Banyan Capital Management as of June 30, 2026
Portfolio Holdings for Banyan Capital Management
Banyan Capital Management holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Markel Stock (MKL) | 9.1 | $21M | 11k | 1953.01 | |
| Berkshire Hathaway B Stock (BRK.B) | 8.9 | $20M | 41k | 500.39 | |
| Cigna Stock (CI) | 7.2 | $17M | 60k | 275.68 | |
| Phinia Stock (PHIN) | 6.8 | $16M | 190k | 82.37 | |
| Parker Hannifin Stock (PH) | 6.0 | $14M | 14k | 978.12 | |
| Dollar General Stock (DG) | 5.7 | $13M | 114k | 115.11 | |
| Vontier Stock (VNT) | 5.4 | $13M | 432k | 29.00 | |
| Apple Stock (AAPL) | 5.1 | $12M | 41k | 289.36 | |
| Labcorp Holdings Stock (LH) | 4.7 | $11M | 39k | 280.00 | |
| Carmax Stock (KMX) | 3.9 | $8.9M | 169k | 52.89 | |
| Factset Resh Sys Stock (FDS) | 3.4 | $7.9M | 34k | 230.08 | |
| Heineken Holding Nv Ord Stock (HKHHF) | 3.4 | $7.8M | 102k | 76.25 | |
| Henry Schein Stock (HSIC) | 3.3 | $7.6M | 91k | 83.52 | |
| Roper Technologies Stock (ROP) | 2.9 | $6.7M | 20k | 338.39 | |
| Wolters Kluwer Nv Stock (WTKWY) | 2.8 | $6.6M | 102k | 64.47 | |
| Fiserv Stock (FISV) | 2.4 | $5.5M | 111k | 49.05 | |
| Airbnb A Stock (ABNB) | 2.3 | $5.3M | 37k | 143.10 | |
| Charter Communications Stock (CHTR) | 2.2 | $5.2M | 36k | 142.21 | |
| Brown-forman B Stock (BF.B) | 2.2 | $5.0M | 187k | 26.65 | |
| American Express Stock (AXP) | 1.5 | $3.5M | 10k | 338.25 | |
| Danaher Stock (DHR) | 1.4 | $3.2M | 17k | 190.48 | |
| Akre Focus Etf Stock (AKRE) | 0.9 | $2.1M | 40k | 53.19 | |
| Ibm Stock (IBM) | 0.5 | $1.2M | 4.1k | 281.21 | |
| Caterpillar Stock (CAT) | 0.4 | $953k | 895.00 | 1064.90 | |
| Eli Lilly & Company Stock (LLY) | 0.4 | $900k | 750.00 | 1199.43 | |
| Walmart Stock (WMT) | 0.4 | $881k | 7.8k | 113.26 | |
| Johnson & Johnson Stock (JNJ) | 0.4 | $863k | 3.4k | 253.97 | |
| Grainger W W Stock (GWW) | 0.3 | $804k | 591.00 | 1360.40 | |
| Merck Stock (MRK) | 0.3 | $751k | 5.8k | 128.50 | |
| Abbvie Stock (ABBV) | 0.3 | $735k | 2.9k | 251.64 | |
| Texas Instruments Stock (TXN) | 0.3 | $706k | 2.4k | 298.07 | |
| Mcdonald's Stock (MCD) | 0.3 | $662k | 2.4k | 270.31 | |
| Newmont Corporation Stock (NEM) | 0.3 | $659k | 7.1k | 93.40 | |
| Coca Cola Stock (KO) | 0.3 | $637k | 7.8k | 81.27 | |
| Barrick Mining Corp Stock (B) | 0.3 | $635k | 17k | 36.73 | |
| Exxon Mobil Stock (XOM) | 0.3 | $626k | 4.6k | 136.72 | |
| Jpmorgan Chase Stock (JPM) | 0.3 | $593k | 1.8k | 327.33 | |
| Chevron Stock (CVX) | 0.3 | $591k | 3.6k | 165.76 | |
| Allstate Corp Stock (ALL) | 0.3 | $584k | 2.5k | 237.94 | |
| Emerson Electric Stock (EMR) | 0.3 | $581k | 4.1k | 143.15 | |
| Procter & Gamble Stock (PG) | 0.2 | $535k | 3.7k | 146.64 | |
| Liberty Broadband C Stock (LBRDK) | 0.2 | $529k | 16k | 33.26 | |
| Wheaton Precious Metals Stock (WPM) | 0.2 | $486k | 4.3k | 112.32 | |
| Spdr Gold Shares Etf Stock (GLD) | 0.2 | $461k | 1.3k | 368.38 | |
| Cisco Stock (CSCO) | 0.2 | $435k | 3.7k | 117.46 | |
| Phillips 66 Stock (PSX) | 0.2 | $422k | 2.5k | 169.05 | |
| Dimensional Us Core Equity Etf Stock (DFAC) | 0.2 | $417k | 9.4k | 44.36 | |
| Rtx Corp Stock (RTX) | 0.2 | $399k | 2.1k | 189.73 | |
| Shell Stock (SHEL) | 0.2 | $396k | 5.1k | 77.54 | |
| Southern Company Stock (SO) | 0.2 | $359k | 3.7k | 95.71 | |
| Bank Of America Stock (BAC) | 0.1 | $321k | 5.6k | 56.98 | |
| Duke Energy Stock (DUK) | 0.1 | $316k | 2.5k | 126.58 | |
| Oneok Stock (OKE) | 0.1 | $304k | 3.5k | 86.94 | |
| Kinder Morgan Stock (KMI) | 0.1 | $270k | 8.5k | 31.97 | |
| Veralto Stock (VLTO) | 0.1 | $237k | 2.7k | 88.68 |
