Coerente Capital Management has filed a Form 13F-HR, revealing a total of $572 million in holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and portfolio composition.

About Coerente Capital Management

Coerente Capital Management, based in Toronto, is an asset management firm that focuses on various investment strategies. The firm is registered with the SEC under the Central Index Key (CIK) 0001860790. The latest filing is part of a series of reports, with the most recent submissions occurring on October 29, 2026, and July 22, 2026.

What the Filing Says

The filing indicates that Coerente Capital Management holds investments in 43 different companies, with a total value of $572,039,346. The firm has a diverse portfolio, including significant positions in major corporations.

Impact

This update may impact various sectors, particularly consumer goods, healthcare, and technology, as Coerente's investments reflect trends and strategies that could influence market dynamics. Competitors in the asset management industry may analyze this filing to assess Coerente's approach to asset allocation and investment selection.

What's Next

The filing does not say what happens next.

Portfolio Highlights

Coerente Capital Management's portfolio is notably diverse, with significant investments in several high-profile companies. Among the top holdings is Johnson & Johnson, with a value of approximately $40.3 million, representing a substantial commitment to the healthcare sector. Other major investments include Apple Inc., valued at approximately $524,506, and Microsoft Corp., which holds a value of about $58.4 million.

The firm also maintains a strong position in consumer goods, with substantial investments in companies like Procter & Gamble Co., Walmart Inc., and Colgate-Palmolive Co. These investments indicate a strategic focus on stable, consumer-oriented companies that are likely to perform well in varying market conditions.

Investment Strategy

Coerente Capital Management employs a strategy of sole investment discretion across its holdings, indicating a hands-on approach to managing its portfolio. This strategy allows the firm to make independent investment decisions without the influence of external managers, potentially leading to more tailored investment choices that align closely with the firm's objectives.

Conclusion

While the filing provides a comprehensive overview of Coerente Capital Management's holdings and investment strategy, it does not disclose specific performance metrics or insights into future investment plans. Investors and analysts may look forward to future filings for additional updates on the firm's strategic direction and performance outcomes.