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Aristotle Capital Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000860644

$47.68B

disclosed book value

212

positions

5.4%

largest position share

Positions, as of 2026-06-30

top 100 of 212 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1WSMWILLIAMS SONOMA INC11.1M$2.58B5.4%
2PHPARKER-HANNIFIN CORP2.0M$1.96B4.1%
3GOOGALPHABET INC4.8M$1.71B3.6%
4CTVACORTEVA INC17.8M$1.50B3.2%
5COFCAPITAL ONE FINL CORP6.4M$1.28B2.7%
6MSFTMICROSOFT CORP3.2M$1.18B2.5%
7USBUS BANCORP17.6M$1.06B2.2%
8MLMMARTIN MARIETTA MATLS INC1.8M$1.06B2.2%
9AMGNAMGEN INC2.9M$1.06B2.2%
10QCOMQUALCOMM INC5.6M$1.03B2.2%
11TDYTELEDYNE TECHNOLOGIES INC1.5M$1.01B2.1%
12MCHPMICROCHIP TECHNOLOGY INC.10.8M$985.0M2.1%
13ECLECOLAB INC3.5M$979.8M2.1%
14MUFGMITSUBISHI UFJ FINANCIAL GRO48.2M$958.1M2%
15AMPAMERIPRISE FINL INC2.1M$955.8M2%
16PNCPNC FINL SVCS GROUP INC3.9M$949.3M2%
17KOCOCA COLA CO11.5M$933.8M2%
18MSIMOTOROLA SOLUTIONS INC2.1M$870.9M1.8%
19MRKMERCK & CO INC6.6M$845.4M1.8%
20XELXCEL ENERGY INC10.5M$839.9M1.8%
21SONYSONY GROUP CORP41.3M$827.9M1.7%
22GDGENERAL DYNAMICS CORP2.3M$820.4M1.7%
23TOTALENERGIES SE10.5M$816.8M1.7%
24WFCWELLS FARGO & CO9.9M$814.3M1.7%
25EWEDWARDS LIFESCIENCES CORP8.7M$783.9M1.6%
26SNPSSYNOPSYS INC1.7M$775.0M1.6%
27RPMRPM INTL INC6.9M$768.3M1.6%
28VZVERIZON COMMUNICATIONS INC17.8M$753.8M1.6%
29AIGAMERICAN INTL GROUP INC9.9M$738.2M1.5%
30APDAIR PRODUCTS AND CHEMICALS I2.5M$737.0M1.5%
31OSKOSHKOSH CORP4.7M$725.4M1.5%
32AWKAMERICAN WTR WKS CO INC NEW5.4M$714.5M1.5%
33LENLENNAR CORP7.8M$709.1M1.5%
34UBERUBER TECHNOLOGIES INC9.8M$706.2M1.5%
35ADSKAUTODESK INC3.6M$692.3M1.5%
36CFRCULLEN FROST BANKERS INC4.5M$690.0M1.4%
37CVXCHEVRON CORPORATION4.1M$686.6M1.4%
38LOWLOWES COS INC3.1M$681.5M1.4%
39PGPROCTER & GAMBLE CO4.4M$645.2M1.4%
40ALCON AG9.2M$614.3M1.3%
41BXBLACKSTONE INC5.0M$584.1M1.2%
42MKCMCCORMICK & CO INC11.4M$574.2M1.2%
43ELSEQUITY LIFESTYLE PROPERTIES8.2M$527.4M1.1%
44MEDTRONIC PLC6.3M$492.4M1%
45ADBEADOBE INC2.0M$417.0M0.9%
46CREDICORP LTD707,537$275.7M0.6%
47SPYSTATE STR SPDR S&P 500 ETF T238,972$178.5M0.4%
48COCA-COLA EUROPACIFIC PARTNE1.7M$173.8M0.4%
49EBKDYERSTE GROUP BANK AG SPONS ADR2.4M$159.3M0.3%
50SAMSUNG ELECTRONICS CO LTD732,033$157.8M0.3%
