Coerente Capital Management - Q12026 Holdings

Coerente Capital Management holds 47 stocks with a total portfolio value of $ 537.38M as of Q12026. In Q12026, Coerente Capital Management added 1 new position, increased stakes in 17 stocks, reduced 16 holdings, and fully exited 3 positions. The largest holding is Alphabet Inc (GOOGL), representing 9.27% of the total portfolio.