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Aristotle Capital Management, LLC

Q2 2025 · 13F-HR

Aristotle Capital Management, LLCholdings as filed

Filed 2025-08-14 · accession 0001398344-25-015402

$51.92B
Reported value
184
Positions
2025-06-30
Period end
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The Brief · Aristotle Capital Management, LLC · Q2 2025

AI · grounded in 13F

Aristotle Capital Management, LLC established a new position in PH valued at $2.12B. The fund also initiated new stakes in MSFT for $1.91B and COF for $1.65B. Additional new positions include CTVA at $1.64B and WSM at $1.49B. The fund manages a total of 184 positions with $51.92B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
701094104PHPARKER-HANNIFIN CORP$2.12B4.09%3,039,334CommonSOLE
594918104MSFTMICROSOFT CORP$1.91B3.68%3,836,291CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.65B3.18%7,760,720CommonSOLE
22052L104CTVACORTEVA INC$1.64B3.16%22,014,122CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.49B2.88%9,145,444CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.36B2.62%2,547,591CommonSOLE
835699307SONYSONY GROUP CORP$1.28B2.47%49,185,490CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.25B2.41%2,275,539CommonSOLE
049560105ATOATMOS ENERGY CORP$1.17B2.26%7,620,693CommonSOLE
278865100ECLECOLAB INC$1.15B2.21%4,264,842CommonSOLE
747525103QCOMQUALCOMM INC$1.11B2.13%6,951,785CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.10B2.13%11,836,160CommonSOLE
02079K107GOOGALPHABET INC$1.07B2.07%6,050,596CommonSOLE
526057104LENLENNAR CORP$1.07B2.06%9,680,891CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.03B1.99%12,088,882CommonSOLE
031162100AMGNAMGEN INC$1.01B1.95%3,627,627CommonSOLE
191216100KOCOCA COLA CO$1.01B1.95%14,302,928CommonSOLE
902973304USBUS BANCORP DEL$987.3M1.90%21,818,498CommonSOLE
00724F101ADBEADOBE INC$981.6M1.89%2,537,046CommonSOLE
H01301128ALCALCON AG$977.8M1.88%11,075,447CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$968.1M1.86%13,757,278CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$965.7M1.86%1,884,810CommonSOLE
749685103RPMRPM INTL INC$942.0M1.81%8,576,005CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$933.2M1.80%21,567,077CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$916.2M1.76%6,586,175CommonSOLE
09260D107BXBLACKSTONE INC$903.7M1.74%6,041,513CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$897.5M1.73%4,814,342CommonSOLE
98389B100XELXCEL ENERGY INC$878.3M1.69%12,897,653CommonSOLE
742718109PGPROCTER AND GAMBLE CO$864.8M1.67%5,427,996CommonSOLE
009158106APDAIR PRODS & CHEMS INC$855.9M1.65%3,034,325CommonSOLE
127097103CTRACOTERRA ENERGY INC$826.5M1.59%32,565,168CommonSOLE
548661107LOWLOWES COS INC$821.4M1.58%3,702,232CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$818.0M1.58%59,618,994CommonSOLE
235851102DHRDANAHER CORPORATION$814.5M1.57%4,122,950CommonSOLE
369550108GDGENERAL DYNAMICS CORP$809.7M1.56%2,776,090CommonSOLE
871607107SNPSSYNOPSYS INC$809.3M1.56%1,578,615CommonSOLE
