Follow to mirror this book and get an email + MCP alert the moment a new 13F is filed. The positions below are the latest disclosed holdings you can copy: data, not investment advice.
| # | Holding | Value | Change |
|---|---|---|---|
| 1 | WSMWILLIAMS SONOMA INC | $2.0B | ADDED |
| 2 | PHPARKER-HANNIFIN CORP | $1.9B | REDUCED |
| 3 | CTVACORTEVA INC | $1.6B | REDUCED |
| 4 | GOOGALPHABET INC | $1.5B | REDUCED |
| 5 | MSFTMICROSOFT CORP | $1.3B | REDUCED |
| 6 | COFCAPITAL ONE FINL CORP | $1.2B | REDUCED |
| 7 | MLMMARTIN MARIETTA MATLS INC | $1.2B | REDUCED |
| 8 | AMGNAMGEN INC | $1.1B | REDUCED |
| 9 | TTETOTALENERGIES SE | $1.0B | REDUCED |
| 10 | ECLECOLAB INC | $987M | REDUCED |
| 11 | MSIMOTOROLA SOLUTIONS INC | $983M | NEW |
| 12 | AMPAMERIPRISE FINL INC | $983M | REDUCED |
| 13 | USBUS BANCORP | $975M | REDUCED |
| 14 | TDYTELEDYNE TECHNOLOGIES INC | $967M | REDUCED |
| 15 | VZVERIZON COMMUNICATIONS INC | $953M | REDUCED |
| 16 | CVXCHEVRON CORPORATION | $936M | ADDED |
| 17 | KOCOCA COLA CO | $933M | REDUCED |
| 18 | SONYSONY GROUP CORP | $909M | REDUCED |
| 19 | ATOATMOS ENERGY CORP | $899M | REDUCED |
| 20 | XELXCEL ENERGY INC | $882M | REDUCED |
| 21 | MUFGMITSUBISHI UFJ FINANCIAL GRO | $873M | REDUCED |
| 22 | PNCPNC FINL SVCS GROUP INC | $856M | REDUCED |
| 23 | GDGENERAL DYNAMICS CORP | $840M | REDUCED |
| 24 | MRKMERCK & CO INC | $829M | REDUCED |
| 25 | WFCWELLS FARGO & CO | $813M | REDUCED |
Holdings sourced from SEC EDGAR 13F-HR filings, public domain. 13F is reported quarterly, ~45 days after quarter end: a lagged, longs-only snapshot, not a real-time book. Following is data, not investment advice.
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