Notis-McConarty Edward — 13F holdings

Notis-McConarty Edward reported 167 holdings worth $231M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. GOOGL ALPHABET INC — $15.9M (6.9%)
2. NVDA NVIDIA CORPORATION — $13.8M (6.0%)
3. AMD ADVANCED MICRO DEVICES INC — $12.2M (5.3%)
4. AAPL APPLE INC — $12.1M (5.2%)
5. AMAT APPLIED MATLS INC — $10.4M (4.5%)
6. ADI ANALOG DEVICES INC — $9.64M (4.2%)
7. MA MASTERCARD INCORPORATED — $8.42M (3.6%)
8. MSFT MICROSOFT CORP — $8.40M (3.6%)
9. RTX RTX CORPORATION — $7.91M (3.4%)
10. ROK ROCKWELL AUTOMATION INC — $7.82M (3.4%)