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Asset Manager ← All Institutions

RNC CAPITAL MANAGEMENT LLC

Q1 2026 · Filed 2026-02-03
Market Value
$0
-100.0%
Holdings
169
-2
New Purchases
0
Added To
0
Closed
169
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 51 $0 0%
Large Cap 113 $0 0%
Mid Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$348.0B
Median Market Cap
$116.6B
Avg P/E
30.6
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
169
# ETFs / Funds
0

Top Holdings (169 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PSX —% -$43M -330,885 -100.0% SOLD
2 T —% -$54M -2,184,882 -100.0% SOLD
3 GLW —% -$50M -570,068 -100.0% SOLD
4 DIS —% -$5M -48,220 -100.0% SOLD
5 CVX —% -$60M -390,983 -100.0% SOLD
6 FDX —% -$1M -4,367 -100.0% SOLD
7 UBER —% -$2M -25,536 -100.0% SOLD
8 HMC —% -$379K -12,854 -100.0% SOLD
9 CVS —% -$65M -815,930 -100.0% SOLD
10 Q —% -$1M -14,110 -100.0% SOLD
11 BMY —% -$33M -616,326 -100.0% SOLD
12 XOM —% -$11M -92,608 -100.0% SOLD
13 CRM —% -$3M -11,074 -100.0% SOLD
14 NKE —% -$302K -4,740 -100.0% SOLD
15 ZTS —% -$1M -10,006 -100.0% SOLD
16 APD —% -$40M -161,623 -100.0% SOLD
17 ANET —% -$635K -4,844 -100.0% SOLD
18 GE —% -$320K -1,038 -100.0% SOLD
19 AFL —% -$595K -5,391 -100.0% SOLD
20 MS —% -$6M -32,836 -100.0% SOLD
21 BCS —% -$1M -41,882 -100.0% SOLD
22 GS —% -$2M -1,866 -100.0% SOLD
23 HD —% -$38M -111,233 -100.0% SOLD
24 AXP —% -$651K -1,760 -100.0% SOLD
25 ABBV —% -$57M -248,998 -100.0% SOLD
26 UPS —% -$38M -379,168 -100.0% SOLD
27 BLK —% -$63M -58,745 -100.0% SOLD
28 MTB —% -$74M -365,052 -100.0% SOLD
29 BTI —% -$602K -10,633 -100.0% SOLD
30 MO —% -$61M -1,062,550 -100.0% SOLD
31 IX —% -$471K -16,135 -100.0% SOLD
32 IEX —% -$4M -19,807 -100.0% SOLD
33 SRE —% -$54M -606,175 -100.0% SOLD
34 MFC —% -$475K -13,091 -100.0% SOLD
35 WMB —% -$987K -16,420 -100.0% SOLD
36 VZ —% -$272K -6,677 -100.0% SOLD
37 LOW —% -$4M -15,511 -100.0% SOLD
38 ABT —% -$1M -10,572 -100.0% SOLD
39 BBVA —% -$856K -36,742 -100.0% SOLD
40 HIG —% -$311K -2,254 -100.0% SOLD
41 RIO —% -$450K -5,622 -100.0% SOLD
42 PFE —% -$475K -19,094 -100.0% SOLD
43 IBM —% -$5M -17,271 -100.0% SOLD
44 MET —% -$2M -31,666 -100.0% SOLD
45 IRM —% -$664K -8,000 -100.0% SOLD
46 STZ —% -$962K -6,970 -100.0% SOLD
47 DD —% -$1M -35,526 -100.0% SOLD
48 PM —% -$2M -14,179 -100.0% SOLD
49 LMT —% -$42M -87,267 -100.0% SOLD
50 BHP —% -$563K -9,331 -100.0% SOLD
51 RY —% -$4M -22,562 -100.0% SOLD
52 DOW —% -$311K -13,311 -100.0% SOLD
53 KVUE —% -$732K -42,423 -100.0% SOLD
54 TSN —% -$1M -23,562 -100.0% SOLD
55 CAT —% -$2M -4,182 -100.0% SOLD
56 KMI —% -$2M -66,352 -100.0% SOLD
57 BX —% -$234K -1,515 -100.0% SOLD
58 JPM —% -$88M -274,075 -100.0% SOLD
59 BAC —% -$4M -79,661 -100.0% SOLD
60 FERG —% -$418K -1,878 -100.0% SOLD
61 TRV —% -$5M -17,752 -100.0% SOLD
62 SCHW —% -$5M -50,701 -100.0% SOLD
63 LLY —% -$15M -14,065 -100.0% SOLD
64 COF —% -$69M -285,646 -100.0% SOLD
65 TFC —% -$214K -4,346 -100.0% SOLD
66 PG —% -$806K -5,623 -100.0% SOLD
67 PH —% -$589K -670 -100.0% SOLD
68 SLB —% -$1M -31,675 -100.0% SOLD
69 V —% -$5M -15,042 -100.0% SOLD
70 SYF —% -$252K -3,018 -100.0% SOLD
71 ETN —% -$12M -36,154 -100.0% SOLD
72 TMO —% -$8M -13,149 -100.0% SOLD
73 RNR —% -$4M -13,517 -100.0% SOLD
74 CXT —% -$303K -6,430 -100.0% SOLD
75 MUFG —% -$883K -55,697 -100.0% SOLD
76 ENB —% -$69M -1,446,697 -100.0% SOLD
77 SMFG —% -$914K -47,269 -100.0% SOLD
78 MA —% -$264K -462 -100.0% SOLD
79 BA —% -$546K -2,513 -100.0% SOLD
80 MKC —% -$515K -7,563 -100.0% SOLD
81 BP —% -$486K -13,993 -100.0% SOLD
82 MRK —% -$53M -505,611 -100.0% SOLD
83 MCD —% -$949K -3,104 -100.0% SOLD
84 PRU —% -$274K -2,425 -100.0% SOLD
85 NVS —% -$634K -4,598 -100.0% SOLD
86 DUK —% -$4M -30,896 -100.0% SOLD
87 JNJ —% -$57M -277,515 -100.0% SOLD
88 SYK —% -$2M -4,350 -100.0% SOLD
89 PEG —% -$252K -3,137 -100.0% SOLD
90 EMR —% -$62M -464,613 -100.0% SOLD
91 NGG —% -$499K -6,452 -100.0% SOLD
92 PBA —% -$934K -24,542 -100.0% SOLD
93 MDT —% -$40M -418,149 -100.0% SOLD
94 UNH —% -$6M -19,005 -100.0% SOLD
95 RTX —% -$2M -13,537 -100.0% SOLD
96 TGT —% -$908K -9,293 -100.0% SOLD
97 VNT —% -$1M -31,786 -100.0% SOLD
98 NMR —% -$536K -63,906 -100.0% SOLD
99 PGR —% -$1M -5,197 -100.0% SOLD
100 MOG-A —% -$1M -5,018 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
T —%
GLW —%
DIS —%
CVX —%
FDX —%
UBER —%
HMC —%
CVS —%
Q —%
BMY —%
XOM —%
BBVA —%
PSX —%
ZTS —%
View SEC EDGAR Filings for RNC CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms