COERENTE CAPITAL MANAGEMENT

CIK: 0001860790SEC EDGAR →

Portfolio Value

$548.0M

Holdings

49

As of

Q4 2025

New Positions

49

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

196,810$61.6M
11.24%
2

MICROSOFT CORP

112,598$54.5M
9.94%
3

JOHNSON & JOHNSON

159,434$33.0M
6.02%
4

AMAZON COM INC

136,985$31.6M
5.77%
5

SAP SE

116,055$28.2M
5.14%
6

ABBOTT LABS

221,407$27.7M
5.06%
7

VISA INC

75,154$26.4M
4.81%
8

ILLINOIS TOOL WKS INC

105,511$26.0M
4.74%
9

AUTOMATIC DATA PROCESSING IN

94,837$24.4M
4.45%
10

ULTA BEAUTY INC

37,876$22.9M
4.18%

Quarterly Changes

Top Buys

$61.6M
MSFTNEW
$54.5M
JNJNEW
$33.0M
AMZNNEW
$31.6M
SAPNEW
$28.2M

Top Sells

No sells this quarter

New Positions (49)

$61.6M · 197K shares
$54.5M · 113K shares
$33.0M · 159K shares
$31.6M · 137K shares
$28.2M · 116K shares
$27.7M · 221K shares
$26.4M · 75K shares
$26.0M · 106K shares
$24.4M · 95K shares
$22.9M · 38K shares
$22.9M · 429K shares
$20.4M · 142K shares
$20.3M · 257K shares
$17.9M · 213K shares
$16.6M · 667K shares
$16.2M · 330K shares
$15.7M · 180K shares
$15.1M · 144K shares
$13.6M · 42K shares
$10.6M · 77K shares
$7.5M · 12K shares
$6.9M · 102K shares
$5.9M · 75K shares
$3.2M · 21K shares
$2.4M · 8K shares
$1.8M · 13K shares
$1.4M · 3K shares
$1.2M · 10K shares
$1.1M · 18K shares
$1.1M · 10K shares
$1.1M · 8K shares
$1.0M · 5K shares
$959K · 4K shares
$801K · 4K shares
$615K · 4K shares
$546K · 2K shares
$542K · 950 shares
$539K · 2K shares
$518K · 2K shares
$508K · 3K shares
$423K · 4K shares
$351K · 515 shares
$302K · 915 shares
$302K · 935 shares
$276K · 1K shares
$258K · 3K shares
$229K · 6K shares
$217K · 2K shares
$206K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Technology7$92.1M16.8%
Financial Services9$89.2M16.3%
Healthcare10$86.2M15.7%
Consumer Cyclical4$73.0M13.3%
Industrials5$67.4M12.3%
Communication Services2$64.0M11.7%
Consumer Defensive7$54.6M10.0%
Energy3$19.6M3.6%
Unknown1$1.4M0.3%
Basic Materials1$302K0.1%