📊 Coerente Capital Management 13F — COERENTE CAPITAL MANAGEMENT: $543M portfolio, 43 positions (Q2 2026)

1. $GOOGL — $44M (8.2%) 2. $MSFT — $43M (7.9%) 3. $JNJ — $40M (7.3%) 4. $AMZN — $33M (6.1%) 5. $V — $31M (5.7%) 6. $ITW — $29M (5.3%) 7. $ADP — $28M (5.1%) 8. $USB — $26M (4.8%) 9. $SAP — $25M (4.6%) 10. $CL — $24M (4.4%) 11. $SBUX — $22M (4.1%) 12. $ABT — $22M (4.0%) 13. $PEP — $20M (3.6%) 14. $EOG — $19M (3.6%) 15. $ULTA — $18M (3.3%) 16. $TFC — $17M (3.2%) 17. $PFE — $17M (3.2%) 18. $STZ — $16M (2.9%) 19. $OTIS — $15M (2.8%) 20. $JPM — $14M (2.5%) 21. $FISV — $9M (1.7%) 22. $VOO — $8M (1.4%) 23. $NVDA — $6M (1.0%) 24. $CVX — $3M (0.6%) 25. $GOOG — $2M (0.3%) 26. $PG — $2M (0.3%) 27. $XOM — $1M (0.2%) 28. $BRK/B — $1M (0.2%) 29. $IBKR — $1M (0.2%) 30. $EMR — $1M (0.2%) 31. $WMT — $1M (0.2%) 32. $ABBV — $1M (0.2%) 33. $BDX — $625,295 (0.1%) 34. CHUBB LIMITED — $601,406 (0.1%) 35. $ORCL — $596,458 (0.1%) 36. $TJX — $584,032 (0.1%) 37. $AAPL — $514,482 (0.1%) 38. $IBM — $492,117 (0.1%) … (+5 more)

1. $GOOGL — $44M (8.2%)