Silvant Capital Management LLC Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$1.8T

Holdings

305

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (305 positions)

#StockSharesValue% PortfolioType
101
PLDPROLOGIS INC.
20,067$2.5B0.14%
102
ENPHENPHASE ENERGY INC
14,525$2.4B0.14%
103
FIVEFIVE BELOW INC
12,011$2.4B0.13%
104
INSPINSPIRE MED SYS INC
7,000$2.3B0.13%
105
CVSCVS HEALTH CORP
32,400$2.2B0.13%
106
LPLALPL FINL HLDGS INC
10,224$2.2B0.13%
107
DEDEERE & CO
5,275$2.1B0.12%
108
VEEVVEEVA SYS INC
10,373$2.1B0.12%
109
HCAHCA HEALTHCARE INC
6,537$2.0B0.11%
110
MCKMCKESSON CORP
4,607$2.0B0.11%
111
ABTABBOTT LABS
17,989$2.0B0.11%
112
SYKSTRYKER CORPORATION
6,206$1.9B0.11%
113
BDCBELDEN INC
19,607$1.9B0.11%
114
BSYBENTLEY SYS INC
34,084$1.8B0.10%
115
SRPTSAREPTA THERAPEUTICS INC
15,838$1.8B0.10%
116
ZBHZIMMER BIOMET HOLDINGS INC
12,378$1.8B0.10%
117
DVDOUBLEVERIFY HLDGS INC
46,068$1.8B0.10%
118
CMECME GROUP INC
9,645$1.8B0.10%
119
NBIXNEUROCRINE BIOSCIENCES INC
18,294$1.7B0.10%
120
IBMINTERNATIONAL BUSINESS MACHS
12,569$1.7B0.09%
121
NOCNORTHROP GRUMMAN CORP
3,573$1.6B0.09%
122
WFCWELLS FARGO CO NEW
37,903$1.6B0.09%
123
PPGPPG INDS INC
10,835$1.6B0.09%
124
EXASEXACT SCIENCES CORP
17,083$1.6B0.09%
125
GEGENERAL ELECTRIC CO
14,499$1.6B0.09%
126
CTVACORTEVA INC
27,583$1.6B0.09%
127
EMREMERSON ELEC CO
17,414$1.6B0.09%
128
TFXTELEFLEX INCORPORATED
6,489$1.6B0.09%
129
ZGZILLOW GROUP INC
31,509$1.6B0.09%
130
UNPUNION PAC CORP
7,342$1.5B0.08%
131
PGRPROGRESSIVE CORP
11,328$1.5B0.08%
132
ETNEATON CORP PLC
7,265$1.5B0.08%
133
APDAIR PRODS & CHEMS INC
4,712$1.4B0.08%
134
UPSUNITED PARCEL SERVICE INC
7,918$1.4B0.08%
135
GLBEGLOBAL E ONLINE LTD
33,208$1.4B0.08%
136
CITCINTAS CORP
2,692$1.3B0.08%
137
WYNNWYNN RESORTS LTD
12,220$1.3B0.07%
138
CLCOLGATE PALMOLIVE CO
16,106$1.2B0.07%
139
PXDEURPIONEER NAT RES CO
5,201$1.1B0.06%
140
TEAMATLASSIAN CORPORATION
6,074$1.0B0.06%
141
VRTVERTIV HOLDINGS CO
39,762$984.9M0.06%
142
MRO*MARATHON OIL CORP
37,574$865.0M0.05%
143
ALBALBEMARLE CORP
3,855$861.6M0.05%
144
CBCHUBB LIMITED
4,414$853.8M0.05%
145
TDYTELEDYNE TECHNOLOGIES INC
1,950$801.7M0.05%
146
AMDADVANCED MICRO DEVICES INC
6,941$790.6M0.04%
147
NTRANATERA INC
15,844$771.0M0.04%
148
