§ 13F · FUND PROFILE
Notis-McConarty Edward.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215M (13F)Positions · 228Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$561K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CL A | 25K | $10M | 2.3% | — |
| 2 | GOOGL | ALPHABET INC CL A | 25K | $7M | 1.7% | +88% |
| 3 | NVDA | NVIDIA CORP | 35K | $7M | 1.7% | +91% |
| 4 | GOOGL | ALPHABET INC CL A | 18K | $7M | 1.6% | — |
| 5 | AAPL | APPLE | 24K | $7M | 1.6% | — |
| 6 | AAPL | APPLE | 25K | $6M | 1.5% | +95% |
| 7 | NVDA | NVIDIA CORP | 34K | $6M | 1.4% | — |
| 8 | NVDA | NVIDIA CORP | 28K | $6M | 1.3% | — |
| 9 | MSFT | MICROSOFT | 13K | $5M | 1.3% | +102% |
| 10 | ADI | ANALOG DEVICES | 13K | $5M | 1.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOTIS-MCCONARTY SIGNAL
AC read
Notis-McConarty Edward is a Other fund managing $215 million in assets. The fund runs a broad portfolio of 228 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed