TCTC Holdings, LLC

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CIK 1483870

13F portfolio (2026-Q1)

$3.5B

Positions

220

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

220

Top 5

34.9%

Top 10

46.5%

Effective N

16.8

HHI

0.059

This quarter

1 new · 0 exit →

By sector

Energy25.9%

Financials20.8%

Information Technology14.7%

Industrials7.6%

Health Care6.9%

Unclassified5.2%

Consumer Discretionary4.1%

Communication Services3.9%

Other11.1%

By market cap

Large ($10–200B)58.5%

Mega (>$200B)32.7%

Unknown7.5%

Mid ($2–10B)1.2%

Small ($300M–2B)0.0%

By region

North America92.5%

Other5.2%

Europe2.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Oil, Gas & Consumable Fuels	25.89%	13
Insurance	9.59%	10
Unclassified	8.40%	47
Pharmaceuticals & Biotechnology	6.30%	12
Banks	5.97%	13
Technology Hardware & Equipment	5.46%	5
Commercial Services & Supplies	5.41%	7
Software	4.37%	7
Utilities	3.36%	12
Specialty Retail	3.16%	6
Software & IT Services	3.04%	5
Semiconductors & Semiconductor Equipment	2.26%	7
Chemicals	2.16%	4
Capital Markets	1.57%	8
Tobacco	1.49%	2
Aerospace & Defense	1.30%	5
Metals & Mining	1.28%	2
Electrical Equipment & Components	1.26%	4
Beverages	1.17%	4
Health Care Equipment & Supplies	1.00%	7
Communications Equipment	0.99%	2
Hotels, Restaurants & Leisure	0.78%	4
Food & Staples Retailing	0.76%	1
Machinery	0.67%	8
Diversified Telecommunication Services	0.57%	2
Real Estate Management & Development	0.45%	1
Media & Entertainment	0.43%	3
Food Products	0.33%	1
Road & Rail	0.16%	3
Entertainment	0.15%	1
Distributors	0.07%	3
Equity Real Estate Investment Trusts (REITs)	0.06%	3
Textiles, Apparel & Luxury Goods	0.05%	2
Airlines	0.04%	2
Paper & Forest Products	0.02%	2
Household Durables	0.02%	1
Automobiles & Components	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	DINO	HF Sinclair Corp	Energy	21.90%
2	MSFT	MICROSOFT CORP	Information Technology	3.58%
3	JPM	JPMORGAN CHASE & CO	Financials	3.25%
4	BRK.B	BERKSHIRE HATHAWAY INC	Financials	3.19%
5	WM	WASTE MANAGEMENT INC	Industrials	2.99%
6	AFL	AFLAC INC	Financials	2.53%
7	IBM	INTERNATIONAL BUSINESS MACHINES CORP	Information Technology	2.44%
8	CB	Chubb Ltd	Financials	2.23%
9	GOOG	Alphabet Inc.	Communication Services	2.23%
10	AAPL	Apple Inc.	Information Technology	2.19%

174/220 names classified · sector 94.8% of weight · industry 91.6% · mkt cap 92.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsBRK.B, AFL, JPM, CB, BAC · other

Information TechnologyMSFT, IBM, AAPL, INTC, GE · other

EnergyDINO, OXY, COP, PSX, SLB · other

Health CarePFE, NVS, BMY, ABBV, MRK · other

IndustrialsWM, MMM, FLR, TRN, UBER · other

Consumer StaplesPEP, MO, PM, CVS, MDLZ · other

Communication ServicesCMCSA, GOOG, T, DIS, GOOGL · other

Consumer DiscretionaryAMZN, LOW, WMT, LVS, TPR · other

UtilitiesWMB, NEE, SO, D, OKE · other

MaterialsLIN, FCX, PG, CL, NKE · other

Real EstateCBRE, PLD, WY, KRG, MAC · other

UnclassifiedHOLLYFRONTIER CORP, WALGREENS BOOTS ALLIANCE INC, IGSB, IWM, WALGREEN CO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 94.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (151 classified)TCTC Holdings, LLC centroid (Mid Core)

EnergyFinancialsInformation TechnologyIndustrialsHealth CareConsumer DiscretionaryCommunication ServicesConsumer StaplesMaterialsUtilitiesReal Estate

Style box summary for TCTC Holdings, LLC: centroid Mid Core. Heaviest cells: Large Core 26.9%, Mid Value 26.1%, Large Value 15.6%.

