Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

COERENTE CAPITAL MANAGEMENT 13F Holdings -- Portfolio & Top Positions (2026-03-31)

COERENTE CAPITAL MANAGEMENT (CIK 1860790) reported $537.4M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($49.8M, 9.27%), MSFT ($42.4M, 7.89%), JNJ ($38.5M, 7.16%), AMZN ($28.9M, 5.37%), ITW ($27.4M, 5.10%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC$49.8M9.27%173,223Trimmed
2MSFTMICROSOFT CORP$42.4M7.89%114,582Added
3JNJJOHNSON & JOHNSON$38.5M7.16%157,387Trimmed
4AMZNAMAZON COM INC$28.9M5.37%138,541Added
5ITWILLINOIS TOOL WKS INC$27.4M5.10%105,243Trimmed
6VVISA INC$26.9M5.00%88,967Added
7ADPAUTOMATIC DATA PROCESSING IN$24.9M4.63%122,480Added
8SAPSAP SE$23.6M4.39%137,685Added
9ABTABBOTT LABORATORIES$23.2M4.32%226,208Added
10USBUS BANCORP$22.6M4.21%435,087Added
11PEPPEPSICO INC$22.2M4.14%143,096Added
12CLCOLGATE PALMOLIVE CO$22.1M4.10%258,810Added
13EOGEOG RES INC$21.5M4.00%148,737Added
14ULTAULTA BEAUTY INC$20.0M3.72%38,287Added
15PFEPFIZER INC$19.7M3.66%701,344Added
16SBUXSTARBUCKS CORP$19.3M3.59%215,541Added
17OTISOTIS WORLDWIDE CORP$17.6M3.27%227,914Added
18STZCONSTELLATION BRANDS INC$16.5M3.06%109,715Added
19TFCTRUIST FINL CORP$15.6M2.90%338,586Added
20JPMJPMORGAN CHASE & CO$12.3M2.29%41,798Trimmed
21FISVFISERV INC$10.1M1.87%180,310Added
22VOOVANGUARD INDEX FDS$7.2M1.33%12,000Hold
23CVXCHEVRON CORPORATION$4.4M0.82%21,255Trimmed
24CVSCVS HEALTH CORP$4.4M0.81%60,599Trimmed
25PGPROCTER & GAMBLE CO$1.8M0.34%12,511Trimmed

Source: SEC Form 13F filings · as of 2026-03-31