Howard Gleicher's portfolio
In the Q2 2026 13F, filed August 14, 2026, Aristotle Capital Management reported 203 US stock positions worth $47.7B. The largest was Williams-Sonoma (WSM) at 5.4% of the portfolio. New positions: Edwards Lifesciences (EW), Devon Energy (DVN) and Honeywell Aerospace (HONA). Added to: Autodesk (ADSK) and Spdr S&P 500 ETF Trust (SPY). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Edwards LifesciencesEW$784M
- Devon EnergyDVN$92M
- Honeywell AerospaceHONA$473,773
- iShares Expanded Tech-Software Sector ETFIGV$424,304
- First Trust NASDAQ Technology Dividend Index FundTDIV$380,911
- Cisco SystemsCSCO$365,183
- IntelINTC$349,075
- CumminsCMI$304,541
- Snap-OnSNA$278,058
- M&T BankMTB$277,044
Added to
- AutodeskADSK$692M
- Spdr S&P 500 ETF TrustSPY$178M
- DSFIYDSFIY$56M
- ITOCHUITOCF$16M
- iShares Russell 1000 Value ETFIWD$14M
- ItochuITOCY$3M
- Illinois Tool WorksITW$2M
- Vanguard Value Index Fund ETF SharesVTV$2M
- NestleNSRGY$481,188
- VEAVEA$480,521
Trimmed
- Williams-SonomaWSM$2.6B
- Parker-HannifinPH$2.0B
- AlphabetGOOG$1.7B
- CortevaCTVA$1.5B
- Capital One FinancialCOF$1.3B
- MicrosoftMSFT$1.2B
- U.S. BancorpUSB$1.1B
- Martin Marietta MaterialsMLM$1.1B
- AmgenAMGN$1.1B
- Teledyne TechnologiesTDY$1.0B
Sold out
None this quarter.
Holdings
203 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Williams-SonomaWSM | 5.41% | $2.6B | 11,057,269 | Trimmed |
| Parker-HannifinPH | 4.10% | $2.0B | 1,998,974 | Trimmed |
| AlphabetGOOG | 3.58% | $1.7B | 4,829,427 | Trimmed |
| CortevaCTVA | 3.16% | $1.5B | 17,768,547 | Trimmed |
| Capital One FinancialCOF | 2.69% | $1.3B | 6,400,144 | Trimmed |
| MicrosoftMSFT | 2.47% | $1.2B | 3,161,715 | Trimmed |
| U.S. BancorpUSB | 2.23% | $1.1B | 17,593,197 | Trimmed |
| Martin Marietta MaterialsMLM | 2.22% | $1.1B | 1,831,597 | Trimmed |
| AmgenAMGN | 2.21% | $1.1B | 2,915,257 | Trimmed |
| Qualcomm | 2.16% | $1.0B | 5,566,051 | Held |
| Teledyne TechnologiesTDY | 2.12% | $1.0B | 1,515,404 | Trimmed |
| Microchip TechnologyMCHP | 2.07% | $985M | 10,800,194 | Trimmed |
| EcolabECL | 2.06% | $980M | 3,516,811 | Trimmed |
| Mitsubishi UFJ FinancialMUFG | 2.04% | $975M | 49,018,166 | Trimmed |
| Ameriprise FinancialAMP | 2.00% | $956M | 2,083,285 | Trimmed |
| PNC Financial ServicesPNC | 1.99% | $949M | 3,855,586 | Trimmed |
| Coca-ColaKO | 1.96% | $934M | 11,489,995 | Trimmed |
| TotalEnergiesTTE | 1.88% | $897M | 11,540,959 | Trimmed |
| Motorola SolutionsMSI | 1.83% | $871M | 2,097,026 | Trimmed |
| Merck & CompanyMRK | 1.77% | $845M | 6,578,570 | Trimmed |
| Xcel EnergyXEL | 1.76% | $840M | 10,459,005 | Trimmed |
| Sony Group | 1.74% | $828M | 41,272,268 | Held |
| General DynamicsGD | 1.72% | $820M | 2,315,796 | Trimmed |
| Wells Fargo & CompanyWFC | 1.71% | $814M | 9,853,089 | Trimmed |
| Edwards LifesciencesEW | 1.64% | $784M | 8,665,712 | New |
| SynopsysSNPS | 1.63% | $775M | 1,737,376 | Trimmed |
| RPM InternationalRPM | 1.61% | $768M | 6,911,971 | Trimmed |
| Verizon CommunicationsVZ | 1.58% | $754M | 17,802,815 | Trimmed |
| American InternationalAIG | 1.55% | $738M | 9,904,879 | Trimmed |
| Air Products and ChemicalsAPD | 1.55% | $737M | 2,513,746 | Trimmed |
| OshkoshOSK | 1.52% | $725M | 4,726,162 | Trimmed |
| American Water WorksAWK | 1.50% | $714M | 5,429,727 | Trimmed |
| LennarLEN | 1.49% | $709M | 7,836,325 | Trimmed |
| Uber TechnologiesUBER | 1.48% | $706M | 9,786,839 | Trimmed |
| AutodeskADSK | 1.45% | $692M | 3,560,682 | Added |
| Cullen/Frost BankersCFR | 1.45% | $690M | 4,465,464 | Trimmed |
| ChevronCVX | 1.44% | $687M | 4,141,943 | Trimmed |
| Lowe's CompaniesLOW | 1.43% | $681M | 3,090,667 | Trimmed |
| AlconALC | 1.41% | $670M | 9,979,069 | Trimmed |
| Procter & GamblePG | 1.35% | $645M | 4,399,668 | Trimmed |
| BlackstoneBX | 1.23% | $584M | 4,964,102 | Trimmed |
| McCormick & CompanyMKC | 1.20% | $574M | 11,388,915 | Trimmed |
| Equity Lifestyle PropertiesELS | 1.11% | $527M | 8,183,427 | Trimmed |
| MedtronicMDT | 1.03% | $492M | 6,293,698 | Trimmed |
| AdobeADBE | 0.88% | $417M | 2,033,869 | Trimmed |
| CredicorpBAP | 0.58% | $276M | 707,537 | Trimmed |
| CamecoCCJ | 0.44% | $209M | 2,053,931 | Trimmed |
| Spdr S&P 500 ETF TrustSPY | 0.37% | $178M | 238,972 | Added |
| Coca-Cola Europacific Partne | 0.36% | $174M | 1,737,115 | Held |
| Erste Group Bank AG PKEBKDY | 0.33% | $159M | 2,381,098 | Trimmed |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Howard Gleicher own?
In the Q2 2026 13F, Aristotle Capital Management reported 203 US stock positions worth $47.7B. The largest: Williams-Sonoma (WSM) 5.4%, Parker-Hannifin (PH) 4.1%, Alphabet (GOOG) 3.6%, Corteva (CTVA) 3.2%, Capital One Financial (COF) 2.7%.
What did Howard Gleicher buy last quarter?
In Q2 2026: new position in Edwards Lifesciences (EW); new position in Devon Energy (DVN); new position in Honeywell Aerospace (HONA); added to Autodesk (ADSK); added to Spdr S&P 500 ETF Trust (SPY); added to DSFIY (DSFIY).
What did Howard Gleicher sell last quarter?
In Q2 2026: cut Williams-Sonoma (WSM); cut Parker-Hannifin (PH); cut Alphabet (GOOG).
When is Howard Gleicher's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.