Classified: 89.2% of book weight (151/220 names) · unclassified 10.8%: BRK.B, NVS, IWM, SPY, EFA, IGSB, EEM, IJR, GLD, IJH +59 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 220 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	DINOHF SINCLAIR CORP	12,331,278	$769M	21.9%	HOLD
2	MSFTMICROSOFT CORP	340,058	$126M	3.6%	HOLD
3	JPMJPMORGAN CHASE & CO	388,069	$114M	3.2%	HOLD
4	BRK.BBERKSHIRE HATHAWAY INC DEL	234,101	$112M	3.2%	HOLD
5	WMWASTE MGMT INC DEL	457,475	$105M	3.0%	HOLD
6	AFLAFLAC INC	809,298	$89M	2.5%	HOLD
7	IBMINTERNATIONAL BUSINESS MACHS	353,583	$86M	2.4%	HOLD
8	CBCHUBB LIMITED	240,743	$78M	2.2%	HOLD
9	GOOGALPHABET INC	272,590	$78M	2.2%	HOLD
10	AAPLAPPLE INC	303,893	$77M	2.2%	HOLD
11	WMBWILLIAMS COS INC	886,402	$65M	1.8%	HOLD
12	LINLINDE PLC	129,285	$64M	1.8%	HOLD
13	UBERUBER TECHNOLOGIES INC	862,739	$62M	1.8%	HOLD
14	NVSNOVARTIS AG	393,864	$60M	1.7%	HOLD
15	BACBANK AMERICA CORP	1,077,332	$53M	1.5%	HOLD
16	IWMISHARES TR	198,955	$49M	1.4%	HOLD
17	RNRRENAISSANCERE HLDGS LTD	150,000	$45M	1.3%	HOLD
18	FCXFREEPORT MCMORAN INC	753,026	$44M	1.3%	HOLD
19	AMZNAMAZON COM INC	191,769	$40M	1.1%	HOLD
20	ORIOld Republic Nat'l. Corp.	979,241	$39M	1.1%	HOLD
21	AONAON PLC	120,000	$39M	1.1%	HOLD
22	PSXPHILLIPS 66	202,528	$37M	1.1%	TRIM −3%
23	PFEPFIZER INC	1,233,510	$35M	1.0%	HOLD
24	QCOMQUALCOMM INC	265,916	$34M	1.0%	HOLD
25	WMTWALMART INC	262,039	$33M	0.9%	HOLD
26	NEENEXTERA ENERGY INC	349,721	$32M	0.9%	HOLD
27	COPCONOCOPHILLIPS	235,693	$31M	0.9%	HOLD
28	PEPPEPSICO INC	198,987	$31M	0.9%	HOLD
29	CFRCULLEN FROST BANKERS INC	219,887	$30M	0.9%	HOLD
30	ABBVABBVIE INC	133,778	$29M	0.8%	HOLD
31	PMPHILIP MORRIS INTL INC	174,169	$29M	0.8%	HOLD
32	LOWLOWES COS INC	117,428	$28M	0.8%	HOLD
33	CSCOCISCO SYS INC	357,143	$28M	0.8%	HOLD
34	CVSCVS HEALTH CORP	369,627	$27M	0.8%	HOLD
35	MRKMERCK & CO INC	206,456	$25M	0.7%	ADD 2%
36	LVSLAS VEGAS SANDS CORP	457,839	$25M	0.7%	HOLD
37	OXYOCCIDENTAL PETE CORP	376,740	$24M	0.7%	TRIM −5%
38	UNHUNITEDHEALTH GROUP INC	88,289	$24M	0.7%	HOLD
39	NVDANVIDIA CORPORATION	135,846	$24M	0.7%	HOLD
40	MOALTRIA GROUP INC	357,279	$24M	0.7%	HOLD
41	BMYBRISTOL-MYERS SQUIBB CO	388,238	$24M	0.7%	HOLD
