Spring Capital Management, LLC 13F Holdings · Q3 2026
Spring Capital Management, LLC reported 56 securities worth $208.43M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (9.51%), ETN (6.46%), DE (5.89%). Among its top 25 positions this quarter: 1 new, 19 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.8M | 9.51% | 59,512 | Added |
| 2 | ETN | EATON CORP PLC | $13.5M | 6.46% | 31,336 | Trimmed |
| 3 | DE | DEERE & CO | $12.3M | 5.89% | 18,270 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $11.7M | 5.59% | 44,008 | Added |
| 5 | QCOM | QUALCOMM INC | $10.6M | 5.10% | 57,803 | Added |
| 6 | GWW | WW GRAINGER INC | $9.8M | 4.71% | 7,881 | Trimmed |
| 7 | WMT | WALMART INC | $9.0M | 4.33% | 86,910 | Added |
| 8 | V | VISA INC | $8.7M | 4.16% | 24,101 | Hold |
| 9 | ORCL | ORACLE CORP | $8.3M | 3.97% | 60,246 | Added |
| 10 | CVX | CHEVRON CORPORATION | $7.4M | 3.54% | 36,098 | Added |
| 11 | BRO | BROWN & BROWN INC | $6.4M | 3.06% | 104,778 | Added |
| 12 | LHX | L3HARRIS TECHNOLOGIES INC | $6.3M | 3.03% | 26,685 | Added |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | $6.1M | 2.93% | 23,682 | Added |
| 14 | NEE | NEXTERA ENERGY INC | $6.1M | 2.93% | 80,625 | Added |
| 15 | EME | EMCOR GROUP INC | $6.1M | 2.90% | 8,020 | New |
| 16 | APD | AIR PRODUCTS AND CHEMICALS I | $5.6M | 2.69% | 20,165 | Added |
| 17 | KMB | KIMBERLY-CLARK CORP | $4.8M | 2.33% | 49,767 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $4.7M | 2.26% | 20,619 | Added |
| 19 | MCD | MCDONALDS CORP | $4.6M | 2.20% | 19,891 | Added |
| 20 | PEP | PEPSICO INC | $4.3M | 2.04% | 33,584 | Added |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $4.2M | 2.01% | 91,523 | Added |
| 22 | MDT | MEDTRONIC PLC | $3.7M | 1.78% | 42,915 | Added |
| 23 | TPL | TEXAS PACIFIC LAND CORPORATI | $3.7M | 1.77% | 11,340 | Hold |
| 24 | MKC | MCCORMICK & CO INC | $3.3M | 1.60% | 72,061 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 1.47% | 4,004 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR