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.
Wallington Asset Management, LLC (CIK 1426754) reported $752.3M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($80.3M, 10.67%), LIN ($35.1M, 4.66%), TJX ($34.1M, 4.53%), AAPL ($32.5M, 4.31%), GOOG ($30.6M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Market ETF | $80.3M | 10.67% | 1.3M | Trimmed |
| 2 | LIN | Linde PLC | $35.1M | 4.66% | 70,748 | Trimmed |
| 3 | TJX | TJX Companies Inc. | $34.1M | 4.53% | 213,478 | Trimmed |
| 4 | AAPL | Apple Inc. | $32.5M | 4.31% | 127,866 | Trimmed |
| 5 | GOOG | Alphabet Inc. Class C | $30.6M | 4.07% | 106,615 | Trimmed |
| 6 | MSFT | Microsoft Corp. | $30.1M | 4.01% | 81,433 | Trimmed |
| 7 | GS | Goldman Sachs Group Inc. | $24.6M | 3.27% | 29,090 | Trimmed |
| 8 | IAU | iShares Gold Trust | $24.5M | 3.26% | 278,308 | Trimmed |
| 9 | PSX | Phillips 66 | $24.2M | 3.21% | 132,695 | Trimmed |
| 10 | JNJ | Johnson & Johnson | $22.1M | 2.93% | 90,318 | Trimmed |
| 11 | MU | Micron Technology Inc. | $21.6M | 2.87% | 64,011 | Trimmed |
| 12 | WRB | W.R. Berkley Corp. | $20.4M | 2.72% | 308,444 | Trimmed |
| 13 | GLD | SPDR Gold Trust | $19.9M | 2.64% | 46,172 | Trimmed |
| 14 | IJR | iShares Core S&P Small-Cap ETF | $19.6M | 2.61% | 157,733 | Trimmed |
| 15 | V | Visa Inc. Class A | $19.4M | 2.58% | 64,223 | Trimmed |
| 16 | AMZN | Amazon.com Inc. | $19.3M | 2.56% | 92,548 | Trimmed |
| 17 | HON | Honeywell International Inc. | $18.9M | 2.51% | 83,502 | Trimmed |
| 18 | UNP | Union Pacific Corp. | $18.5M | 2.46% | 76,150 | Trimmed |
| 19 | CMI | Cummins Inc. | $18.5M | 2.46% | 34,352 | Trimmed |
| 20 | AVUV | Avantis U.S. Small-Cap Value ETF | $17.0M | 2.27% | 154,271 | Trimmed |
| 21 | MDT | Medtronic PLC | $17.0M | 2.26% | 195,969 | Trimmed |
| 22 | XOM | Exxon Mobil Corp. | $14.9M | 1.99% | 88,113 | Trimmed |
| 23 | DE | Deere & Co. | $14.7M | 1.96% | 26,179 | Trimmed |
| 24 | AMGN | Amgen Inc. | $14.6M | 1.95% | 41,625 | Trimmed |
| 25 | EZU | iShares MSCI Eurozone ETF | $14.4M | 1.92% | 230,377 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31