89151E109TTENTOTALENERGIES SE$791.7M1.52%12,896,271CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$719.7M1.39%5,598,812CommonSOLE
688239201OSKOSHKOSH CORP$677.3M1.30%5,964,994CommonSOLE
G5960L103MDTMEDTRONIC PLC$669.9M1.29%7,684,950CommonSOLE
58933Y105MRKMERCK & CO INC$644.0M1.24%8,135,552CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$611.7M1.18%9,918,411CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$461.1M0.89%2,834,029CommonSOLE
949746101WMT2WELLS FARGO CO NEW$428.3M0.82%5,345,741CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$402.8M0.78%6,479,179CommonSOLE
03662Q105AKXANSYS INC$316.9M0.61%902,105CommonSOLE
11271J107BNBROOKFIELD CORP$277.3M0.53%4,486,802CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$183.0M0.35%1,974,046CommonSOLE
G2519Y108BAPCREDICORP LTD$180.6M0.35%807,791CommonSOLE
00BPCPYT4CAMECO CORP$170.7M0.33%2,303,751CommonSOLE
13321L108CCJCAMECO CORP$159.2M0.31%2,145,237CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$156.4M0.30%523,133CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$151.6M0.29%346,555CommonSOLE
296036304EBKDYERSTE GROUP BANK AG SPONS ADR$148.8M0.29%3,505,038CommonSOLE
D56134105NEMTFNEMETSCHEK SE$145.8M0.28%1,009,921CommonSOLE
J76379106SNEJFSONY GROUP CORP$143.2M0.28%5,547,050CommonSOLE
456837103INGING GROEP N.V.$143.0M0.28%6,537,283CommonSOLE
786584102SAFRYSAFRAN SA SPONS ADR$137.8M0.27%1,701,488CommonSOLE
J46583100MONOFMONOTARO CO LTD$128.6M0.25%6,529,400CommonSOLE
D55535104MURGFMUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN$127.6M0.25%197,474CommonSOLE
69807K105DQJCYPAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR$125.6M0.24%3,657,883CommonSOLE
J6352W100DQJCFPAN PACIFIC INTERNATIONAL HOLDINGS CORP$124.7M0.24%3,631,300CommonSOLE
Y20246107DBSDFDBS GROUP HOLDINGS LTD$115.2M0.22%3,267,106CommonSOLE
61022V107MONOYMONOTARO CO LTD UNSPONS ADR$114.8M0.22%5,828,707CommonSOLE
617446448MSMORGAN STANLEY$112.1M0.22%795,487CommonSOLE
F4035A557SAFRFSAFRAN SA$112.0M0.22%345,927CommonSOLE
A19494102EBKOFERSTE GROUP BANK AG$109.3M0.21%1,288,074CommonSOLE
45687V106IRINGERSOLL RAND INC$109.0M0.21%1,310,366CommonSOLE
23304Y100DBSDYDBS GROUP HLDGS LTD S$107.5M0.21%761,667CommonSOLE
626188106MURGYMUENCHENER RUECK-UNSPONS ADR$106.2M0.20%8,213,780CommonSOLE
166764100CVXCHEVRON CORP NEW$95.0M0.18%663,385CommonSOLE
771195104RHHBYROCHE HLDG LTD SPONS ADR$89.8M0.17%2,206,005CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$86.9M0.17%140,644CommonSOLE
59410T106MGDDYCIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR$86.2M0.17%4,654,132CommonSOLE
405552100HLNHALEON PLC$85.0M0.16%8,195,437CommonSOLE
00BJT1GR5ALCON AG$84.8M0.16%961,190CommonSOLE
045055100ASHTYASHTEAD GROUP PLC UNSPONS ADR$84.7M0.16%328,320CommonSOLE
31188H101FRCOYFAST RETAILING CO LTD ADR$84.0M0.16%2,449,936CommonSOLE
689164101OTSKYOTSUKA HOLDINGS CO LTD UNSPONS ADR$82.0M0.16%3,313,340CommonSOLE
30215C101EXPGYEXPERIAN GP LTD ADR$80.1M0.15%1,558,752CommonSOLE
H69293217ROC1ROCHE HOLDING AG$77.1M0.15%237,399CommonSOLE
F92124100TTETOTALENERGIES SE$76.8M0.15%1,255,165CommonSOLE