42	CRMSALESFORCE INC	123,594	$23M	0.7%	HOLD
43	RTXRTX CORPORATION	114,887	$22M	0.6%	HOLD
44	MPCMARATHON PETE CORP	88,144	$22M	0.6%	HOLD
45	SPYSTATE STR SPDR S&P 500 ETF T	32,996	$21M	0.6%	ADD 5%
46	INTCINTEL CORP	480,224	$21M	0.6%	HOLD
47	EGEVEREST GROUP LTD	60,800	$20M	0.6%	HOLD
48	ACAARCOSA INC	182,557	$19M	0.6%	HOLD
49	BXBLACKSTONE INC	167,241	$19M	0.5%	ADD 604%
50	VZVERIZON COMMUNICATIONS INC	365,385	$18M	0.5%	HOLD
51	ADIANALOG DEVICES INC	53,628	$17M	0.5%	HOLD
52	GEGE AEROSPACE	60,081	$17M	0.5%	HOLD
53	SCHWSCHWAB CHARLES CORP	178,815	$17M	0.5%	HOLD
54	GOOGLALPHABET INC	58,138	$17M	0.5%	TRIM −6%
55	CBRECBRE GROUP INC	117,532	$16M	0.5%	ADD 19%
56	TRNTRINITY INDS INC	486,698	$16M	0.4%	TRIM −4%
57	MMM3M CO	104,630	$15M	0.4%	HOLD
58	EFAISHARES TR	153,750	$15M	0.4%	ADD 5%
59	CMCSACOMCAST CORP NEW	498,098	$14M	0.4%	HOLD
60	JNJJOHNSON & JOHNSON	58,501	$14M	0.4%	HOLD
61	TXNTEXAS INSTRS INC	72,316	$14M	0.4%	HOLD
62	EMREMERSON ELEC CO	104,470	$14M	0.4%	HOLD
63	IGSBISHARES TR	258,782	$14M	0.4%	HOLD
64	GEVGE VERNOVA INC	15,106	$13M	0.4%	HOLD
65	MDLZMONDELEZ INTL INC	203,666	$12M	0.3%	HOLD
66	AMGNAMGEN INC	33,147	$12M	0.3%	HOLD
67	EEMISHARES TR	201,424	$11M	0.3%	ADD 8%
68	VVISA INC	37,565	$11M	0.3%	ADD 24%
69	IJRISHARES TR	89,824	$11M	0.3%	HOLD
70	XOMEXXON MOBIL CORP	65,522	$11M	0.3%	TRIM −2%
71	ADPAUTOMATIC DATA PROCESSING IN	51,224	$10M	0.3%	ADD 45%
72	CVXCHEVRON CORP NEW	49,503	$10M	0.3%	HOLD
73	SOSOUTHERN CO	101,128	$10M	0.3%	HOLD
74	GLDSPDR GOLD TR	22,367	$10M	0.3%	HOLD
75	PGPROCTER AND GAMBLE CO	66,035	$10M	0.3%	HOLD
76	ABTABBOTT LABS	92,498	$9M	0.3%	HOLD
77	LLYELI LILLY & CO	9,123	$8M	0.2%	ADD 63%
78	TROWPRICE T ROWE GROUP INC	84,430	$8M	0.2%	ADD 30%
79	IJHISHARES TR	111,382	$8M	0.2%	ADD 3%
80	KOCOCA COLA CO	94,003	$7M	0.2%	TRIM −2%
81	SYKSTRYKER CORPORATION	21,149	$7M	0.2%	ADD 3%
82	MAINMAIN STR CAP CORP	128,991	$7M	0.2%	HOLD
83	EBAYEBAY INC.	72,920	$7M	0.2%	HOLD
84	IVVISHARES TR	9,319	$6M	0.2%	HOLD
85	ALCALCON AG	80,121	$6M	0.2%	HOLD
86	OKEONEOK INC NEW	61,537	$6M	0.2%	HOLD
87	DISDISNEY WALT CO	56,032	$5M	0.2%	ADD 6%
88	COSTCOSTCO WHSL CORP NEW	5,201	$5M	0.1%	TRIM −3%
