Fund HoldingsRNC CAPITAL MANAGEMENT LLC

Total Portfolio Value
$1.96B
Total Bought
$228.89M
Total Sold
$225.71M
Net Transaction
+$3.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NORTHERN TRUST CORP(NTRS)0424,780+424,780041,9052.14%+41,905
PEPSICO INCORPORATED(PEP)0275,611+275,611041,3252.11%+41,325
CVS HEALTH CORPORATION(CVS)0813,333+813,333055,1032.81%+55,103
LKQ CORP(LKQ)0584,153+584,153024,8501.27%+24,850
AT&T INC(T)2,908,6572,903,196-5,46166,23082,1024.19%+15,872
JOHNSON & JOHNSON(JNJ)0277,640+277,640046,0442.35%+46,044
CHEVRON CORP(CVX)396,193403,070+6,87757,38567,4303.44%+10,045
GILEAD SCIENCES INC(GILD)0456,585+456,585051,1602.61%+51,160
ALTRIA GROUP INC(MO)1,071,4341,075,155+3,72156,02564,5313.29%+8,506
ABBVIE INC(ABBV)0248,067+248,067051,9752.65%+51,975
MEDTRONIC PLC(MDT)0417,021+417,021037,4741.91%+37,474
MERCK & COMPANY INC(MRK)287,889393,687+105,79828,63935,3371.80%+6,698
DOW INC(DOW)517,111760,083+242,97220,75226,5421.35%+5,790
EVERGY INC(EVRG)694,159693,666-49342,72547,8282.44%+5,103
KENVUE INC(KVUE)1,886,5661,885,185-1,38140,27845,2072.31%+4,929
FACEBOOK INC-A(META)2,08810,058+7,9701,2235,7970.30%+4,574
BRISTOL-MYERS SQUIBB CO(BMY)689,835713,954+24,11939,01743,5442.22%+4,527
SALESFORCE INC(CRM)67315,649+14,9762254,2000.21%+3,975
PHILLIPS 66(PSX)0334,871+334,871041,3502.11%+41,350
ENBRIDGE INC(ENB)1,432,4501,430,997-1,45360,77963,4073.24%+2,629
CISCO SYSTEMS INC(CSCO)1,085,8991,081,284-4,61564,28566,7263.40%+2,441
BAXTER INTERNATIONAL INC0136,048+136,04804,6570.24%+4,657
UNITED PARCEL SERVICE - CL B(UPS)0368,670+368,670040,5502.07%+40,550
SCHWAB CHARLES CORP NEW(SCHW)23,61639,895+16,2791,7483,1230.16%+1,375
TESLA INC(TSLA)3,0019,977+6,9761,2122,5860.13%+1,374
AIR PRODUCTS & CHEMICALS INC182,741183,906+1,16553,00254,2382.77%+1,235
SCHLUMBERGER LTD(SLB)056,376+56,37602,3570.12%+2,357
UNITEDHEALTH GROUP INC(UNH)018,026+18,02609,4410.48%+9,441
WELLS FARGO & COMPANY(WFC)44,47658,953+14,4773,1244,2320.22%+1,108
EXXON MOBIL CORP093,164+93,164011,0800.57%+11,080
CAPITAL ONE FINANCIAL CORP(COF)282,597286,551+3,95450,39351,3792.62%+986
MCCORMICK & CO INC(MKC)010,615+10,61508740.04%+874
ASTRAZENECA PLC - ADR(AZN)57,67659,716+2,0403,7794,3890.22%+610
CATERPILLAR INC(CAT)2,3324,280+1,9488461,4120.07%+566
PHILIP MORRIS INTL INC(PM)15,67215,299-3731,8862,4280.12%+542
LILLY ELI & COMPANY(LLY)012,883+12,883010,6400.54%+10,640
ENEL SOCIETA PER AZIONI UNSPON049,309+49,30903970.02%+397
THERMO FISHER SCIENTIFIC INC(TMO)011,017+11,01705,4820.28%+5,482
BANCO BILBAO VIZCAYA ARGENTARI(BBVA)028,919+28,91903940.02%+394
NOMURA HOLDINGS INC SP ADR(NMR)050,839+50,83903130.02%+313
GE AEROSPACE COM(GE)01,478+1,47802960.02%+296
TRAVELERS COS INC(TRV)19,91219,254-6584,7975,0920.26%+295
AMERICAN INTL GROUP INC20,00020,00001,4561,7390.09%+283
COTERRA ENERGY INC54,88557,103+2,2181,4021,6500.08%+249
ONEOK INC NEW(OKE)02,451+2,45102430.01%+243
