Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SPRING CAPITAL MANAGEMENT, LLC (CIK 1899146) reported $205.3M across 55 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($17.1M, 8.32%), ETN ($13.4M, 6.51%), DE ($11.4M, 5.55%), JNJ ($11.1M, 5.42%), GWW ($10.7M, 5.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $17.1M | 8.32% | 59,054 | Trimmed |
| 2 | ETN | EATON CORP PLC | $13.4M | 6.51% | 31,383 | Trimmed |
| 3 | DE | DEERE & CO | $11.4M | 5.55% | 17,979 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $11.1M | 5.42% | 43,834 | Trimmed |
| 5 | GWW | WW GRAINGER INC | $10.7M | 5.23% | 7,893 | Trimmed |
| 6 | QCOM | QUALCOMM INC | $10.6M | 5.15% | 57,252 | Added |
| 7 | WMT | WALMART INC | $9.6M | 4.68% | 84,870 | Trimmed |
| 8 | ORCL | ORACLE CORP | $8.7M | 4.22% | 59,137 | Trimmed |
| 9 | V | VISA INC | $8.3M | 4.03% | 24,101 | Added |
| 10 | LHX | L3HARRIS TECHNOLOGIES INC | $7.6M | 3.69% | 26,057 | Added |
| 11 | NEE | NEXTERA ENERGY INC | $7.0M | 3.42% | 80,016 | Trimmed |
| 12 | BRO | BROWN & BROWN INC | $6.7M | 3.24% | 103,796 | Added |
| 13 | CVX | CHEVRON CORPORATION | $6.0M | 2.90% | 35,919 | Added |
| 14 | APD | AIR PRODUCTS AND CHEMICALS I | $5.9M | 2.88% | 20,135 | Trimmed |
| 15 | KMB | KIMBERLY-CLARK CORP | $5.4M | 2.63% | 49,255 | Added |
| 16 | MCD | MCDONALDS CORP | $5.3M | 2.59% | 19,682 | Added |
| 17 | ADP | AUTOMATIC DATA PROCESSING IN | $5.3M | 2.57% | 23,531 | Added |
| 18 | KR | KROGER CO | $5.0M | 2.42% | 89,359 | Added |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATI | $5.0M | 2.42% | 11,340 | Hold |
| 20 | PEP | PEPSICO INC | $4.3M | 2.11% | 31,986 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $4.1M | 1.99% | 20,470 | Hold |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $3.7M | 1.82% | 88,157 | Trimmed |
| 23 | MKC | MCCORMICK & CO INC | $3.5M | 1.72% | 70,103 | Added |
| 24 | MDT | MEDTRONIC PLC | $3.3M | 1.62% | 42,477 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.46% | 4,004 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30