Held | |
| 48 | Ishares S&P 500 COM | $374K | 500 | 0.2% | ▲New New position | |
| 49 | Novozymes A S DKK 2.0 COM | $371K | 5.9K | 0.2% | ▲+74% Added · +3K sh | |
| 50 | Deere & Co COM | $333K | 525 | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.