045387107ASAZYASSA ABLOY AB ADR$73.6M0.14%4,754,493CommonSOLE
23346J103DSFIYDSM FIRMENICH AG ADR$72.4M0.14%6,770,645CommonSOLE
G05320109ASHTFASHTEAD GROUP PLC$72.2M0.14%1,128,132CommonSOLE
J63117105OTSKFOTSUKA HOLDINGS CO LTD$70.3M0.14%1,420,500CommonSOLE
G4232K100HLNCFHALEON PLC$69.9M0.13%13,631,427CommonSOLE
J1346E100FRCOFFAST RETAILING CO LTD$67.7M0.13%197,486CommonSOLE
G32655105EXPGFEXPERIAN PLC$64.5M0.12%1,254,427CommonSOLE
W0817X204ASAZFASSA ABLOY AB$63.7M0.12%2,057,113CommonSOLE
87155N109SYIEYSYMRISE AG UNSPONS ADR$63.2M0.12%2,413,830CommonSOLE
37733W204GSKGSK PLC$62.6M0.12%1,631,052CommonSOLE
904767704UNILEVER PLC$61.4M0.12%1,003,664CommonSOLE
J10038115DKILFDAIKIN INDUSTRIES LTD$60.3M0.12%511,700CommonSOLE
G3910J179GLAXFGSK PLC$60.0M0.12%3,152,006CommonSOLE
F61824870MGDDFCIE GENERALE DES ETABLISSEMENTS MICHELIN SCA$57.8M0.11%1,562,202CommonSOLE
Y002A1105AAIGFAIA GROUP LTD$57.8M0.11%6,440,825CommonSOLE
25243Q205DEODIAGEO PLC$57.6M0.11%571,537CommonSOLE
010199503AKZOYAKZO NOBEL NV SPONS ADR$55.8M0.11%2,398,629CommonSOLE
423012301HEINYHEINEKEN N V SPONS ADR L1$55.2M0.11%1,270,381CommonSOLE
F58485115LVMHFLVMH MOET HENNESSY LOUIS VUITTON SE$55.2M0.11%105,784CommonSOLE
N39427211HINKFHEINEKEN NV$55.1M0.11%634,004CommonSOLE
307305102FANUYFANUC CORP ADR$54.7M0.11%4,014,963CommonSOLE
H0245V108DSMFFDSM-FIRMENICH AG$53.8M0.10%507,308CommonSOLE
23381B106DKILYDAIKIN INDS LTD UNSPONS ADR$52.3M0.10%4,434,275CommonSOLE
G7494G105RKLIFRENTOKIL INITIAL PLC$52.1M0.10%10,807,404CommonSOLE
001317205AAGIYAIA GROUP LTD SPONS ADR$51.4M0.10%1,430,763CommonSOLE
D827A1108SYIEFSYMRISE AG$50.6M0.10%483,403CommonSOLE
G42089113DGEAFDIAGEO PLC$50.2M0.10%2,004,501CommonSOLE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON SE ADR$49.3M0.09%471,811CommonSOLE
J13440102FANUFFANUC CORP$48.8M0.09%1,788,825CommonSOLE
F0300Q103AMDUFAMUNDI SA$46.8M0.09%580,610CommonSOLE
00BLRB262UNILEVER PLC$46.3M0.09%761,884CommonSOLE
760125104RTORENTOKIL INITIAL PLC$46.0M0.09%1,917,331CommonSOLE
006771720SAMSUNG ELECTRONICS CO LTD$45.6M0.09%1,029,938CommonSOLE
501173207KUBTYKUBOTA CORP ADR$40.0M0.08%712,156CommonSOLE
N01803308AKZOFAKZO NOBEL NV$37.0M0.07%530,633CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$33.9M0.07%251,174CommonSOLE
654090109NJDCYNIDEC CORP SPONS ADR$30.5M0.06%6,272,443CommonSOLE
J52968104NNDNFNIDEC CORP$27.0M0.05%1,389,824CommonSOLE
J8671Q103TCNRFTOKYO CENTURY CORP$26.3M0.05%2,341,400CommonSOLE
464287465EFAISHARES TR$25.4M0.05%284,157CommonSOLE
J36662138KUBTFKUBOTA CORP$24.0M0.05%2,136,910CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$18.8M0.04%253,197CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$18.1M0.03%73,086CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$17.6M0.03%165,570CommonSOLE
J44497105MBFJFMITSUBISHI UFJ FINANCIAL GROUP INC$17.1M0.03%1,246,400CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$14.7M0.03%725,961CommonSOLE
00287Y109ABBVABBVIE INC$12.4M0.02%66,907CommonSOLE
796050888SSNHZSAMSUNG ELECTRONICS CO LTD SPONS ADR$11.3M0.02%10,238CommonSOLE
302491303FMCFMC CORP$9.1M0.02%217,116CommonSOLE