51SAFRYSAFRAN SA SPONS ADR1.5M$150.3M0.3%
52INGING GROEP N.V.4.8M$149.3M0.3%
53ERSTE GROUP BANK AG1.1M$142.7M0.3%
54DBSDYDBS GROUP HLDGS LTD SPONS ADR672,680$136.1M0.3%
55DBS GROUP HOLDINGS LTD2.7M$135.0M0.3%
56BNBROOKFIELD CORP2.9M$125.5M0.3%
57BROOKFIELD CORP2.9M$124.3M0.3%
58SAFRAN SA302,110$119.2M0.2%
59FRCOYFAST RETAILING CO LTD ADR2.2M$110.7M0.2%
60MSMORGAN STANLEY518,691$108.4M0.2%
61CCJCAMECO CORP1.1M$107.6M0.2%
62TTNDYTECHTRONIC INDUSTRIES CO LTD SPONS ADR1.3M$106.3M0.2%
63TECHTRONIC INDUSTRIES CO LTD6.3M$104.2M0.2%
64CAMECO CORP998,074$101.7M0.2%
65TRANE TECHNOLOGIES PLC206,555$101.5M0.2%
66RHHBYROCHE HOLDING AG2.0M$101.3M0.2%
67OTSKYOTSUKA HOLDINGS CO LTD UNSPONS ADR2.9M$97.9M0.2%
68IRINGERSOLL RAND INC1.1M$94.2M0.2%
69SONY GROUP CORP4.6M$93.2M0.2%
70DVNDEVON ENERGY CORP NEW2.2M$91.8M0.2%
71MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN159,264$88.9M0.2%
72FAST RETAILING CO LTD171,686$87.5M0.2%
73ROCHE HOLDING AG206,871$85.3M0.2%
74SUNBSUNBELT RENTALS HOLDINGS INC1.1M$83.1M0.2%
75DQJCYPAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR8.0M$81.3M0.2%
76MURGYMUENCHENER RUECK-UNSPONS ADR7.3M$81.2M0.2%
77FANUYFANUC CORP ADR3.6M$80.6M0.2%
78TOTALENERGIES SE1.0M$80.5M0.2%
79MGDDYCIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR4.1M$78.5M0.2%
80PAN PACIFIC INTERNATIONAL HOLDINGS CORP15.5M$78.4M0.2%
81WAL-MART DE MEXICO SAB DE CV26.2M$77.0M0.2%
82GSKGSK PLC1.5M$76.7M0.2%
83OTSUKA HOLDINGS CO LTD1.1M$76.0M0.2%
84WMMVYWAL-MART DE MEXICO SA SPONS ADR2.6M$74.8M0.2%
85ARISTOCRAT LEISURE LTD1.7M$74.2M0.2%
86ASAZYASSA ABLOY AB ADR4.2M$73.9M0.2%
87MAGNUM ICE CREAM CO NV/THE4.2M$72.3M0.2%
88SUNBELT RENTALS HOLDINGS INC987,406$72.0M0.2%
89MAGNUM ICE CREAM CO NV4.1M$71.0M0.1%
90GSK PLC2.6M$69.3M0.1%
91HLNHALEON PLC7.1M$66.2M0.1%
92FANUC CORP1.4M$65.2M0.1%
93DAIKIN INDUSTRIES LTD417,100$63.4M0.1%
94MONOTARO CO LTD5.5M$62.6M0.1%
95ASSA ABLOY AB1.7M$60.9M0.1%
96DKILYDAIKIN INDS LTD UNSPONS ADR3.9M$60.0M0.1%
97MONOYMONOTARO CO LTD UNSPONS ADR5.0M$56.9M0.1%
98DSFIYDSM FIRMENICH AG ADR6.0M$56.3M0.1%
99ALCON AG824,241$55.8M0.1%
100ACCENTURE PLC IRELAND447,003$55.6M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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