Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SPRING CAPITAL MANAGEMENT, LLC (CIK 1899146) reported $197.8M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($15.2M, 7.71%), ETN ($11.4M, 5.75%), JNJ ($10.8M, 5.47%), WMT ($10.7M, 5.41%), DE ($10.2M, 5.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.2M | 7.71% | 60,065 | Trimmed |
| 2 | ETN | EATON CORP PLC | $11.4M | 5.75% | 31,785 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $10.8M | 5.47% | 44,229 | Trimmed |
| 4 | WMT | WALMART INC | $10.7M | 5.41% | 86,109 | Trimmed |
| 5 | DE | DEERE & CO | $10.2M | 5.18% | 18,179 | Trimmed |
| 6 | LHX | L3HARRIS TECHNOLOGIES INC | $8.9M | 4.49% | 25,702 | Trimmed |
| 7 | ORCL | ORACLE CORP | $8.7M | 4.41% | 59,235 | Trimmed |
| 8 | GWW | WW GRAINGER INC | $8.7M | 4.39% | 7,958 | Trimmed |
| 9 | NEE | NEXTERA ENERGY INC | $7.5M | 3.78% | 80,569 | Trimmed |
| 10 | CVX | CHEVRON CORPORATION | $7.4M | 3.73% | 35,667 | Trimmed |
| 11 | QCOM | QUALCOMM INC | $7.3M | 3.71% | 56,957 | Trimmed |
| 12 | V | VISA INC | $7.3M | 3.67% | 24,015 | Trimmed |
| 13 | BRO | BROWN & BROWN INC | $6.6M | 3.34% | 101,227 | Trimmed |
| 14 | KR | KROGER CO | $6.3M | 3.18% | 86,789 | Added |
| 15 | APD | AIR PRODUCTS AND CHEMICALS I | $6.0M | 3.01% | 20,514 | Trimmed |
| 16 | MCD | MCDONALDS CORP | $5.9M | 2.99% | 19,031 | Trimmed |
| 17 | TPL | TEXAS PACIFIC LAND CORPORATI | $5.4M | 2.72% | 11,340 | Hold |
| 18 | PEP | PEPSICO INC | $4.7M | 2.40% | 30,508 | Trimmed |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $4.7M | 2.37% | 23,027 | Added |
| 20 | KMB | KIMBERLY-CLARK CORP | $4.5M | 2.29% | 46,954 | Trimmed |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $4.5M | 2.26% | 88,958 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $3.6M | 1.81% | 20,470 | Hold |
| 23 | MDT | MEDTRONIC PLC | $3.5M | 1.76% | 40,146 | Trimmed |
| 24 | MKC | MCCORMICK & CO INC | $3.3M | 1.66% | 65,088 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $3.1M | 1.55% | 18,073 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31