172908105CTASCINTAS CORP$8.4M0.02%37,838CommonSOLE
526057302LEN/BLENNAR CORP$7.8M0.02%74,404CommonSOLE
002824100ABTABBOTT LABS$7.4M0.01%54,257CommonSOLE
464287598IWDISHARES TR$6.9M0.01%35,723CommonSOLE
37954Y889CATHGLOBAL X FDS$6.8M0.01%89,750CommonSOLE
464286772EWYISHARES INC$4.9M0.01%68,789CommonSOLE
780087102RYROYAL BK CDA$4.4M0.01%33,470CommonSOLE
98419M100XYLXYLEM INC$4.3M0.01%33,556CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.9M0.01%25,712CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.7M0.01%11,530CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.5M0.01%12,158CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3.5M0.01%29,567CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.4M0.01%31,712CommonSOLE
713448108PEPPEPSICO INC$3.2M0.01%24,466CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.9M0.01%4CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.7M0.01%28,166CommonSOLE
00B10RZP7UNILEVER PLC$2.4M0.00%40,100CommonNONE
438516106HONHONEYWELL INTL INC$2.2M0.00%9,333CommonSOLE
384802104GWWGRAINGER W W INC$1.9M0.00%1,833CommonSOLE
871829107SYYSYSCO CORP$1.7M0.00%22,218CommonSOLE
817565104SCISERVICE CORP INTL$1.7M0.00%20,633CommonSOLE
037833100AAPLAPPLE INC$1.6M0.00%8,000CommonSOLE
353514102FELEFRANKLIN ELEC INC$1.6M0.00%17,952CommonSOLE
55261F104MTBM & T BK CORP$1.6M0.00%8,036CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.3M0.00%7,241CommonSOLE
291011104EMREMERSON ELEC CO$1.3M0.00%9,600CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.00%1,245CommonSOLE
052769106ADSKAUTODESK INC$1.2M0.00%3,880CommonSOLE
717081103PFEPFIZER INC$1.1M0.00%46,072CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.00%2,075CommonSOLE
88579Y101MMM3M CO$961,5480.00%6,316CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$901,1510.00%6,990CommonSOLE
832696405SJMSMUCKER J M CO$880,5590.00%8,967CommonSOLE
92826C839VVISA INC$781,1100.00%2,200CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$763,1850.00%650CommonSOLE
060505104BACBANK AMERICA CORP$629,3560.00%13,300CommonSOLE
Y74718118SAMSUNG ELECTRONICS CO LTD$572,1700.00%15,600CommonSOLE
260003108DOVDOVER CORP$476,3980.00%2,600CommonSOLE
641069406NSRGYNESTLE SA$470,8030.00%4,754CommonSOLE
718546104PSXPHILLIPS 66$452,0310.00%3,789CommonSOLE
257651109DCIDONALDSON INC$416,1000.00%6,000CommonSOLE
907818108UNPUNION PAC CORP$401,4900.00%1,745CommonSOLE
75513E101RTXRTX CORPORATION$377,3160.00%2,584CommonSOLE
855244109SBUXSTARBUCKS CORP$366,5200.00%4,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$362,7600.00%5,379CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$349,6080.00%3,833CommonSOLE
68389X105ORCLORACLE CORP$327,9450.00%1,500CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$306,1530.00%5,370CommonSOLE
718172109PMPHILIP MORRIS INTL INC$239,3190.00%1,314CommonSOLE
931142103WMTWALMART INC$236,1390.00%2,415CommonSOLE
172062101CINFCINCINNATI FINL CORP$222,0690.00%1,491CommonSOLE
50050N103KTBKONTOOR BRANDS INC$202,2640.00%3,066CommonSOLE
02079K305GOOGLALPHABET INC$158,0780.00%897CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.