Coerente Capital Management
Coerente Capital Management is an SEC-registered investment adviser headquartered in Morristown, New Jersey. The firm was founded in 2021 and serves institutional clients and high-net-worth individuals through discretionary asset management services. Coerente manages a broad portfolio of global equities and fixed income and is known for its disciplined investment process and transparency. The team comprises experienced professionals focused on long-term client outcomes.
Investment Strategy
Coerente Capital Management employs a long-term, fundamentally-driven investment approach with an emphasis on quality, diversification, and risk management. The firm primarily invests in large-cap equities, focusing on companies with durable competitive advantages, strong balance sheets, and reliable earnings. Their portfolio construction seeks to balance sector exposures and achieve steady growth while minimizing volatility. Coerente integrates macroeconomic analysis and bottom-up research to identify investment opportunities, and regularly reviews holdings to maintain optimal risk-adjusted returns.
Latest 13F Filing Activity
Coerente Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 39 equity positions with a total 13F market value of $544M. The fund increased holdings in Microsoft Corp., Otis Worldwide Corp., Alphabet Inc. among other positions. Coerente Capital Management reduced exposure to Fiserv Inc., Johnson & Johnson, Pepsico Inc. among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.83% | $58.9M | 118,384 | $237.80 | $497.41 | +$13.5M |
| ALPHABET INC | 8.76% | $47.7M | 270,424 | $103.65 | $176.23 | +$5.8M | |
S SAP | SAP SE | 6.25% | $34.0M | 111,793 | $129.41 | $304.10 | +$3.5M |
A ABT | ABBOTT LABS | 5.50% | $29.9M | 219,884 | $119.69 | $136.01 | +$487.7K |
A AMZN | AMAZON COM INC | 5.34% | $29.0M | 132,327 | $154.67 | $219.39 | +$4.0M |