Wallington Asset Management, LLC

Est. AUM

$750.6M

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	Vanguard FTSE Developed Market ETF	ETF	$80.3M	1253147	10.70%	SOLE
2	Linde PLC	COM	$35.1M	70748	4.67%	SOLE
3	TJX Companies Inc.	COM	$34.1M	213478	4.54%	SOLE
4	Apple Inc.	COM	$32.5M	127866	4.32%	SOLE
5	Alphabet Inc. Class C	COM	$30.6M	106615	4.07%	SOLE
6	Microsoft Corp.	COM	$30.1M	81433	4.02%	SOLE
7	Goldman Sachs Group Inc.	COM	$24.6M	29090	3.28%	SOLE
8	iShares Gold Trust	ETF	$24.5M	278308	3.27%	SOLE
9	Phillips 66	COM	$24.2M	132695	3.22%	SOLE
10	Johnson & Johnson	COM	$22.1M	90318	2.94%	SOLE
11	Micron Technology Inc.	COM	$21.6M	64011	2.88%	SOLE
12	W.R. Berkley Corp.	COM	$20.4M	308444	2.72%	SOLE
13	SPDR Gold Trust	ETF	$19.9M	46172	2.65%	SOLE
14	iShares Core S&P Small-Cap ETF	ETF	$19.6M	157733	2.61%	SOLE
15	Visa Inc. Class A	COM	$19.4M	64223	2.59%	SOLE
16	Amazon.com Inc.	COM	$19.3M	92548	2.57%	SOLE
17	Honeywell International Inc.	COM	$18.9M	83502	2.51%	SOLE
18	Cummins Inc.	COM	$18.5M	34352	2.46%	SOLE
19	Union Pacific Corp.	COM	$18.5M	76150	2.46%	SOLE
20	Avantis U.S. Small-Cap Value ETF	ETF	$17.0M	154271	2.27%	SOLE
21	Medtronic PLC	COM	$17.0M	195969	2.26%	SOLE
22	Exxon Mobil Corp.	COM	$14.9M	88113	1.99%	SOLE
23	Deere & Co.	COM	$14.7M	26179	1.96%	SOLE
24	Amgen Inc.	COM	$14.6M	41625	1.95%	SOLE
25	iShares MSCI Eurozone ETF	ETF	$14.4M	230377	1.92%	SOLE
26	Palo Alto Networks Inc.	COM	$13.8M	85790	1.83%	SOLE
27	Meta Platforms Inc.	COM	$13.0M	22777	1.74%	SOLE
28	BP PLC (ADR)	COM	$12.0M	255246	1.60%	SOLE
29	American Tower Corp.	COM	$11.8M	68560	1.58%	SOLE
30	Cisco Systems Inc.	COM	$11.0M	141142	1.46%	SOLE
31	Lowe's Companies Inc.	COM	$10.4M	44104	1.39%	SOLE
32	iShares MSCI Emerging Market ex China ETF	ETF	$9.7M	123247	1.29%	SOLE
33	Bank of America Corp.	COM	$9.2M	188466	1.22%	SOLE
34	Vanguard FTSE Emerging Markets ETF	ETF	$8.4M	155921	1.12%	SOLE
35	Colgate-Palmolive Co.	COM	$5.8M	67857	0.77%	SOLE
36	Aflac Inc.	COM	$5.6M	51364	0.75%	SOLE
37	PepsiCo Inc.	COM	$5.2M	33448	0.69%	SOLE
38	Home Depot Inc.	COM	$5.2M	15731	0.69%	SOLE
39	The Walt Disney Co.	COM	$4.8M	50161	0.64%	SOLE
40	Eli Lilly & Co.	COM	$3.1M	3396	0.42%	SOLE
41	SPDR Portfolio S&P 500 ETF	ETF	$2.6M	4055	0.35%	SOLE
42	Roche Holdings Ltd. (ADR)	COM	$2.0M	40264	0.27%	SOLE
43	Solstice Advanced Materials In	COM	$1.4M	17880	0.18%	SOLE
44	JPMorgan Chase & Co.	COM	$947K	3218	0.13%	SOLE
45	Boeing Co.	COM	$913K	4587	0.12%	SOLE
46	iShares S&P 500 Growth ETF	ETF	$779K	6890	0.10%	SOLE
47	SPDR Portfolio S&P 500 Value ETF	ETF	$751K	13270	0.10%	SOLE
48	SPDR Portfolio S&P 500 Growth ETF	ETF	$734K	7500	0.10%	SOLE
49	Canadian Natural Resources Ltd	COM	$604K	12400	0.08%	SOLE
50	Vanguard Short-Term Corporate Bond ETF	ETF	$576K	7265	0.08%	SOLE

1–50 of 61

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