RTX CORPORATION COM(RTX)13,61513,677+621,5761,8120.09%+236
BAE SYSTEMS PLC - SP ADR(BAESF)08,303+8,30306830.03%+683
KOMATSU LTD SPONS ADR07,259+7,25902110.01%+211
CRANE NXT CO COM(CXT)13,11518,585+5,4707649550.05%+192
ADOBE INC(ADBE)019,615+19,61507,5230.38%+7,523
NIKE INC - CL B(NKE)09,370+9,37005950.03%+595
DUKE ENERGY CORP(DUK)13,65113,377-2741,4711,6320.08%+161
BNP PARIBAS SP ADR010,446+10,44604360.02%+436
AMGEN INC(AMGN)03,205+3,20509980.05%+998
ORANGE - SPON ADR(FNCTF)029,619+29,61903830.02%+383
TARGET CORP(TGT)15,94421,898+5,9542,1552,2850.12%+130
HASBRO INDS INC(HAS)013,125+13,12508070.04%+807
KINDER MORGAN INC(KMI)75,89476,566+6722,0792,1840.11%+105
MCDONALDS CORP(MCD)3,4113,471+609891,0840.06%+95
ALLIANZ SE UNSPONSORED ADS11,16511,380+2153414350.02%+94
MITSUBISHI UFJ FINL GRP - ADR(MUFG)42,54043,350+8104995910.03%+92
BERKSHIRE HATHAWAY INC - CL B1,7651,668-978008880.05%+88
SANOFI-AVENTIS - ADR(SNY)06,108+6,10803390.02%+339
NATIONAL GRID PLC-SP ADR(NGG)05,050+5,05003310.02%+331
BARCLAYS PLC - ADR31,93532,670+7354245020.03%+77
EXELON CORPORATION(EXC)8,9698,96903384130.02%+76
AXA - SP ADR9,0179,244+2273213950.02%+74
VODAFONE GROUP PLC(VOD)044,855+44,85504200.02%+420
NOVARTIS AG - ADR(NVS)03,676+3,67604100.02%+410
KONINKLIJKE AHOLD-SP ADR10,34910,612+2633373970.02%+59
PROCTER AND GAMBLE COMPANY(PG)06,540+6,54001,1150.06%+1,115
BP PLC - ADR(BP)011,610+11,61003920.02%+392
IMPERIAL BRANDS PLC-SPON ADR8,3328,553+2212673170.02%+50
BRITISH AMERN TOBACCO PLC ADR(BTI)8,2558,384+1293003470.02%+47
SUMITOMO MITSUI - SP ADR(SMFG)36,22036,808+5885255690.03%+44
RIO TINTO PLC - ADR(RIO)04,655+4,65502800.01%+280
VERIZON COMMUNICATIONS(VZ)08,728+8,72803960.02%+396
AFLAC INC(AFL)5,3915,39105585990.03%+42
STRYKER CORP(SYK)3,2053,20501,1541,1930.06%+39
HARTFORD INSURANCE GROUP INC C(HIG)2,2542,25402472790.01%+32
PEMBINA PIPELINE CORP(PBA)23,40622,271-1,1358658920.05%+27
HONDA MOTOR CO LTD - SP ADR(HMC)010,088+10,08802740.01%+274
ENTERPRISE PRODUCTS PTRS LP(EPD)6,8326,83202142330.01%+19
MERCEDES-BENZ GROUP AG017,180+17,18002510.01%+251
CK HUTCHISON HOLDIN-UNSP ADR40,37340,963+5902142300.01%+15
XCEL ENERGY INC(XEL)3,8813,890+92622750.01%+13
MANULIFE FINANCIAL CORP(MFC)9,94510,176+2313053170.02%+12
SMARTCOOL SYS INC F10,00010,0000000.00%0
MASTERCARD INC -CLASS A(MA)445425-202352330.01%-1
ORIX - SP ADR(IX)012,770+12,77002670.01%+267
ERICSSON ADR(ERIC)49,98551,310+1,3254033980.02%-5
GENUINE PARTS CO(GPC)03,366+3,36604010.02%+401
PFIZER INC(PFE)013,860+13,86003510.02%+351
PUBLIC SVC ENTERPRISE GRP INC(PEG)3,1373,13702652580.01%-7
ABB LTD - SP ADR07,974+7,97404160.02%+416
MICROCHIP TECHNOLOGY INC(MCHP)08,608+8,60804170.02%+417
BLACKSTONE INC COM(BX)3,0833,723+6405325200.03%-11
WAL-MART INC(WMT)5,8505,856+65295140.03%-14
BOEING COMPANY(BA)02,391+2,39104080.02%+408
INT'L FLAVORS & FRAGRANCES(IFF)02,848+2,84802210.01%+221
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