Filer Snapshot

Mark B. Elefante

CIK 0001661535. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

25

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$181.81M

58 holdings for Q1 2026

Open portfolio

Largest parsed holding

GOOGL

$12.03M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001661535.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$181.81M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$181.81M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
GOOGL AAPL NVDA ADI TJX
+15 moreMA MSFT AMZN JNJ RTX AMD ABT PG ROK DHR SBGSY ADP ATR HD XYL

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

GOOGL AAPL NVDA ADI TJX MA MSFT AMZN
+12 moreJNJ RTX AMD ABT PG ROK DHR SBGSY ADP ATR HD XYL
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
75 State Street, 15 Th Floor, Boston, MA, 02109

Filer intelligence

What SEC filings say about Mark B. Elefante

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $181.81M across 58 reported holdings for Q1 2026.
  • Largest parsed 13F holding: GOOGL at $12.03M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 58 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 May 2026

Top 5 concentration

26%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$47.69M

Compared with $181.81M total 13F value.

Top 5 net change

+$5.42M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AAPL ยท Largest trim: UNH

GOOGL AAPL NVDA ADI TJX Other holdings

GOOGL

6.6%

Alphabet Inc Cl A

$12.03M

AAPL

5.5%

Apple

$9.92M

NVDA

5.4%

Nvidia Corp

$9.75M

ADI

4.7%

Analog Devices

$8.62M

TJX

4.1%

Tjx Cos

$7.37M

Latest update

What changed recently for Mark B. Elefante

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

SEC filing record

CIK 0001661535 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
25
First seen
12 Feb 2016
Latest filing
15 May 2026
Entity
Individual

Observed form types

13F-HR

Latest Filings

Showing the latest 12 of 25 SEC filings for Mark B. Elefante.

13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
24 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
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