Terminal · Institutions

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

Distillate Capital Partners LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Distillate Capital Partners LLC (CIK 1741001) reported $1.90B across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ABBV ($56.6M, 2.98%), MRK ($53.8M, 2.83%), CRM ($40.1M, 2.11%), TMUS ($37.3M, 1.96%), UBER ($34.3M, 1.80%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ABBVABBVIE INC$56.6M2.98%260,373Added
2MRKMERCK & CO INC$53.8M2.83%446,915Added
3CRMSALESFORCE INC$40.1M2.11%214,724Added
4TMUST-MOBILE US INC$37.3M1.96%177,574Trimmed
5UBERUBER TECHNOLOGIES INC$34.3M1.80%476,249Added
6CMCSACOMCAST CORP NEW$34.1M1.80%1.2MTrimmed
7BKNGBOOKING HOLDINGS INC$33.9M1.78%8,046Added
8QCOMQUALCOMM INC$32.7M1.72%253,567Added
9ACNACCENTURE PLC IRELAND$31.2M1.64%157,445Added
10ADBEADOBE INC$31.0M1.63%127,529Added
11ABTABBOTT LABORATORIES$29.1M1.53%282,963New
12CITHE CIGNA GROUP$28.6M1.50%107,066Added
13MPCMARATHON PETE CORP$28.0M1.48%114,758Trimmed
14MOALTRIA GROUP INC$27.2M1.43%411,843Trimmed
15PYPLPAYPAL HLDGS INC$24.2M1.28%535,580Added
16MMCMARSH & MCLENNAN COS INC$23.8M1.26%137,460Added
17FANGDIAMONDBACK ENERGY INC$23.8M1.25%120,280Trimmed
18ADPAUTOMATIC DATA PROCESSING IN$22.9M1.21%112,899Added
19PRPERMIAN RESOURCES CORP$22.4M1.18%1.1MTrimmed
20MCKMCKESSON CORP$22.1M1.16%25,501Trimmed
21REGNREGENERON PHARMACEUTICALS$22.1M1.16%28,570Added
22AJGGALLAGHER ARTHUR J & CO$21.3M1.12%98,409Added
23AONAON PLC$21.2M1.11%65,551New
24PCARPACCAR INC$20.5M1.08%177,553Added
25CTRACOTERRA ENERGY INC$20.1M1.06%572,461Trimmed

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