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 (2026-06-30)

COERENTE CAPITAL MANAGEMENT (CIK 1860790) reported $543.3M across 43 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($44.4M, 8.17%), MSFT ($43.1M, 7.94%), JNJ ($39.7M, 7.31%), AMZN ($33.2M, 6.10%), V ($30.9M, 5.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC$44.4M8.17%124,264Trimmed
2MSFTMICROSOFT CORP$43.1M7.94%115,572Added
3JNJJOHNSON & JOHNSON$39.7M7.31%156,463Trimmed
4AMZNAMAZON COM INC$33.2M6.10%139,131Added
5VVISA INC$30.9M5.69%90,133Added
6ITWILLINOIS TOOL WKS INC$28.5M5.25%105,455Added
7ADPAUTOMATIC DATA PROCESSING IN$27.9M5.14%124,795Added
8USBUS BANCORP$26.3M4.84%435,471Added
9SAPSAP SE$24.8M4.56%160,606Added
10CLCOLGATE PALMOLIVE CO$24.0M4.41%261,413Added
11SBUXSTARBUCKS CORP$22.0M4.05%215,344Trimmed
12ABTABBOTT LABORATORIES$21.8M4.01%239,811Added
13PEPPEPSICO INC$19.6M3.61%144,699Added
14EOGEOG RES INC$19.4M3.58%149,730Added
15ULTAULTA BEAUTY INC$17.7M3.26%39,243Added
16TFCTRUIST FINL CORP$17.4M3.20%348,674Added
17PFEPFIZER INC$17.1M3.15%711,299Added
18STZCONSTELLATION BRANDS INC$15.6M2.87%112,019Added
19OTISOTIS WORLDWIDE CORP$15.0M2.77%209,885Trimmed
20JPMJPMORGAN CHASE & CO$13.5M2.49%41,273Trimmed
21FISVFISERV INC$9.0M1.66%183,699Added
22VOOVANGUARD INDEX FDS$7.5M1.39%11,000Trimmed
23NVDANVIDIA CORPORATION$5.5M1.01%27,490New
24CVXCHEVRON CORPORATION$3.4M0.63%20,800Trimmed
25GOOGALPHABET INC$1.8M0.34%5,211Trimmed

Source: SEC Form 13F filings · as of 2026-06-30