DISTILLATE CAPITAL PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 1.21M | $36.10M |
 | PR | 1.05M | $14.77M |
 | BMY | 658K | $35.08M |
 | PINS | 581K | $15.05M |
 | CTRA | 577K | $15.19M |
 | LKQ | 510K | $15.41M |
 | CSCO | 481K | $36.87M |
 | MRK | 444K | $46.80M |
 | DBX | 435K | $12.10M |
 | MO | 413K | $23.82M |
 | PYPL | 395K | $23.04M |
 | UBER | 364K | $29.76M |
 | FTI | 353K | $15.72M |
 | SW | 343K | $13.28M |
 | FTV | 278K | $15.38M |
 | KR | 277K | $17.28M |
 | PG | 271K | $38.89M |
 | ON | 263K | $14.23M |
 | GPN | 233K | $18.00M |
 | TMUS | 230K | $46.74M |
Comcast Corporation
CMCSA
Shares Held
1.21M
Value
$36.10M
Permian Resources Corporation
PR
Shares Held
1.05M
Value
$14.77M
Bristol-Myers Squibb Company
BMY
Shares Held
658K
Value
$35.08M
Pinterest, Inc.
PINS
Shares Held
581K
Value
$15.05M
Coterra Energy Inc.
CTRA
Shares Held
577K
Value
$15.19M
LKQ Corporation
LKQ
Shares Held
510K
Value
$15.41M
Cisco Systems, Inc.
CSCO
Shares Held
481K
Value
$36.87M
Merck & Co., Inc.
MRK
Shares Held
444K
Value
$46.80M
Dropbox, Inc.
DBX
Shares Held
435K
Value
$12.10M
Altria Group, Inc.
MO
Shares Held
413K
Value
$23.82M
PayPal Holdings, Inc.
PYPL
Shares Held
395K
Value
$23.04M
Uber Technologies, Inc.
UBER
Shares Held
364K
Value
$29.76M
TechnipFMC plc
FTI
Shares Held
353K
Value
$15.72M
Smurfit Westrock Plc
SW
Shares Held
343K
Value
$13.28M
Fortive Corporation
FTV
Shares Held
278K
Value
$15.38M
The Kroger Co.
KR
Shares Held
277K
Value
$17.28M
The Procter & Gamble Company
PG
Shares Held
271K
Value
$38.89M
ON Semiconductor Corporation
ON
Shares Held
263K
Value
$14.23M
Global Payments Inc.
GPN
Shares Held
233K
Value
$18.00M
T-Mobile US, Inc.
TMUS
Shares Held
230K
Value
$46.74M