Rnc Capital Management LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.92 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $78.8M, Cisco Systems, Inc. with a value of $74.5M, Northern Trust Corp with a value of $70.9M, M&T Bank Corp with a value of $70.4M, and Enbridge Inc with a value of $64.6M.
Examining the 13F form we can see an increase of $100M in the current position value, from $1.82B to 1.92B.
Below you can find more details about Rnc Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.92 Billion
Technology: $363 Million
Financial Services: $341 Million
Healthcare: $328 Million
Energy: $179 Million
Industrials: $175 Million
Communication Services: $138 Million
Consumer Defensive: $122 Million
Consumer Cyclical: $97.1 Million
Other: $175 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
