Fund HoldingsAristotle Capital Management, LLC

Total Portfolio Value
$50.20B
Total Bought
$2.93B
Total Sold
$6.83B
Net Transaction
-$3.90B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALPHABET INC(GOOG)94,6776,136,954+6,042,27718,030958,7761.91%+940,746
AIR PRODS & CHEMS INC03,117,663+3,117,6630919,4611.83%+919,461
TOTALENERGIES SE(TTE)013,158,622+13,158,6220851,2311.70%+851,231
SONY GROUP CORP(SONY)52,771,88250,231,767-2,540,1151,116,6531,275,3852.54%+158,732
AMERICAN INTL GROUP INC012,340,423+12,340,42301,072,8762.14%+1,072,876
ALCON AG(ALC)012,221,766+12,221,76601,159,4042.31%+1,159,404
AMERICAN WTR WKS CO INC NEW06,708,536+6,708,5360989,6431.97%+989,643
AMGEN INC(AMGN)03,702,972+3,702,97201,153,6612.30%+1,153,661
VERIZON COMMUNICATIONS INC(VZ)021,965,883+21,965,8830996,3721.98%+996,372
SYNOPSYS INC(SNPS)14,288262,852+248,5646,935112,7240.22%+105,789
COCA COLA CO(KO)014,646,643+14,646,64301,048,9932.09%+1,048,993
CORTEVA INC(CTVA)022,635,943+22,635,94301,424,4802.84%+1,424,480
MITSUBISHI UFJ FINL GROUP IN(MUFG)63,144,21160,571,452-2,572,759740,050825,5891.64%+85,539
COTERRA ENERGY INC34,421,22533,137,922-1,283,303879,118957,6861.91%+78,568
ATMOS ENERGY CORP(ATO)07,797,730+7,797,73001,205,3732.40%+1,205,373
FAST RETAILING CO LTD ADR02,470,806+2,470,806072,8260.15%+72,826
CAMECO CORP(CCJ)2,297,3754,479,323+2,181,948118,062184,3700.37%+66,308
MEDTRONIC PLC(MDT)07,777,480+7,777,4800698,8841.39%+698,884
FAST RETAILING CO LTD0191,286+191,286056,3600.11%+56,360
ECOLAB INC(ECL)04,365,258+4,365,25801,106,6802.20%+1,106,680
TELEDYNE TECHNOLOGIES INC(TDY)1,976,4561,905,808-70,648917,333948,5401.89%+31,207
ING GROEP N.V.(ING)06,744,060+6,744,0600132,1160.26%+132,116
MUENCHENER RUECK-UNSPONS ADR08,451,573+8,451,5730106,3770.21%+106,377
XCEL ENERGY INC(XEL)13,482,04613,110,139-371,907910,308928,0671.85%+17,759
COCA-COLA EUROPACIFIC PARTNE
SHS
01,975,412+1,975,4120171,9200.34%+171,920
SAFRAN SA SPONS ADR01,747,400+1,747,4000114,2480.23%+114,248
DAIKIN INDUSTRIES LTD(DKILF)0504,800+504,800054,4840.11%+54,484
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN0193,234+193,2340121,5650.24%+121,565
HEINEKEN N V SPONS ADR L101,310,242+1,310,242053,3470.11%+53,347
ROCHE HOLDING AG SPONS ADR02,270,935+2,270,935093,3760.19%+93,376
SAFRAN SA0336,724+336,724088,0220.18%+88,022
MONOTARO CO LTD UNSPONS ADR5,925,4735,969,197+43,724100,675111,6380.22%+10,962
GSK PLC(GSK)01,675,460+1,675,460064,9070.13%+64,907
SONY GROUP CORP(SONY)5,951,8505,408,050-543,800127,559136,1600.27%+8,601
NEMETSCHEK SE0981,946+981,9460113,2830.23%+113,283
ROCHE HOLDING AG0230,001+230,001075,5190.15%+75,519
ERSTE BANK DER OESTER SPONS ADR3,833,6963,606,163-227,533118,386124,1700.25%+5,783
AMUNDI SA596,203577,903-18,30039,63544,9460.09%+5,311
FANUC CORP ADR04,155,917+4,155,917056,4300.11%+56,430
KUBOTA CORP ADR0731,994+731,994044,8270.09%+44,827
AKZO NOBEL N V SPONSO02,465,026+2,465,026050,3150.10%+50,315
DBS GROUP HLDGS LTD S808,605781,519-27,086103,649108,0380.22%+4,389
