MATTERN CAPITAL MANAGEMENT, LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$723K

Holdings

157

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
85,964$18K2.49%
2
MSFTMICROSOFT CORP
38,541$17K2.35%
3
COSTCOSTCO WHSL CORP NEW
15,934$13K1.80%
4
PSXPHILLIPS 66
89,244$12K1.66%
5
LOWLOWES COS INC
53,048$11K1.52%
6
ADIANALOG DEVICES INC
51,023$11K1.52%
7
GWWGRAINGER W W INC
12,713$11K1.52%
8
ABGCENCORA INC
49,605$11K1.52%
9
BROBROWN & BROWN INC
130,509$11K1.52%
10
WMTWALMART INC
168,133$11K1.52%
11
AFLAFLAC INC
123,833$11K1.52%
12
TSCOTRACTOR SUPPLY CO
39,515$10K1.38%
13
LINLINDE PLC
23,072$10K1.38%
14
NEENEXTERA ENERGY INC
143,979$10K1.38%
15
XYLXYLEM INC
75,072$10K1.38%
16
AMGNAMGEN INC
33,881$10K1.38%
17
DYHTARGET CORP
67,690$10K1.38%
18
GDGENERAL DYNAMICS CORP
35,533$10K1.38%
19
UNHUNITEDHEALTH GROUP INC
19,007$9K1.24%
20
CLCOLGATE PALMOLIVE CO
93,025$9K1.24%
21
SPGIS&P GLOBAL INC
21,569$9K1.24%
22
CITCINTAS CORP
13,486$9K1.24%
23
CBCHUBB LIMITED
38,838$9K1.24%
24
EMREMERSON ELEC CO
83,597$9K1.24%
25
HDHOME DEPOT INC
26,740$9K1.24%
26
TXNTEXAS INSTRS INC
50,889$9K1.24%
27
LMTLOCKHEED MARTIN CORP
19,675$9K1.24%
28
SHWSHERWIN WILLIAMS CO
29,010$8K1.11%
29
AVGOBROADCOM INC
5,031$8K1.11%
30
PGPROCTER AND GAMBLE CO
51,889$8K1.11%
31
ICEINTERCONTINENTAL EXCHANGE IN
61,313$8K1.11%
32
LHXL3HARRIS TECHNOLOGIES INC
39,110$8K1.11%
33
BRBROADRIDGE FINL SOLUTIONS IN
44,364$8K1.11%
34
BLKCHFBLACKROCK INC
11,193$8K1.11%
35
ZTSZOETIS INC
48,252$8K1.11%
36
ECLECOLAB INC
37,221$8K1.11%
37
HONHONEYWELL INTL INC
39,394$8K1.11%
38
PEPPEPSICO INC
49,461$8K1.11%
39
SYKSTRYKER CORPORATION
26,184$8K1.11%
40
CSCOCISCO SYS INC
168,665$8K1.11%
41
UNPUNION PAC CORP
36,731$8K1.11%
42
CHDCHURCH & DWIGHT CO INC
77,277$8K1.11%
43
APDAIR PRODS & CHEMS INC
32,875$8K1.11%
44
TROWPRICE T ROWE GROUP INC
71,744$8K1.11%
45
ADPAUTOMATIC DATA PROCESSING IN
35,498$8K1.11%
46
ACNACCENTURE PLC IRELAND
28,187$8K1.11%
47
SBUXSTARBUCKS CORP
104,355$8K1.11%
48
ATOATMOS ENERGY CORP
66,583$7K0.97%
49
BDXBECTON DICKINSON & CO
30,167$7K0.97%
50
PAYXPAYCHEX INC
64,561$7K0.97%
51
MDTMEDTRONIC PLC
97,639$7K0.97%
52
ABTABBOTT LABS
70,429$7K0.97%
53
MCDMCDONALDS CORP
29,319$7K0.97%
54
NJRNEW JERSEY RES CORP
172,716$7K0.97%
55
PLDPROLOGIS INC.
70,936$7K0.97%
56
PPGPPG INDS INC
59,717$7K0.97%
57
FRTFEDERAL RLTY INVT TR NEW
72,575$7K0.97%
58
CBSHCOMMERCE BANCSHARES INC
141,989$7K0.97%
59
FDSFACTSET RESH SYS INC
18,713$7K0.97%
60
MCXMCCORMICK & CO INC
99,624$7K0.97%
61
JNJJOHNSON & JOHNSON
48,797$7K0.97%
62
CMCSACOMCAST CORP NEW
189,663$7K0.97%
63
AWCAMERICAN WTR WKS CO INC NEW
60,296$7K0.97%
64
MDLZMONDELEZ INTL INC
111,195$7K0.97%
65
CMSCMS ENERGY CORP
123,349$7K0.97%
66
JKHYHENRY JACK & ASSOC INC
47,767$7K0.97%
67
ITWILLINOIS TOOL WKS INC
33,559$7K0.97%
68
WECWEC ENERGY GROUP INC
91,650$7K0.97%
69
PHPARKER-HANNIFIN CORP
11,975$6K0.83%
70
OREALTY INCOME CORP
129,970$6K0.83%
71
VVISA INC
24,210$6K0.83%
72
NKENIKE INC
84,833$6K0.83%
73
BF/BBROWN FORMAN CORP
133,609$5K0.69%
74
VOOVANGUARD INDEX FDS
10,471$5K0.69%
75
UPSUNITED PARCEL SERVICE INC
36,984$5K0.69%
76
SUBISHARES TR
34,446$3K0.41%
77
NDQINVESCO QQQ TR
5,103$2K0.28%
78
VNLAJANUS DETROIT STR TR
56,375$2K0.28%
79
AMZNAMAZON COM INC
10,436$2K0.28%
80
DECKDECKERS OUTDOOR CORP
2,499$2K0.28%
81
VTIVANGUARD INDEX FDS
4,179$1K0.14%
82
QCOMQUALCOMM INC
6,491$1K0.14%
83
TSLATESLA INC
5,919$1K0.14%
84
NEARISHARES U S ETF TR
26,616$1K0.14%
85
QUALISHARES TR
11,192$1K0.14%
86
IWDISHARES TR
8,871$1K0.14%
87
IWFISHARES TR
4,328$1K0.14%
88
SPYSPDR S&P 500 ETF TR
2,951$1K0.14%
89
MAMASTERCARD INCORPORATED
1,046$00.00%
90
IEMGISHARES INC
9,435$00.00%
91
RTXRTX CORPORATION
3,888$00.00%
92
VEAVANGUARD TAX-MANAGED FDS
17,350$00.00%
93
INTUINTUIT
787$00.00%
94
CSGPCOSTAR GROUP INC
6,149$00.00%
95
ULTAULTA BEAUTY INC
1,010$00.00%
96
BAXBAXTER INTL INC
14,372$00.00%
97
DGDOLLAR GEN CORP NEW
3,811$00.00%
98
NATIXIS ETF TR
23,013$00.00%
99
IBDRISHARES TR
12,032$00.00%
100
VNQVANGUARD INDEX FDS
3,815$00.00%
Page 1 of 2Next