Notis-McConarty Edward Diversified Active

Location: Boston, MA

CIK: 0001592616 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $216M (100.0% shares, 0.0% debt)

Holdings (72)

GOOGL ALPHABET INC CL A 7.2%
Value $15.44M Shares 49,315 Est. Cost $106.40 Unrealized +168.4%
NVDA NVIDIA CORP 6.4%
Value $13.78M Shares 73,893 Est. Cost $91.93 Unrealized +102.5%
AAPL APPLE 5.6%
Value $11.97M Shares 44,040 Est. Cost $84.44 Unrealized +217.8%
MSFT MICROSOFT 4.9%
Value $10.54M Shares 21,784 Est. Cost $33.80 Unrealized +1381.1%
MA MASTERCARD 4.3%
Value $9.24M Shares 16,186 Est. Cost $150.31 Unrealized +271.9%
RTX RTX CORPORATION 3.9%
Value $8.34M Shares 45,476 Est. Cost $58.48 Unrealized +196.4%
ABT ABBOTT LABS 3.5%
Value $7.586M Shares 60,545 Est. Cost $34.72 Unrealized +266.6%
ADP AUTOMATIC DATA PROCESSING 3.4%
Value $7.358M Shares 28,604 Est. Cost $63.91 Unrealized +314.3%
ADI ANALOG DEVICES 3.4%
Value $7.346M Shares 27,088 Est. Cost $67.42 Unrealized +271.7%
AMZN AMAZON.COM 3.2%
Value $6.976M Shares 30,222 Est. Cost $124.23 Unrealized +84.2%
JNJ JOHNSON AND JOHNSON 3.0%
Value $6.541M Shares 31,606 Est. Cost $74.28 Unrealized +165.2%
TJX TJX COS 2.9%
Value $6.258M Shares 40,741 Est. Cost $54.94 Unrealized +168.8%
ROK ROCKWELL AUTOMATION 2.8%
Value $6.027M Shares 15,490 Est. Cost $110.06 Unrealized +240.9%
PG PROCTER & GAMBLE 2.7%
Value $5.748M Shares 40,111 Est. Cost $62.81 Unrealized +134.3%
DHR DANAHER CORP 2.6%
Value $5.513M Shares 24,084 Est. Cost $75.18 Unrealized +192.0%
ATR APTARGROUP 2.1%
Value $4.619M Shares 37,869 Est. Cost $61.85 Unrealized +98.8%
AMD ADVANCED MICRO DEVICES 2.1%
Value $4.596M Shares 21,462 Est. Cost $118.77 Unrealized +89.1%
SBGSY SCHNEIDER ELEC SA ADR 2.1%
Value $4.545M Shares 82,729 Est. Cost $40.89 Unrealized
XYL XYLEM INC 2.0%
Value $4.314M Shares 31,678 Est. Cost $65.52 Unrealized +119.1%
LLY ELI LILLY & CO 1.7%
Value $3.723M Shares 3,464 Est. Cost $826.18 Unrealized +15.7%
AMAT APPLIED MATERIAL 1.7%
Value $3.685M Shares 14,341 Est. Cost $190.49 Unrealized +25.7%
VRTX VERTEX PHARMACEUTICALS 1.7%
Value $3.561M Shares 7,854 Est. Cost $448.22 Unrealized -3.8%
HD HOME DEPOT 1.6%
Value $3.509M Shares 10,197 Est. Cost $122.62 Unrealized +197.3%
ABBV ABBVIE 1.6%
Value $3.47M Shares 15,187 Est. Cost $36.90 Unrealized +516.7%
JPM JPMORGAN CHASE 1.5%
Value $3.131M Shares 9,718 Est. Cost $83.31 Unrealized +271.5%
CNI CANADIAN NATL RAILWAY 1.4%
Value $3.112M Shares 31,477 Est. Cost $60.16 Unrealized +59.8%
AXP AMERICAN EXPRESS 1.4%
Value $2.939M Shares 7,944 Est. Cost $312.04 Unrealized +14.4%
UNH UNITEDHEALTH GROUP 1.3%
Value $2.906M Shares 8,802 Est. Cost $345.98 Unrealized -2.5%
XOM EXXON MOBIL 1.3%
Value $2.865M Shares 23,810 Est. Cost $52.75 Unrealized +118.9%
SCHW CHARLES SCHWAB 1.2%
Value $2.652M Shares 26,545 Est. Cost $89.51 Unrealized +5.8%
UBER UBER TECHNOLOGIES INC 1.1%
Value $2.402M Shares 29,400 Est. Cost $86.85 Unrealized +3.7%
CARR CARRIER GLOBAL 1.1%
Value $2.365M Shares 44,750 Est. Cost $62.22 Unrealized -10.8%
FISV FISERV 1.1%
Value $2.345M Shares 34,915 Est. Cost $57.32 Unrealized +46.3%
CVX CHEVRON 0.9%
Value $1.902M Shares 12,482 Est. Cost $86.59 Unrealized +74.8%
AVGO BROADCOM INC 0.9%
