COERENTE CAPITAL MANAGEMENT: 13F holdings
CIK 18607902026Q2
| Positions | 43 |
|---|
| Reported value | $543.3m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 43 (-4 vs prior quarter) |
|---|
| Reported value | $543.3m (+1.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 124,264 | $44.4m | 8.2% |
| MSFT MICROSOFT CORP | 115,572 | $43.1m | 7.9% |
| JNJ JOHNSON & JOHNSON | 156,463 | $39.7m | 7.3% |
| AMZN AMAZON COM INC | 139,131 | $33.2m | 6.1% |
| V VISA INC | 90,133 | $30.9m | 5.7% |
| ITW ILLINOIS TOOL WKS INC | 105,455 | $28.5m | 5.3% |
| ADP AUTOMATIC DATA PROCESSING IN | 124,795 | $27.9m | 5.1% |
| USB US BANCORP | 435,471 | $26.3m | 4.8% |
| SAP SAP SE | 160,606 | $24.8m | 4.6% |
| CL COLGATE PALMOLIVE CO | 261,413 | $24.0m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1860790")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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