SPRING CAPITAL MANAGEMENT, LLC
Q3 2026 13F filing
Updated 27 days ago56 disclosed positions worth $208.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $19.8M | 59.5K | 9.51% | Added(+0.8%) |
| 2 | E EATON CORP PLC | $13.5M | 31.3K | 6.46% | Trimmed(-0.1%) |
| 3 | D DEERE & CO | $12.3M | 18.3K | 5.89% | Added(+1.6%) |
| 4 | J JOHNSON & JOHNSON | $11.7M | 44.0K | 5.59% | Added(+0.4%) |
| 5 | Q QUALCOMM INC | $10.6M | 57.8K | 5.10% | Added(+1.0%) |
| 6 | G WW GRAINGER INC | $9.8M | 7.9K | 4.71% | Trimmed(-0.1%) |
| 7 | W WALMART INC | $9M | 86.9K | 4.33% | Added(+2.4%) |
| 8 | V VISA INC | $8.7M | 24.1K | 4.16% | Unchanged |
| 9 | O ORACLE CORP | $8.3M | 60.2K | 3.97% | Added(+1.9%) |
| 10 | C CHEVRON CORPORATION | $7.4M | 36.1K | 3.54% | Added(+0.5%) |
| 11 | B BROWN & BROWN INC | $6.4M | 104.8K | 3.06% | Added(+0.9%) |
| 12 | L L3HARRIS TECHNOLOGIES INC | $6.3M | 26.7K | 3.03% | Added(+2.4%) |
| 13 | A AUTOMATIC DATA PROCESSING IN | $6.1M | 23.7K | 2.93% | Added(+0.6%) |
| 14 | N NEXTERA ENERGY INC | $6.1M | 80.6K | 2.93% | Added(+0.8%) |
| 15 | E EMCOR GROUP INC | $6.1M | 8.0K | 2.90% | — |
| 16 | A AIR PRODUCTS AND CHEMICALS I | $5.6M | 20.2K | 2.69% | Added(+0.1%) |
| 17 | K KIMBERLY-CLARK CORP | $4.8M | 49.8K | 2.33% | Added(+1.0%) |
| 18 | N NVIDIA CORPORATION | $4.7M | 20.6K | 2.26% | Added(+0.7%) |
| 19 | M MCDONALDS CORP | $4.6M | 19.9K | 2.20% | Added(+1.1%) |
| 20 | P PEPSICO INC | $4.3M | 33.6K | 2.04% | Added(+5.0%) |
| 21 | V VERIZON COMMUNICATIONS INC | $4.2M | 91.5K | 2.01% | Added(+3.8%) |
| 22 | M MEDTRONIC PLC | $3.7M | 42.9K | 1.78% | Added(+1.0%) |
| 23 | T TEXAS PACIFIC LAND CORPORATI | $3.7M | 11.3K | 1.77% | Unchanged |
| 24 | M MCCORMICK & CO INC | $3.3M | 72.1K | 1.60% | Added(+2.8%) |
| 25 | S STATE STR SPDR S&P 500 ETF T | $3.1M | 4.0K | 1.47% | Unchanged |
| 26 | X EXXONMOBIL HOLDINGS CORP | $2.9M | 18.1K | 1.41% | — |
| 27 | M MICROSOFT CORP | $2.1M | 4.2K | 1.03% | Added(+2.5%) |
| 28 | M MATADOR RES CO | $2M | 39.1K | 0.97% | Added(+1.2%) |
| 29 | D STATE STR SPDR DOW JONES IND | $1.6M | 3.2K | 0.79% | Added(+11.0%) |
| 30 | G ALPHABET INC | $1.6M | 4.7K | 0.76% | Unchanged |
| 31 | B ISHARES TR | $1.6M | 15.2K | 0.76% | Added(+1.7%) |
| 32 | V VANGUARD BD INDEX FDS | $1.3M | 17.2K | 0.60% | Added(+1.0%) |
| 33 | S SPDR SERIES TRUST | $1.1M | 18.5K | 0.54% | Unchanged |
| 34 | B BANK OF AMER CORP | $956K | 17.6K | 0.46% | Unchanged |
| 35 | C CATERPILLAR INC | $908K | 1.1K | 0.44% | Unchanged |
| 36 | F DIAMONDBACK ENERGY INC | $765K | 4.2K | 0.37% | Unchanged |
| 37 | P PALANTIR TECHNOLOGIES INC | $690K | 3.7K | 0.33% | Added(+5.5%) |
| 38 | O ONEOK INC NEW | $667K | 7.8K | 0.32% | — |
| 39 | E ENERGY TRANSFER L P | $573K | 29.0K | 0.28% | Unchanged |
| 40 | T TRACTOR SUPPLY CO | $563K | 18.0K | 0.27% | Unchanged |
| 41 | D DELL TECHNOLOGIES INC | $538K | 1.0K | 0.26% | Unchanged |
| 42 | T TRINITY INDS INC | $460K | 18.0K | 0.22% | Unchanged |
| 43 | A AMAZON COM INC | $446K | 1.8K | 0.21% | Unchanged |
| 44 | M MICRON TECHNOLOGY INC | $362K | 340 | 0.17% | Unchanged |
| 45 | A BROADCOM INC | $356K | 1.0K | 0.17% | Unchanged |
| 46 | M MARVELL TECHNOLOGY INC | $353K | 1.3K | 0.17% | Unchanged |
| 47 | C COMMERCIAL METALS CO | $311K | 5.0K | 0.15% | Unchanged |
| 48 | F FEDEX CORP | $304K | 1.1K | 0.15% | Unchanged |
| 49 | M MARATHON PETE CORP | $302K | 765 | 0.15% | — |
| 50 | U USA COMPRESSION PARTNERS LP | $298K | 12.0K | 0.14% | Unchanged |