Fund HoldingsCOERENTE CAPITAL MANAGEMENT

Total Portfolio Value
$536.22M
Total Bought
$28.52M
Total Sold
$12.69M
Net Transaction
+$15.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
STARBUCKS CORP(SBUX)206,141209,067+2,92616,04820,3823.80%+4,334
AUTOMATIC DATA PROCESSING IN102,940102,443-49724,57128,3495.29%+3,778
SAP SE(SAP)113,398113,749+35122,87426,0604.86%+3,186
JOHNSON & JOHNSON(JNJ)153,408156,367+2,95922,42225,3414.73%+2,919
ILLINOIS TOOL WKS INC(ITW)99,996100,895+89923,69526,4424.93%+2,747
US BANCORP DEL(USB)404,811405,845+1,03416,07118,5593.46%+2,488
ABBOTT LABS220,914221,549+63522,95525,2594.71%+2,304
FISERV INC(FISV)184,409165,227-19,18227,48429,6835.54%+2,199
VISA INC(V)73,33375,217+1,88419,24820,6813.86%+1,433
COMCAST CORP NEW(CCZ)513,265512,950-31520,09921,4264.00%+1,326
COLGATE PALMOLIVE CO(CL)256,394251,819-4,57524,88026,1414.88%+1,261
TRUIST FINL CORP(TFC)297,927299,739+1,81211,57412,8202.39%+1,245
PFIZER INC(PFE)583,063589,052+5,98916,31417,0473.18%+733
PEPSICO INC(PEP)131,228131,243+1521,64322,3184.16%+674
JPMORGAN CHASE & CO.(JPM)45,49645,241-2559,2029,5401.78%+337
CONSTELLATION BRANDS INC(STZ)88,60489,646+1,04222,79623,1014.31%+305
ACCENTURE PLC IRELAND
SHS CLASS A
0575+57502030.04%+203
SMITH & NEPHEW PLC(SNN)06,500+6,50002020.04%+202
WALMART INC(WMT)11,10011,10007528960.17%+145
PROCTER AND GAMBLE CO(PG)17,39717,377-202,8693,0100.56%+141
ULTA BEAUTY INC(ULTA)30,95531,034+7911,94512,0762.25%+131
PHILIP MORRIS INTL INC(PM)5,4505,45005526620.12%+109
ABBVIE INC(ABBV)4,2004,20007208290.15%+109
VANGUARD INDEX FDS13,20012,700-5006,6026,7011.25%+100
3M CO(MMM)2,8502,85002913900.07%+98
INTERNATIONAL BUSINESS MACHS(IBM)1,7501,75003033870.07%+84
BERKSHIRE HATHAWAY INC DEL1,5121,475-376156790.13%+64
APPLE INC(AAPL)2,8922,865-276096680.12%+58
DIAGEO PLC(DEO)3,4153,41504314790.09%+49
UNITEDHEALTH GROUP INC(UNH)60560503083540.07%+46
ORACLE CORP(ORCL)1,5601,535-252202620.05%+41
MONDELEZ INTL INC(MDLZ)3,6003,60002362650.05%+30
BECTON DICKINSON & CO(BDX)3,6463,64608528790.16%+27
COSTCO WHSL CORP NEW(COST)545525-204634650.09%+2
KIMBERLY-CLARK CORP(KMB)2,2602,160-1003123070.06%-5
EMERSON ELEC CO(EMR)8,0008,00008818750.16%-6
EXXON MOBIL CORP10,61310,298-3151,2221,2070.23%-15
MERCK & CO INC(MRK)2,2312,158-732762450.05%-31
SPDR S&P 500 ETF TR(SPY)915775-1404984450.08%-53
ALPHABET INC(GOOG)5,0504,875-1759268150.15%-111
CHEVRON CORP NEW(CVX)20,61520,915+3003,2253,0800.57%-144
EOG RES INC(EOG)121,750122,176+42615,32515,0192.80%-306
AMAZON COM INC(AMZN)128,617129,461+84424,85524,1224.50%-733
CVS HEALTH CORP(CVS)199,391170,681-28,71011,77610,7322.00%-1,044
MICROSOFT CORP(MSFT)120,460120,196-26453,84051,7209.65%-2,119
ALPHABET INC(GOOG)271,934271,938+449,53345,1018.41%-4,432
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