Touchstone Capital

Touchstone Capital as of Sept. 30, 2024

Portfolio Holdings for Touchstone Capital

Touchstone Capital holds 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cabot Oil & Gas Corporation (CTRA) 10.2 $6.7M 280k 23.95
Skyworks Solutions (SWKS) 8.9 $5.8M 59k 98.77
Snap-on Incorporated (SNA) 8.6 $5.6M 20k 289.71
Albemarle Corporation (ALB) 7.9 $5.2M 55k 94.71
InterDigital (IDCC) 6.3 $4.1M 29k 141.63
Lululemon Athletica (LULU) 6.2 $4.1M 15k 271.35
Nucor Corporation (NUE) 6.1 $4.0M 27k 150.34
Monster Beverage Corp (MNST) 5.9 $3.9M 75k 52.17
T. Rowe Price (TROW) 5.9 $3.9M 36k 108.93
Gentex Corporation (GNTX) 5.9 $3.9M 130k 29.69
F5 Networks (FFIV) 5.8 $3.8M 17k 220.20
Sturm, Ruger & Company (RGR) 5.5 $3.6M 86k 41.68
Coda Octopus Group Com New (CODA) 4.8 $3.2M 437k 7.25
Coinbase Global Com Cl A (COIN) 3.2 $2.1M 12k 178.17
Edwards Lifesciences (EW) 3.1 $2.0M 31k 65.99
Honeywell International (HON) 1.1 $754k 3.6k 206.71
PPG Industries (PPG) 1.0 $682k 5.2k 132.45
Exxon Mobil Corporation (XOM) 0.7 $445k 3.8k 117.20
Bhp Group Sponsored Ads (BHP) 0.6 $373k 6.0k 62.11
Apollo Global Mgmt (APO) 0.5 $310k 2.5k 124.91
Apple (AAPL) 0.5 $303k 1.3k 233.02
Amazon (AMZN) 0.4 $261k 1.4k 186.33
ConocoPhillips (COP) 0.4 $253k 2.4k 105.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $235k 511.00 460.26
Ishares Tr Us Consum Discre (IYC) 0.3 $204k 2.3k 87.93