COERENTE CAPITAL MANAGEMENT - Portfolio overview

COERENTE CAPITAL MANAGEMENT has 48 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. GOOGL - ALPHABET INC, 8.90%
2. MSFT - MICROSOFT CORP, 7.58%
3. JNJ - JOHNSON & JOHNSON, 6.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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