Holdings
Coerente Capital Management
As of Jun 30, 2026, Coerente Capital Management reported 38 positions worth US$533M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Johnson & Johnson. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 129K | US$46.2M | −50,108 | Jun 30, 2026 |
| Microsoft Corp. | 116K | US$43.1M | +990 | Jun 30, 2026 |
| Johnson & Johnson | 156K | US$39.7M | −924 | Jun 30, 2026 |
| Amazon.com, Inc. | 139K | US$33.2M | +590 | Jun 30, 2026 |
| Visa Inc. | 90,133 | US$30.9M | +1,166 | Jun 30, 2026 |
| Illinois Tool Works Inc. | 105K | US$28.5M | +212 | Jun 30, 2026 |
| Automatic Data Processing, Inc. | 125K | US$27.9M | +2,315 | Jun 30, 2026 |
| U.s. Bancorp | 435K | US$26.3M | +384 | Jun 30, 2026 |
| Sap Se | 161K | US$24.8M | +22,921 | Jun 30, 2026 |
| Colgate-palmolive Company | 261K | US$24M | +2,603 | Jun 30, 2026 |