89	ZTSZOETIS INC	40,898	$5M	0.1%	HOLD
90	UPSUNITED PARCEL SERVICE INC	45,867	$5M	0.1%	HOLD
91	PYPLPAYPAL HLDGS INC	89,469	$4M	0.1%	ADD 3%
92	TGTTARGET CORP	32,800	$4M	0.1%	HOLD
93	AXPAMERICAN EXPRESS CO	13,127	$4M	0.1%	TRIM −4%
94	COFCAPITAL ONE FINL CORP	21,447	$4M	0.1%	HOLD
95	DBRGDIGITALBRIDGE GROUP INC	246,943	$4M	0.1%	HOLD
96	BSVVANGUARD BD INDEX FDS	47,755	$4M	0.1%	HOLD
97	MSMORGAN STANLEY	21,762	$4M	0.1%	HOLD
98	MDTMEDTRONIC PLC	39,303	$3M	0.1%	HOLD
99	GDGENERAL DYNAMICS CORP	9,572	$3M	0.1%	TRIM −5%
100	BABOEING CO	16,497	$3M	0.1%	HOLD
101	XLFSELECT SECTOR SPDR TR	64,754	$3M	0.1%	HOLD
102	PFFISHARES TR	88,647	$3M	0.1%	HOLD
103	ADBEADOBE INC	10,708	$3M	0.1%	TRIM −15%
104	TSMTAIWAN SEMICONDUCTOR MFG LTD	6,962	$2M	0.1%	HOLD
105	DEODIAGEO PLC	29,156	$2M	0.1%	TRIM −14%
106	SHELSHELL PLC	22,975	$2M	0.1%	HOLD
107	ASMLASML HOLDING N V	1,527	$2M	0.1%	HOLD
108	SOLVSOLVENTUM CORP	28,157	$2M	0.1%	ADD 8%
109	MCDMCDONALDS CORP	5,882	$2M	0.1%	HOLD
110	CLCOLGATE PALMOLIVE CO	21,280	$2M	0.1%	HOLD
111	PGRPROGRESSIVE CORP	9,107	$2M	0.1%	TRIM −17%
112	ATOATMOS ENERGY CORP	9,500	$2M	0.0%	HOLD
113	USBUS BANCORP	33,394	$2M	0.0%	HOLD
114	HDHOME DEPOT INC	5,213	$2M	0.0%	HOLD
115	GSGOLDMAN SACHS GROUP INC	1,995	$2M	0.0%	TRIM −4%
116	TAT&T INC	53,689	$2M	0.0%	TRIM −3%
117	VEAVANGUARD TAX-MANAGED FDS	23,614	$2M	0.0%	ADD 4%
118	QQQINVESCO QQQ TR	2,480	$1M	0.0%	HOLD
119	GEHCGE HEALTHCARE TECHNOLOGIES I	19,611	$1M	0.0%	HOLD
120	IVEISHARES TR	6,293	$1M	0.0%	ADD 4%
121	SYYSYSCO CORP	18,551	$1M	0.0%	HOLD
122	MDYSPDR S&P MIDCAP 400 ETF TR	2,127	$1M	0.0%	HOLD
123	SLBSCHLUMBERGER LTD	24,513	$1M	0.0%	TRIM −20%
124	MRSHMARSH & MCLENNAN COS INC	7,247	$1M	0.0%	HOLD
125	IVWISHARES TR	10,725	$1M	0.0%	ADD 166%
126	BLKBLACKROCK INC	1,237	$1M	0.0%	ADD 3%
127	ICEINTERCONTINENTAL EXCHANGE IN	7,378	$1M	0.0%	ADD 7%
128	TPRTAPESTRY INC	8,200	$1M	0.0%	HOLD
129	LMTLOCKHEED MARTIN CORP	1,887	$1M	0.0%	TRIM −13%
130	QUALISHARES TR	5,538	$1M	0.0%	TRIM −3%
131	DHRDANAHER CORP DEL	5,593	$1M	0.0%	ADD 3%
132	MTUMISHARES TR	4,414	$1M	0.0%	ADD 31%
133	GWWWW GRAINGER INC	950	$1M	0.0%	HOLD
134	PLDPROLOGIS INC.	7,734	$1M	0.0%	TRIM −25%
