Coerente Capital Management - Q42025 Holdings

Coerente Capital Management holds 49 stocks with a total portfolio value of $ 547.99M as of Q42025. In Q42025, Coerente Capital Management added 11 new positions, increased stakes in 19 stocks, reduced 12 holdings, and fully exited 1 position. The largest holding is Alphabet Inc (GOOGL), representing 11.24% of the total portfolio.