Cercano Management LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$4.2B

Holdings

156

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
101
CATCATERPILLAR INC
2,180$852.6B20387.41%
102
ETNEATON CORP PLC
2,550$845.2B20208.80%
103
PGPROCTER AND GAMBLE CO
4,272$739.9B17691.89%
104
TXNTEXAS INSTRS INC
3,563$736.0B17598.62%
105
ADBEADOBE INC
1,412$731.1B17481.36%
106
COSTCOSTCO WHSL CORP NEW
712$631.2B15092.59%
107
BRK/BBERKSHIRE HATHAWAY INC DEL
1,369$630.1B15066.14%
108
FANGDIAMONDBACK ENERGY INC
3,566$614.8B14699.88%
109
NETCLOUDFLARE INC
7,464$603.8B14436.50%
110
TTTRANE TECHNOLOGIES PLC
1,517$589.7B14100.31%
111
AMATAPPLIED MATLS INC
2,896$585.1B13991.14%
112
JPMJPMORGAN CHASE & CO.
2,433$513.0B12266.80%
113
KKRKKR & CO INC
3,560$464.9B11115.33%
114
ITWILLINOIS TOOL WKS INC
1,670$437.7B10464.76%
115
ALECALECTOR INC
93,633$436.3B10433.03%
116
EEMISHARES TR
9,500$435.7B10417.25%
117
IRWDIRONWOOD PHARMACEUTICALS INC
101,378$417.7B9987.02%
118
NEENEXTERA ENERGY INC
4,824$407.8B9750.21%
119
HONHONEYWELL INTL INC
1,924$397.7B9509.59%
120
HCAHCA HEALTHCARE INC
970$394.2B9426.55%
121
SPOTSPOTIFY TECHNOLOGY S A
1,047$385.9B9226.03%
122
INTUINTUIT
619$384.4B9191.32%
123
DFSEURDISCOVER FINL SVCS
2,666$374.0B8942.98%
124
ABBVABBVIE INC
1,789$353.3B8447.52%
125
TMOTHERMO FISHER SCIENTIFIC INC
531$328.5B7853.79%
126
TOLTOLL BROTHERS INC
2,107$325.5B7783.23%
127
ACNACCENTURE PLC IRELAND
871$307.9B7361.70%
128
ISRGINTUITIVE SURGICAL INC
621$305.1B7294.70%
129
NUNU HLDGS LTD
22,307$304.5B7280.65%
130
UEOWESTLAKE CORPORATION
1,978$297.3B7108.08%
131
ABTABBOTT LABS
2,607$297.2B7106.88%
132
VENVENTAS INC
4,610$295.6B7068.99%
133
DWDMORGAN STANLEY
2,812$293.1B7008.83%
134
SBUXSTARBUCKS CORP
2,980$290.5B6946.59%
135
RRCRANGE RES CORP
9,410$289.5B6921.05%
136
LMTLOCKHEED MARTIN CORP
486$284.1B6792.98%
137
MCDMCDONALDS CORP
927$282.3B6749.58%
138
APOAPOLLO GLOBAL MGMT INC
2,259$282.2B6746.98%
139
LYBLYONDELLBASELL INDUSTRIES N
2,809$269.4B6441.18%
140
XOMEXXON MOBIL CORP
2,280$267.3B6390.47%
141
PRUPRUDENTIAL FINL INC
2,196$265.9B6358.76%
142
NSCNORFOLK SOUTHN CORP
1,069$265.6B6351.85%
143
JNJJOHNSON & JOHNSON
1,588$257.4B6153.49%
144
HALHALLIBURTON CO
8,817$256.1B6124.39%
145
AG8AGILENT TECHNOLOGIES INC
1,666$247.4B5914.78%
146
EQTEQT CORP
6,749$247.3B5912.75%
147
ORLYOREILLY AUTOMOTIVE INC
213$245.3B5865.12%
148
KMBKIMBERLY-CLARK CORP
1,628$231.6B5538.52%
149
NOCNORTHROP GRUMMAN CORP
437$230.8B5517.84%
150
4I1PHILIP MORRIS INTL INC
1,847$224.2B5361.44%
151
SYKSTRYKER CORPORATION
598$216.0B5165.54%
152
ALSALLSTATE CORP
1,118$212.0B5069.80%
153
NRANRG ENERGY INC
2,295$209.1B4999.17%
154
PYPLPAYPAL HLDGS INC
2,665$207.9B4972.27%
155
CHTRCHARTER COMMUNICATIONS INC N
636$206.1B4928.39%
156
UNBXUNITY BIOTECHNOLOGY INC
41,238$60.6B1449.48%
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