Value $1.882M Shares 5,439 Est. Cost $142.30 Unrealized +150.9%
MKC MCCORMICK & CO 0.8%
Value $1.801M Shares 26,440 Est. Cost $73.56 Unrealized -10.4%
LOW LOWES COMPANIES 0.7%
Value $1.481M Shares 6,140 Est. Cost $52.17 Unrealized +359.7%
ORCL ORACLE 0.7%
Value $1.403M Shares 7,200 Est. Cost $43.47 Unrealized +447.6%
AMGN AMGEN INC 0.6%
Value $1.305M Shares 3,986 Est. Cost $89.48 Unrealized +253.1%
SYK STRYKER CORP 0.5%
Value $1.092M Shares 3,106 Est. Cost $97.31 Unrealized +273.5%
MRK MERCK 0.5%
Value $1.068M Shares 10,150 Est. Cost $37.22 Unrealized +150.5%
COST COSTCO WHOLESALE 0.5%
Value $986K Shares 1,143 Est. Cost $201.98 Unrealized +348.4%
EMR EMERSON ELECTRIC 0.5%
Value $974K Shares 7,337 Est. Cost $47.81 Unrealized +176.9%
TT TRANE TECHNOLOGIES PLC 0.5%
Value $973K Shares 2,500 Est. Cost $93.73 Unrealized +341.3%
NEE NEXTERA ENERGY 0.4%
Value $957K Shares 11,918 Est. Cost $59.10 Unrealized +39.6%
CSCO CISCO SYS INC 0.3%
Value $703K Shares 9,127 Est. Cost $28.43 Unrealized +159.6%
ECL ECOLAB INC 0.3%
Value $638K Shares 2,430 Est. Cost $123.10 Unrealized +115.9%
GILD GILEAD SCIENCES 0.3%
Value $626K Shares 5,100 Est. Cost $54.79 Unrealized +120.6%
UNP UNION PACIFIC 0.3%
Value $618K Shares 2,670 Est. Cost $82.76 Unrealized +174.7%
IWB ISHARES RUSSELL 1000 0.3%
Value $598K Shares 1,600 Est. Cost $243.47 Unrealized
NSRGY NESTLE SA ADR 0.3%
Value $563K Shares 5,700 Est. Cost $79.35 Unrealized
CP CANADIAN PACIFIC KANSAS CITY L 0.2%
Value $513K Shares 6,965 Est. Cost $76.23 Unrealized -3.4%
IR INGERSOLL RAND INC 0.2%
Value $489K Shares 6,176 Est. Cost $33.31 Unrealized +137.0%
WM WASTE MANAGEMENT INC 0.2%
Value $437K Shares 1,990 Est. Cost $79.68 Unrealized +166.8%
ACN ACCENTURE PLC SHS 0.2%
Value $413K Shares 1,541 Est. Cost $118.74 Unrealized +114.0%
CHD CHURCH & DWIGHT 0.2%
Value $408K Shares 4,861 Est. Cost $45.43 Unrealized +87.7%
INTC INTEL 0.2%
Value $376K Shares 10,200 Est. Cost $19.03 Unrealized +98.5%
WMT WAL-MART STORES 0.2%
Value $338K Shares 3,030 Est. Cost $61.97 Unrealized +73.0%
IBM INTL BUSINESS MACH 0.1%
Value $311K Shares 1,050 Est. Cost $239.40 Unrealized +24.8%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value $304K Shares 604 Est. Cost $283.56 Unrealized +75.5%
FPURX FIDELITY PURITAN 0.1%
Value $302K Shares 11,608 Est. Cost $20.83 Unrealized
EOG EOG RESOURCES 0.1%
Value $299K Shares 2,850 Est. Cost $34.11 Unrealized +214.3%
TXN TEXAS INSTRUMENTS 0.1%
Value $293K Shares 1,690 Est. Cost $37.35 Unrealized +357.1%
SPY SPDR S&P 500 ETF 0.1%
Value $275K Shares 404 Est. Cost $569.71 Unrealized
ALLE ALLEGION PLC 0.1%
Value $271K Shares 1,700 Est. Cost $104.12 Unrealized +60.1%
OKE ONEOK INC 0.1%
Value $259K Shares 3,528 Est. Cost $57.97 Unrealized +21.5%
WCMIX WCM FOCUSED INTERNATIONAL GROW 0.1%
Value $243K Shares 9,750 Est. Cost $26.61 Unrealized
MCD MCDONALDS CORP 0.1%
Value $237K Shares 775 Est. Cost $76.09 Unrealized +301.0%
IP INTL PAPER 0.1%
Value $236K Shares 6,000 Est. Cost $30.68 Unrealized +33.1%
RELX RELX PLC 0.1%
Value $234K Shares 5,785 Est. Cost $45.42 Unrealized
FBALX FIDELITY BALANCED FUND 0.1%
Value $222K Shares 6,902 Est. Cost $30.98 Unrealized
HON HONEYWELL INTL 0.1%
Value $219K Shares 1,125 Est. Cost $106.11 Unrealized +83.8%