Coerente Capital Management Top Holdings and 13F Report (2025) About Coerente Capital ManagementInvestment ActivityCoerente Capital Management has $513.31 million in total holdings as of March 31, 2025.Coerente Capital Management owns shares of 38 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 4.25% of the portfolio was sold this quarter.This quarter, Coerente Capital Management has purchased 42 new stocks and bought additional shares in 17 stocks.Coerente Capital Management sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $45,398,165Alphabet $41,815,893Fiserv $33,489,752Automatic Data Processing $30,857,307SAP $30,460,960 Largest Purchases this Quarter Constellation Brands 17,064 shares (about $3.13M)Microsoft 1,127 shares (about $423.06K)Truist Financial 8,065 shares (about $331.87K)Amazon.com 1,440 shares (about $273.97K)Illinois Tool Works 794 shares (about $196.92K) Largest Sales this Quarter Fiserv 1,798 shares (about $397.05K)Vanguard S&P 500 ETF 700 shares (about $359.74K)CVS Health 5,012 shares (about $339.56K)Procter & Gamble 1,837 shares (about $313.06K)Automatic Data Processing 737 shares (about $225.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCoerente Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$45,398,165$423,065 ▲0.9%120,9368.8%Computer and TechnologyGOOGLAlphabet$41,815,893$109,176 ▲0.3%270,4088.1%Computer and TechnologyFIFiserv$33,489,752$397,052 ▼-1.2%151,6546.5%Business ServicesADPAutomatic Data Processing$30,857,307$225,176 ▼-0.7%100,9966.0%Business ServicesSAPSAP$30,460,960$33,823 ▲0.1%113,4745.9%Computer and TechnologyABTAbbott Laboratories$29,418,719$1,724 ▲0.0%221,7775.7%MedicalVVisa$26,428,188$101,984 ▲0.4%75,4105.1%Business ServicesJNJJohnson & Johnson$26,394,099$130,848 ▲0.5%159,1545.1%MedicalITWIllinois Tool Works$25,249,154$196,920 ▲0.8%101,8074.9%IndustrialsAMZNAmazon.com$25,013,291$273,974 ▲1.1%131,4694.9%Retail/WholesaleCLColgate-Palmolive$23,642,571$67,745 ▲0.3%252,3224.6%Consumer StaplesSBUXStarbucks$20,511,992$4,120 ▲0.0%209,1144.0%Retail/WholesalePEPPepsiCo$19,981,904$92,963 ▲0.5%133,2663.9%Consumer StaplesSTZConstellation Brands$19,710,048$3,131,585 ▲18.9%107,4003.8%Consumer StaplesUSBU.S. Bancorp$17,562,971$182,475 ▲1.0%415,9873.4%FinanceEOGEOG Resources$15,820,327$112,979 ▲0.7%123,3653.1%EnergyPFEPfizer$15,234,838$191,038 ▲1.3%601,2173.0%MedicalULTAUlta Beauty$13,670,475$158,345 ▲1.2%37,2962.7%Retail/WholesaleTFCTruist Financial$12,704,404$331,875 ▲2.7%308,7342.5%FinanceJPMJPMorgan Chase & Co.$10,779,953$19,624 ▼-0.2%43,9462.1%FinanceCVSCVS Health$7,939,216$339,563 ▼-4.1%117,1841.5%MedicalVOOVanguard S&P 500 ETF$6,166,920$359,737 ▼-5.5%12,0001.2%ETFCVXChevron$3,498,8700.0%20,9150.7%EnergyPGProcter & Gamble$2,617,480$313,061 ▼-10.7%15,3590.5%Consumer StaplesXOMExxon Mobil$1,214,037$8,920 ▼-0.7%10,2080.2%EnergyABBVAbbVie$879,9840.0%4,2000.2%MedicalEMREmerson Electric$877,1200.0%8,0000.2%IndustrialsWMTWalmart$842,784$52,674 ▼-5.9%9,6000.2%Retail/WholesaleBDXBecton, Dickinson and Company$766,434$68,718 ▼-8.2%3,3460.1%MedicalBRK.BBerkshire Hathaway$764,252$10,652 ▼-1.4%1,4350.1%FinanceGOOGAlphabet$715,533$22,653 ▼-3.1%4,5800.1%Computer and TechnologyAAPLApple$624,185$9,996 ▼-1.6%2,8100.1%Computer and TechnologyCOSTCostco Wholesale$449,245$47,289 ▼-9.5%4750.1%Retail/WholesaleIBMInternational Business Machines$435,1550.0%1,7500.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$433,5270.0%7750.1%FinanceUNHUnitedHealth Group$316,8680.0%6050.1%MedicalDEODiageo$314,370$43,488 ▼-12.2%3,0000.1%Consumer StaplesKMBKimberly-Clark$307,1950.0%2,1600.1%Consumer StaplesCMCSAComcast$0$19,193,217 ▼-100.0%00.0%Consumer DiscretionaryORCLOracle$0$255,792 ▼-100.0%00.0%Computer and TechnologyMDLZMondelez International$0$215,028 ▼-100.0%00.0%Consumer StaplesMRKMerck & Co., Inc.$0$214,677 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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