135	FMXFOMENTO ECONOMICO MEXICANO S	9,026	$1M	0.0%	HOLD
136	FDXFEDEX CORP	2,767	$985,550	0.0%	TRIM −10%
137	KDKYNDRYL HLDGS INC	71,574	$939,051	0.0%	TRIM −5%
138	BRBROADRIDGE FINL SOLUTIONS IN	5,597	$909,401	0.0%	HOLD
139	UNPUNION PAC CORP	3,698	$897,209	0.0%	TRIM −17%
140	IUSGISHARES TR	5,699	$883,972	0.0%	TRIM −10%
141	RIORIO TINTO PLC	9,422	$878,978	0.0%	HOLD
142	EPPISHARES INC	16,200	$860,868	0.0%	TRIM −11%
143	FENIFIDELITY COVINGTON TRUST	22,979	$854,810	0.0%	HOLD
144	DDOMINION ENERGY INC	13,778	$851,756	0.0%	HOLD
145	XMESPDR SERIES TRUST	7,695	$831,137	0.0%	HOLD
146	KRGKITE RLTY GROUP TR	33,195	$814,937	0.0%	HOLD
147	SBUXSTARBUCKS CORP	9,084	$813,836	0.0%	HOLD
148	TRGPTARGA RES CORP	3,233	$810,610	0.0%	HOLD
149	KYNKAYNE ANDERSON ENERGY INFRST	55,400	$791,112	0.0%	TRIM −13%
150	ETENERGY TRANSFER L P	38,848	$749,766	0.0%	HOLD
151	XLESELECT SECTOR SPDR TR	12,210	$747,985	0.0%	TRIM −6%
152	ORCLORACLE CORP	5,034	$740,552	0.0%	TRIM −35%
153	DOVDOVER CORP	3,500	$729,575	0.0%	HOLD
154	VBVANGUARD INDEX FDS	2,784	$729,185	0.0%	HOLD
155	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.0%	HOLD
156	BBVABANCO BILBAO VIZCAYA ARGENTA	33,116	$717,293	0.0%	HOLD
157	MFCMANULIFE FINL CORP	19,259	$663,280	0.0%	HOLD
158	AVGOBROADCOM INC	2,107	$652,138	0.0%	HOLD
159	METAMETA PLATFORMS INC	1,112	$636,209	0.0%	HOLD
160	CRKCOMSTOCK RES INC	29,619	$624,369	0.0%	HOLD
161	VTVANGUARD INTL EQUITY INDEX F	4,500	$622,440	0.0%	HOLD
162	SAPSAP SE	3,561	$609,679	0.0%	HOLD
163	WFCWELLS FARGO CO NEW	7,607	$605,566	0.0%	HOLD
164	BAPCREDICORP LTD	1,782	$604,419	0.0%	HOLD
165	VLOVALERO ENERGY CORP	2,334	$576,685	0.0%	HOLD
166	SONYSONY GROUP CORP	26,813	$555,029	0.0%	HOLD
167	VOOVANGUARD INDEX FDS	923	$551,539	0.0%	HOLD
168	DIASPDR DOW JONES INDL AVERAGE	1,180	$546,564	0.0%	HOLD
169	VSNTVERSANT MEDIA GROUP INC	14,629	$541,566	0.0%	NEW
170	LNGCheniere Energy, Inc	1,849	$524,673	0.0%	HOLD
171	CRICARTERS INC	14,594	$521,881	0.0%	HOLD
172	IJTISHARES TR	3,500	$506,485	0.0%	HOLD
173	NOKNOKIA CORP	61,000	$490,440	0.0%	HOLD
174	CSWCSW INDUSTRIALS INC	1,841	$479,728	0.0%	HOLD
175	PWVINVESCO EXCHANGE TRADED FD T	6,547	$456,391	0.0%	HOLD
