SPRING CAPITAL MANAGEMENT, LLC

Est. AUM

$197.8M

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	APPLE INC	COM	$15.2M	60065	7.71%	SOLE
2	EATON CORP PLC	SHS	$11.4M	31785	5.75%	SOLE
3	JOHNSON & JOHNSON	COM	$10.8M	44229	5.47%	SOLE
4	WALMART INC	COM	$10.7M	86109	5.41%	SOLE
5	DEERE & CO	COM	$10.2M	18179	5.18%	SOLE
6	L3HARRIS TECHNOLOGIES INC	COM	$8.9M	25702	4.49%	SOLE
7	ORACLE CORP	COM	$8.7M	59235	4.41%	SOLE
8	WW GRAINGER INC	COM	$8.7M	7958	4.39%	SOLE
9	NEXTERA ENERGY INC	COM	$7.5M	80569	3.78%	SOLE
10	CHEVRON CORPORATION	COM	$7.4M	35667	3.73%	SOLE
11	QUALCOMM INC	COM	$7.3M	56957	3.71%	SOLE
12	VISA INC	COM CL A	$7.3M	24015	3.67%	SOLE
13	BROWN & BROWN INC	COM	$6.6M	101227	3.34%	SOLE
14	KROGER CO	COM	$6.3M	86789	3.18%	SOLE
15	AIR PRODUCTS AND CHEMICALS I	COM	$6.0M	20514	3.01%	SOLE
16	MCDONALDS CORP	COM	$5.9M	19031	2.99%	SOLE
17	TEXAS PACIFIC LAND CORPORATI	COM	$5.4M	11340	2.72%	SOLE
18	PEPSICO INC	COM	$4.7M	30508	2.40%	SOLE
19	AUTOMATIC DATA PROCESSING IN	COM	$4.7M	23027	2.37%	SOLE
20	KIMBERLY-CLARK CORP	COM	$4.5M	46954	2.29%	SOLE
21	VERIZON COMMUNICATIONS INC	COM	$4.5M	88958	2.26%	SOLE
22	NVIDIA CORPORATION	COM	$3.6M	20470	1.81%	SOLE
23	MEDTRONIC PLC	SHS	$3.5M	40146	1.76%	SOLE
24	MCCORMICK & CO INC	COM NON VTG	$3.3M	65088	1.66%	SOLE
25	EXXON MOBIL CORP	COM	$3.1M	18073	1.55%	SOLE
26	MATADOR RES CO	COM	$2.7M	42400	1.35%	SOLE
27	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	4004	1.32%	SOLE
28	ISHARES TR	TIPS BD ETF	$1.6M	14686	0.82%	SOLE
29	MICROSOFT CORP	COM	$1.5M	4083	0.76%	SOLE
30	STATE STR SPDR DOW JONES IND	UT SER 1	$1.4M	2920	0.68%	SOLE
31	ALPHABET INC	CAP STK CL C	$1.3M	4670	0.68%	SOLE
32	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	16837	0.66%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	18490	0.53%	SOLE
34	BANK AMERICA CORP	COM	$857K	17571	0.43%	SOLE
35	DIAMONDBACK ENERGY INC	COM	$823K	4160	0.42%	SOLE
36	TRACTOR SUPPLY CO	COM	$815K	18000	0.41%	SOLE
37	CATERPILLAR INC	COM	$793K	1120	0.40%	SOLE
38	ONEOK INC NEW	COM	$707K	7824	0.36%	SOLE
39	TRINITY INDS INC	COM	$579K	18000	0.29%	SOLE
40	ENERGY TRANSFER L P	COM UT LTD PTN	$560K	29000	0.28%	SOLE
41	PALANTIR TECHNOLOGIES INC	CL A	$512K	3500	0.26%	SOLE
42	FEDEX CORP	COM	$415K	1166	0.21%	SOLE
43	HONEYWELL INTL INC	COM	$403K	1781	0.20%	SOLE
44	AMAZON COM INC	COM	$371K	1780	0.19%	SOLE
45	USA COMPRESSION PARTNERS LP	COM UNIT LTDPAR	$325K	12000	0.16%	SOLE
46	BROADCOM INC	COM	$314K	1015	0.16%	SOLE
47	COMMERCIAL METALS CO	COM	$307K	5000	0.16%	SOLE
48	ACADEMY SPORTS & OUTDOORS IN	COM	$282K	5000	0.14%	SOLE
49	WELLS FARGO & CO	COM	$210K	2638	0.11%	SOLE

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