AIA GROUP LTD SPONS ADR01,470,531+1,470,531044,3130.09%+44,313
DSM FIRMENICH AG ADR06,924,157+6,924,157068,3410.14%+68,341
HALEON PLC(HLN)08,436,462+8,436,462086,8110.17%+86,811
EXPERIAN GP LTD ADR01,597,602+1,597,602073,6030.15%+73,603
HALEON PLC(HLN)013,406,048+13,406,048067,7100.13%+67,710
TOTALENERGIES SE(TTE)01,218,894+1,218,894078,5510.16%+78,551
HEINEKEN NV0629,557+629,557051,2620.10%+51,262
ABBVIE INC(ABBV)66,61566,982+36711,83714,0340.03%+2,197
CHEVRON CORP NEW(CVX)0663,385+663,3850110,9780.22%+110,978
EXPERIAN PLC01,231,088+1,231,088056,6960.11%+56,696
DAIKIN INDS LTD ADR I04,522,931+4,522,931048,8470.10%+48,847
GSK PLC(GSK)03,083,338+3,083,338058,1850.12%+58,185
ABBOTT LABS54,25754,25706,1377,1970.01%+1,060
UNILEVER PLC(UL)01,027,346+1,027,346061,1780.12%+61,178
ERSTE GROUP BANK AG1,381,3541,251,884-129,47085,33786,1680.17%+830
CINTAS CORP(CTAS)38,63638,336-3007,0597,8790.02%+820
ISHARES INC58,64468,746+10,1022,9843,7150.01%+731
JOHNSON & JOHNSON(JNJ)26,21226,21203,7914,3470.01%+556
BERKSHIRE HATHAWAY INC DEL4402,7243,1940.01%+470
SAMSUNG ELECTRONICS CO LTD SPONS ADR016,008+16,008015,5760.03%+15,576
KUBOTA CORP02,089,710+2,089,710025,5870.05%+25,587
EXXON MOBIL CORP31,71831,712-63,4123,7720.01%+360
ALPHABET INC(GOOG)01,520+1,52002350.00%+235
PHILIP MORRIS INTL INC(PM)01,313+1,31302080.00%+208
MCDONALDS CORP(MCD)0662+66202070.00%+207
AERCAP HOLDINGS NV(AER)30,06630,068+22,8773,0720.01%+195
BERKSHIRE HATHAWAY INC DEL2,0752,07509411,1050.00%+165
CHURCH & DWIGHT CO INC(CHD)28,51628,366-1502,9863,1230.01%+137
3M CO(MMM)6,3166,31608159280.00%+112
RTX CORPORATION(RTX)2,0082,583+5752323420.00%+110
NESTLE SA4,7544,75403934800.00%+87
KIMBERLY-CLARK CORP(KMB)6,9906,99009169940.00%+78
VISA INC(V)2,2002,20006957710.00%+76
SMUCKER J M CO(SJM)8,9678,96709871,0620.00%+74
JPMORGAN CHASE & CO.(JPM)12,17712,160-172,9192,9830.01%+64
MONDELEZ INTL INC(MDLZ)5,3795,37903213650.00%+44
COSTCO WHSL CORP NEW(COST)1,2451,24501,1411,1770.00%+37
ZIMMER BIOMET HOLDINGS INC(ZBH)3,8333,83304054340.00%+29
STARBUCKS CORP(SBUX)4,0004,00003653920.00%+27
PHILLIPS 66(PSX)6,7056,283-4227647760.00%+12
NORDSTROM INC16,00016,00003863910.00%+5
WELLS FARGO CO NEW(WFC)65065007767810.00%+4
WELLS FARGO CO NEW(WFC)600600042430.00%+1
DONALDSON INC(DCI)6,0006,00004044020.00%-2
UNION PAC CORP(UNP)1,8201,745-754154120.00%-3
SAMSUNG ELECTRONICS CO LTD18,20016,900-1,3005465420.00%-5
WALMART INC(WMT)2,4152,41502182120.00%-6
CINCINNATI FINL CORP(CINF)5,1414,923-2187397270.00%-12
BANK AMERICA CORP13,30013,30005855550.00%-30
DOVER CORP(DOV)2,6002,60004884570.00%-31
ORACLE CORP(ORCL)1,5001,50002502100.00%-40
PFIZER INC(PFE)46,07246,07201,2221,1670.00%-55
SERVICE CORP INTL(SCI)30,87730,019-8582,4652,4080.00%-57
FRANKLIN ELEC INC(FELE)17,95217,95201,7491,6850.00%-64
PEPSICO INC(PEP)25,27625,166-1103,8433,7730.01%-70
GRAINGER W W INC(GWW)1,8331,83301,9321,8110.00%-121
SYSCO CORP(SYY)24,41323,162-1,2511,8671,7380.00%-129
EMERSON ELEC CO(EMR)9,6009,60001,1901,0530.00%-137
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