
RNC CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | T | 2.18M | $54.27M |
![]() | CTRA | 1.85M | $48.62M |
![]() | ENB | 1.45M | $69.20M |
![]() | CMCSA | 1.27M | $38.07M |
![]() | CSCO | 1.07M | $82.11M |
![]() | MO | 1.06M | $61.27M |
![]() | CVS | 816K | $64.75M |
![]() | EVRG | 695K | $50.41M |
![]() | MCHP | 646K | $41.18M |
![]() | BMY | 616K | $33.24M |
![]() | SRE | 606K | $53.52M |
![]() | LKQ | 583K | $17.59M |
![]() | NTRS | 580K | $79.20M |
![]() | GLW | 570K | $49.92M |
![]() | MRK | 506K | $53.22M |
![]() | EMR | 465K | $61.66M |
![]() | GILD | 452K | $55.48M |
![]() | PEP | 419K | $60.07M |
![]() | MDT | 418K | $40.17M |
![]() | CVX | 391K | $59.59M |

AT&T Inc.
T
Shares Held
2.18M
Value
$54.27M

Coterra Energy Inc.
CTRA
Shares Held
1.85M
Value
$48.62M

Enbridge Inc.
ENB
Shares Held
1.45M
Value
$69.20M

Comcast Corporation
CMCSA
Shares Held
1.27M
Value
$38.07M

Cisco Systems, Inc.
CSCO
Shares Held
1.07M
Value
$82.11M

Altria Group, Inc.
MO
Shares Held
1.06M
Value
$61.27M

CVS Health Corporation
CVS
Shares Held
816K
Value
$64.75M

Evergy, Inc.
EVRG
Shares Held
695K
Value
$50.41M

Microchip Technology Incorporated
MCHP
Shares Held
646K
Value
$41.18M

Bristol-Myers Squibb Company
BMY
Shares Held
616K
Value
$33.24M

Sempra
SRE
Shares Held
606K
Value
$53.52M

LKQ Corporation
LKQ
Shares Held
583K
Value
$17.59M

Northern Trust Corporation
NTRS
Shares Held
580K
Value
$79.20M

Corning Incorporated
GLW
Shares Held
570K
Value
$49.92M

Merck & Co., Inc.
MRK
Shares Held
506K
Value
$53.22M

Emerson Electric Co.
EMR
Shares Held
465K
Value
$61.66M

Gilead Sciences, Inc.
GILD
Shares Held
452K
Value
$55.48M

PepsiCo, Inc.
PEP
Shares Held
419K
Value
$60.07M

Medtronic plc
MDT
Shares Held
418K
Value
$40.17M

Chevron Corporation
CVX
Shares Held
391K
Value
$59.59M
