Distillate Capital Partners LLC

Est. AUM

$1.90B

13F long equity, this entity only

Positions

118

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ABBVIE INC	COM	$56.6M	260373	2.98%	SOLE
2	MERCK & CO INC	COM	$53.8M	446915	2.83%	SOLE
3	SALESFORCE INC	COM	$40.1M	214724	2.11%	SOLE
4	T-MOBILE US INC	COM	$37.3M	177574	1.96%	SOLE
5	UBER TECHNOLOGIES INC	COM	$34.3M	476249	1.80%	SOLE
6	COMCAST CORP NEW	CL A	$34.1M	1201266	1.80%	SOLE
7	BOOKING HOLDINGS INC	COM	$33.9M	8046	1.78%	SOLE
8	QUALCOMM INC	COM	$32.7M	253567	1.72%	SOLE
9	ACCENTURE PLC IRELAND	SHS CLASS A	$31.2M	157445	1.64%	SOLE
10	ADOBE INC	COM	$31.0M	127529	1.63%	SOLE
11	ABBOTT LABORATORIES	COM	$29.1M	282963	1.53%	SOLE
12	THE CIGNA GROUP	COM	$28.6M	107066	1.50%	SOLE
13	MARATHON PETE CORP	COM	$28.0M	114758	1.48%	SOLE
14	ALTRIA GROUP INC	COM	$27.2M	411843	1.43%	SOLE
15	PAYPAL HLDGS INC	COM	$24.2M	535580	1.28%	SOLE
16	MARSH & MCLENNAN COS INC	COM	$23.8M	137460	1.26%	SOLE
17	DIAMONDBACK ENERGY INC	COM	$23.8M	120280	1.25%	SOLE
18	AUTOMATIC DATA PROCESSING IN	COM	$22.9M	112899	1.21%	SOLE
19	PERMIAN RESOURCES CORP	CLASS A COM	$22.4M	1051656	1.18%	SOLE
20	REGENERON PHARMACEUTICALS	COM	$22.1M	28570	1.16%	SOLE
21	MCKESSON CORP	COM	$22.1M	25501	1.16%	SOLE
22	GALLAGHER ARTHUR J & CO	COM	$21.3M	98409	1.12%	SOLE
23	AON PLC	SHS CL A	$21.2M	65551	1.11%	SOLE
24	PACCAR INC	COM	$20.5M	177553	1.08%	SOLE
25	GENERAL DYNAMICS CORP	COM	$20.2M	58779	1.06%	SOLE
26	COTERRA ENERGY INC	COM	$20.1M	572461	1.06%	SOLE
27	OMNICOM GROUP INC	COM	$20.1M	266661	1.06%	SOLE
28	KROGER CO	COM	$20.0M	277002	1.06%	SOLE
29	CARDINAL HEALTH INC	COM	$19.8M	93721	1.04%	SOLE
30	COGNIZANT TECHNOLOGY SOLUTIO	CL A	$19.3M	314535	1.02%	SOLE
31	ROPER TECHNOLOGIES INC	COM	$19.1M	54107	1.01%	SOLE
32	ZOETIS INC	CL A	$19.1M	161152	1.00%	SOLE
33	EMCOR GROUP INC	COM	$18.9M	25547	0.99%	SOLE
34	ALIGN TECHNOLOGY INC	COM	$18.8M	109773	0.99%	SOLE
35	CONSTELLATION BRANDS INC	CL A	$18.4M	122522	0.97%	SOLE
36	VISTRA CORP	COM	$18.3M	121831	0.96%	SOLE
37	DOORDASH INC	CL A	$18.2M	121095	0.96%	SOLE
38	D R HORTON INC	COM	$18.2M	132415	0.96%	SOLE
39	UNITEDHEALTH GROUP INC	COM	$17.9M	66080	0.94%	SOLE
40	TECHNIPFMC PLC	COM	$17.8M	258065	0.94%	SOLE
41	TE CONNECTIVITY PLC	ORD SHS	$17.7M	84450	0.93%	SOLE
42	WORKDAY INC	CL A	$17.3M	133000	0.91%	SOLE
43	JABIL INC	COM	$17.2M	64799	0.91%	SOLE
44	GODADDY INC	CL A	$17.1M	207127	0.90%	SOLE
45	ICON PLC	SHS	$17.0M	153865	0.90%	SOLE
46	INCYTE CORP	COM	$16.9M	180044	0.89%	SOLE
47	AIRBNB INC	COM CL A	$16.8M	133341	0.89%	SOLE
48	PULTE GROUP INC	COM	$16.8M	142948	0.89%	SOLE
49	BORGWARNER INC	COM	$16.8M	309292	0.88%	SOLE
50	TEXTRON INC	COM	$16.7M	190805	0.88%	SOLE

1–50 of 118

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