MATTERN CAPITAL MANAGEMENT, LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$785.4M

Holdings

163

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
AAPLAPPLE INC
$17.3M
BROBROWN & BROWN INC
$14.7M
MSFTMICROSOFT CORP
$14.1M
COSTCOSTCO WHSL CORP NEW
$13.3M
ABGCENCORA INC
$13.2M
WMTWALMART INC
$12.4M
LOWLOWES COS INC
$12.3M
GWWGRAINGER W W INC
$11.6M
AFLAFLAC INC
$11.5M
PSXPHILLIPS 66
$11.4M
CBCHUBB LIMITED
$11.0M
LINLINDE PLC
$10.9M
TSCOTRACTOR SUPPLY CO
$10.6M
SPGIS&P GLOBAL INC
$10.6M
ADPAUTOMATIC DATA PROCESSING IN
$10.5M
AMGNAMGEN INC
$10.3M
BRBROADRIDGE FINL SOLUTIONS IN
$10.2M
UNHUNITEDHEALTH GROUP INC
$10.0M
CSCOCISCO SYS INC
$10.0M
SBUXSTARBUCKS CORP
$10.0M
SHWSHERWIN WILLIAMS CO
$9.9M
NEENEXTERA ENERGY INC
$9.9M
HDHOME DEPOT INC
$9.7M
PAYXPAYCHEX INC
$9.7M
GDGENERAL DYNAMICS CORP
$9.7M
SYKSTRYKER CORPORATION
$9.6M
APDAIR PRODS & CHEMS INC
$9.5M
ATOATMOS ENERGY CORP
$9.5M
BLKBLACKROCK INC
$9.5M
ICEINTERCONTINENTAL EXCHANGE IN
$9.4M
XYLXYLEM INC
$9.4M
ABTABBOTT LABS
$9.3M
CITCINTAS CORP
$9.3M
ADIANALOG DEVICES INC
$9.3M
MCDMCDONALDS CORP
$9.2M
PGPROCTER AND GAMBLE CO
$9.2M
ECLECOLAB INC
$9.2M
WECWEC ENERGY GROUP INC
$9.2M
UNPUNION PAC CORP
$9.1M
LMTLOCKHEED MARTIN CORP
$9.1M
JKHYHENRY JACK & ASSOC INC
$9.1M
ACNACCENTURE PLC IRELAND
$9.0M
FDSFACTSET RESH SYS INC
$8.9M
CLCOLGATE PALMOLIVE CO
$8.9M
MDTMEDTRONIC PLC
$8.9M
AWCAMERICAN WTR WKS CO INC NEW
$8.8M
CMSCMS ENERGY CORP
$8.8M
CBSHCOMMERCE BANCSHARES INC
$8.8M
EMREMERSON ELEC CO
$8.7M
ZTSZOETIS INC
$8.6M
HONHONEYWELL INTL INC
$8.6M
ITWILLINOIS TOOL WKS INC
$8.6M
CHDCHURCH & DWIGHT CO INC
$8.6M
JNJJOHNSON & JOHNSON
$8.5M
VVISA INC
$8.4M
LHXL3HARRIS TECHNOLOGIES INC
$8.4M
NJRNEW JERSEY RES CORP
$8.4M
MDLZMONDELEZ INTL INC
$8.3M
TXNTEXAS INSTRS INC
$8.3M
PEPPEPSICO INC
$8.3M
PLDPROLOGIS INC.
$8.2M
MCXMCCORMICK & CO INC
$7.9M
CMCSACOMCAST CORP NEW
$7.9M
OREALTY INCOME CORP
$7.8M
PPGPPG INDS INC
$7.8M
BDXBECTON DICKINSON & CO
$7.7M
DYHTARGET CORP
$7.7M
TROWPRICE T ROWE GROUP INC
$7.4M
FRTFEDERAL RLTY INVT TR NEW
$7.1M
AVGOBROADCOM INC
$7.1M
NKENIKE INC
$6.9M
PHPARKER-HANNIFIN CORP
$6.7M
BF/BBROWN FORMAN CORP
$6.1M
VOOVANGUARD INDEX FDS
$5.4M
LLYELI LILLY & CO
$5.4M
WRBBERKLEY W R CORP
$5.2M
AVIGAMERICAN CENTY ETF TR
$5.0M
ROPROPER TECHNOLOGIES INC
$4.3M
MAMASTERCARD INCORPORATED
$4.1M
APHAMPHENOL CORP NEW
$3.7M
NDQINVESCO QQQ TR
$2.4M
AMZNAMAZON COM INC
$2.2M
VTEBVANGUARD MUN BD FDS
$1.8M
DECKDECKERS OUTDOOR CORP
$1.8M
IWDISHARES TR
$1.7M
AVLVAMERICAN CENTY ETF TR
$1.3M
VTIVANGUARD INDEX FDS
$1.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
AONAON PLC
$1.1M
TSLATESLA INC
$1.1M
CVXCHEVRON CORP NEW
$1.1M
NFLXNETFLIX INC
$1.1M
COPCONOCOPHILLIPS
$1.0M
ADBEADOBE INC
$1.0M
VNLAJANUS DETROIT STR TR
$988K
QUALISHARES TR
$954K
VRTXVERTEX PHARMACEUTICALS INC
$938K
GOOGALPHABET INC
$929K
SHYISHARES TR
$921K
DUHPDIMENSIONAL ETF TRUST
$919K
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