OXYOCCIDENTAL PETE CORP
12,414$732.2M0.04%
149
MLB1MERCADOLIBRE INC
562$665.7M0.04%
150
KKRKKR & CO INC
11,343$635.2M0.04%
151
ABBVABBVIE INC
4,037$543.9M0.03%
152
SSENTINELONE INC
34,075$514.5M0.03%
153
AVGOBROADCOM INC
567$491.8M0.03%
154
XOMEXXON MOBIL CORP
4,345$466.0M0.03%
155
CSCOCISCO SYS INC
8,736$452.0M0.03%
156
CVXCHEVRON CORP NEW
2,615$411.5M0.02%
157
JNJJOHNSON & JOHNSON
2,471$409.0M0.02%
158
PGPROCTER AND GAMBLE CO
2,513$381.3M0.02%
159
BACVERIZON COMMUNICATIONS INC
9,687$360.3M0.02%
160
4I1PHILIP MORRIS INTL INC
3,212$317.6M0.02%
161
KOCOCA COLA CO
5,209$316.1M0.02%
162
INTCINTEL CORP
9,404$314.5M0.02%
163
DOCUDOCUSIGN INC
5,525$282.3M0.02%
164
AMGNAMGEN INC
1,245$276.4M0.02%
165
MOALTRIA GROUP INC
5,966$275.9M0.02%
166
TAT&T INC
16,849$268.7M0.02%
167
CATCATERPILLAR INC
1,076$264.8M0.01%
168
PAYXPAYCHEX INC
2,108$235.8M0.01%
169
SNAPSNAP INC
19,295$228.5M0.01%
170
MCHPMICROCHIP TECHNOLOGY INC.
2,518$225.6M0.01%
171
7HPHP INC
6,925$214.5M0.01%
172
KLACKLA CORP
424$205.6M0.01%
173
RTXRAYTHEON TECHNOLOGIES CORP
1,948$190.8M0.01%
174
WMWASTE MGMT INC DEL
1,044$181.1M0.01%
175
PEPPEPSICO INC
971$179.8M0.01%
176
AFLAFLAC INC
2,462$171.8M0.01%
177
DISDISNEY WALT CO
1,922$171.6M0.01%
178
MDTMEDTRONIC PLC
1,932$171.5M0.01%
179
FFORD MTR CO DEL
11,329$171.4M0.01%
180
DUKDUKE ENERGY CORP NEW
1,886$169.3M0.01%
181
LYBLYONDELLBASELL INDUSTRIES N
1,788$164.2M0.01%
182
PRUPRUDENTIAL FINL INC
1,838$162.1M0.01%
183
DOWDOW INC
2,988$159.1M0.01%
184
SBUXSTARBUCKS CORP
1,604$158.9M0.01%
185
PNWPINNACLE WEST CAP CORP
1,808$147.3M0.01%
186
IEUSISHARES TR
2,753$145.2M0.01%
187
NEENEXTERA ENERGY INC
1,944$144.2M0.01%
188
DYHTARGET CORP
1,084$143.0M0.01%
189
MMM3M CO
1,342$134.3M0.01%
190
TRVCCITIGROUP INC
2,906$133.8M0.01%
191
PG4PRINCIPAL FINANCIAL GROUP IN
1,747$132.5M0.01%
192
LMTLOCKHEED MARTIN CORP
277$127.5M0.01%
193
DRIDARDEN RESTAURANTS INC
733$122.5M0.01%
194
SOSOUTHERN CO
1,727$121.3M0.01%
195
PSAPUBLIC STORAGE
414$120.8M0.01%
196
AMCRAMCOR PLC
12,018$119.9M0.01%
197
GPCGENUINE PARTS CO
689$117.3M0.01%
198
NKENIKE INC
1,048$116.0M0.01%
199
DWDMORGAN STANLEY
1,357$115.9M0.01%
200
ELVELEVANCE HEALTH INC
257$114.2M0.01%
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