account_balance
Investment manager · 13F filer · SEC CIK 1860790
Coerente Capital Management
Reported value$572Mas of Sep 30, 2026
Positions43 0 new, 0 sold out
Top 10 weight61.4%MSFT alone is 10%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
10.2%
GOOGLAlphabet Inc.
7.5%
JNJJohnson & Johnson
7.0%Trimmed −3%
AMZNAmazon.com Inc
6.0%
SAPSAP SE
6.0%Added +2%
VVisa Inc.
5.6%
ADPAutomatic Data Processing Inc
5.6%
ITWIllinois Tool Works Inc
4.8%
USBUS Bancorp
4.4%
ABTAbbott Laboratories
4.3%+4%
CLColgate Palmolive Co
3.9%
ULTAUlta Beauty, Inc.
3.8%
MSFTMicrosoft Corp
10.2%
GOOGLAlphabet Inc.
7.5%
JNJJohnson & Johnson
7.0%
AMZNAmazon.com Inc
6.0%
SAPSAP SE
6.0%+2%
VVisa Inc.
5.6%
ADPAutomatic Data Processing Inc
5.6%
ITWIllinois Tool Works Inc
4.8%
USBUS Bancorp
4.4%
ABTAbbott Laboratories
4.3%
CLColgate Palmolive Co
3.9%
ULTAUlta Beauty, Inc.
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 10.2% HeldGOOGL Alphabet Inc. 7.5% HeldJNJ Johnson & Johnson 7.0% Trimmed −3%AMZN Amazon.com Inc 6.0% HeldSAP SAP SE 6.0% Added +2%V Visa Inc. 5.6% HeldADP Automatic Data Processing Inc 5.6% HeldITW Illinois Tool Works Inc 4.8% HeldUSB US Bancorp 4.4% HeldABT Abbott Laboratories 4.3% Added +4%CL Colgate Palmolive Co 3.9% HeldULTA Ulta Beauty, Inc. 3.8% Held
What changed
Biggest moves since Jun 30, 2026
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