176	ETRENTERGY CORP NEW	3,922	$440,676	0.0%	TRIM −20%
177	NTESNETEASE COM INC	3,634	$406,790	0.0%	HOLD
178	BHRBBURKE HERBERT FINL SVCS CORP	6,303	$392,614	0.0%	HOLD
179	CCITIGROUP INC	3,287	$372,779	0.0%	HOLD
180	AMATAPPLIED MATLS INC	1,047	$357,854	0.0%	HOLD
181	NOWSERVICENOW INC	3,350	$350,243	0.0%	ADD 6600%
182	GILDGILEAD SCIENCES INC	2,513	$350,237	0.0%	HOLD
183	SDYSPDR SER TR	2,399	$350,110	0.0%	HOLD
184	RYAAYRYANAIR HOLDINGS PLC	5,973	$345,239	0.0%	HOLD
185	ARCCARES CAPITAL CORP	19,000	$342,380	0.0%	HOLD
186	MASMASCO CORP	5,300	$319,961	0.0%	HOLD
187	MACMACERICH CO	16,877	$318,975	0.0%	HOLD
188	ETNEATON CORP PLC	863	$308,669	0.0%	HOLD
189	SONSONOCO PRODS CO	5,702	$308,421	0.0%	HOLD
190	NFLXNETFLIX INC	3,180	$305,757	0.0%	HOLD
191	IGIBISHARES TR	5,655	$300,959	0.0%	TRIM −4%
192	CARRCARRIER GLOBAL CORPORATION	5,325	$299,851	0.0%	TRIM −18%
193	IWNISHARES TR	1,574	$298,415	0.0%	HOLD
194	AERAERCAP HOLDINGS NV	1,989	$272,851	0.0%	HOLD
195	KMIKINDER MORGAN INC DEL	8,137	$272,834	0.0%	HOLD
196	VTVVANGUARD INDEX FDS	1,378	$270,307	0.0%	ADD 16%
197	TBBKBANCORP INC DEL	5,000	$268,650	0.0%	HOLD
198	VEUVANGUARD INTL EQUITY INDEX F	3,506	$263,301	0.0%	HOLD
199	KMBKIMBERLY-CLARK CORP	2,716	$262,013	0.0%	HOLD
200	DVNDEVON ENERGY CORP NEW	5,201	$261,714	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

DINOHF SINCLAIR CORP

12.3M

$769M

MSFTMICROSOFT CORP

343K

342K

338K

336K

335K

340K

$126M

JPMJPMORGAN CHASE & CO

389K

387K

386K

388K

$114M

BRK.BBERKSHIRE HATHAWAY INC DEL

237K

235K

234K

$112M

WMWASTE MGMT INC DEL

457K

456K

458K

457K

$105M

AFLAFLAC INC

813K

812K

811K

810K

809K

$89M

IBMINTERNATIONAL BUSINESS MACHS

353K

354K

$86M

CBCHUBB LIMITED

243K

242K

241K

$78M

GOOGALPHABET INC

281K

282K

278K

275K

273K

$78M

AAPLAPPLE INC

332K

323K

321K

308K

304K

$77M

WMBWILLIAMS COS INC

899K

898K

897K

894K

893K

886K

$65M

LINLINDE PLC

128K

130K

129K

$64M

UBERUBER TECHNOLOGIES INC

847K

848K

851K

853K

858K

863K

$62M

NVSNOVARTIS AG

395K

392K

391K

394K

$60M

BACBANK AMERICA CORP

1.1M

$53M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆TCTC Holdings, LLC