SOMERVILLE KURT F

Est. AUM

$33.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	O REILLY AUTOMOTIVE	COM	$3.0M	33000	9.09%	SOLE
2	ALPHABET INC CL A	COM	$1.2M	4325	3.71%	DFND
3	NVIDIA CORP	COM	$1.0M	5970	3.11%	DFND
4	MORGAN STANLEY	COM	$1.0M	6200	3.04%	DFND
5	TRACTOR SUPPLY	COM	$1.0M	22500	3.04%	SOLE
6	UNION PACIFIC	COM	$970K	4000	2.90%	DFND
7	ANALOG DEVICES	COM	$873K	2744	2.61%	DFND
8	RTX CORPORATION	COM	$764K	3960	2.28%	DFND
9	TEXAS PACIFIC LAND	COM	$747K	1575	2.23%	DFND
10	CHUBB LIMITED	COM	$684K	2100	2.04%	DFND
11	APPLE	COM	$680K	2680	2.03%	DFND
12	JOHNSON AND JOHNSON	COM	$662K	2710	1.98%	DFND
13	MASTERCARD	COM	$660K	1320	1.97%	DFND
14	AMAZON.COM	COM	$581K	2790	1.73%	DFND
15	ADVANCED MICRO DEVICES	COM	$578K	2840	1.73%	DFND
16	TJX COS	COM	$577K	3611	1.72%	DFND
17	MICROSOFT	COM	$576K	1555	1.72%	DFND
18	AUTOMATIC DATA PROCESSING	COM	$570K	2805	1.70%	DFND
19	HOME DEPOT	COM	$565K	1719	1.69%	DFND
20	PROCTER &amp;amp;amp;amp;amp;amp; GAMBLE	COM	$555K	3840	1.66%	DFND
21	TRANE TECHNOLOGIES PLC	COM	$533K	1280	1.59%	DFND
22	ABBOTT LABS	COM	$513K	4996	1.53%	DFND
23	ROCKWELL AUTOMATION	COM	$502K	1400	1.50%	DFND
24	HERSHEY COMPANY	COM	$499K	2400	1.49%	DFND
25	EXXON MOBIL	COM	$496K	2926	1.48%	DFND
26	APTARGROUP	COM	$482K	3824	1.44%	DFND
27	AMPHENOL	COM	$480K	3800	1.43%	DFND
28	APPLIED MATERIAL	COM	$458K	1340	1.37%	DFND
29	TOTAL ENERGIES ADR	COM	$446K	4900	1.33%	DFND
30	TRAVELERS	COM	$433K	1485	1.29%	SOLE
31	ISHARES RUSSELL 1000	COM	$428K	1200	1.28%	DFND
32	DANAHER CORP	COM	$403K	2124	1.20%	DFND
33	LINDE PLC	COM	$382K	770	1.14%	SOLE
34	WISDOMTREE US QUALITY DIV GROW	COM	$373K	4250	1.11%	DFND
35	CHEVRON	COM	$373K	1803	1.11%	DFND
36	SPDR S&P 500 ETF	COM	$372K	572	1.11%	SOLE
37	XYLEM INC	COM	$363K	3035	1.08%	DFND
38	SCHNEIDER ELEC SA ADR	COM	$351K	6445	1.05%	DFND
39	DONALDSON INC	COM	$350K	4125	1.04%	DFND
40	JACOBS SOLUTIONS INC	COM	$337K	2650	1.01%	DFND
41	ROSS STORES	COM	$325K	1500	0.97%	DFND
42	HEICO CORP CLASS A	COM	$311K	1474	0.93%	DFND
43	TEXAS INSTRUMENTS	COM	$311K	1600	0.93%	DFND
44	VISA	COM	$302K	1000	0.90%	DFND
45	CIGNA CORP NEW	COM	$299K	1120	0.89%	DFND
46	CANADIAN NATL RAILWAY	COM	$290K	2820	0.87%	DFND
47	META PLATFORMS INC	COM	$286K	500	0.85%	DFND
48	ROBECO BOSTON PARTNERS LONG SH	Equity Mutual Fu	$283K	20332	0.84%	DFND
49	CATERPILLAR	COM	$283K	400	0.84%	DFND
50	EASTERN BANKSHARES	COM	$279K	14248	0.83%	SOLE

1–50 of 91

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.