Wallington Asset Management as of Sept. 30, 2025
Portfolio Holdings for Wallington Asset Management
Wallington Asset Management holds 71 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard FTSE Developed Market ETF Etf (VEA) | 9.9 | $76M | 1.3M | 59.92 | |
| Microsoft Corporation (MSFT) | 5.8 | $45M | 86k | 517.95 | |
| Linde (LIN) | 4.5 | $35M | 73k | 475.00 | |
| Apple (AAPL) | 4.4 | $34M | 134k | 254.63 | |
| iShares Core S&P Small-Cap ETF Etf (IJR) | 4.3 | $33M | 278k | 118.83 | |
| TJX Companies (TJX) | 4.2 | $32M | 224k | 144.54 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $27M | 111k | 243.55 | |
| Facebook Inc cl a (META) | 3.3 | $26M | 35k | 734.38 | |
| W.R. Berkley Corporation (WRB) | 3.2 | $24M | 319k | 76.62 | |
| Goldman Sachs (GS) | 3.1 | $24M | 30k | 796.35 | |
| Visa (V) | 3.0 | $23M | 68k | 341.38 | |
| Amazon (AMZN) | 2.8 | $21M | 98k | 219.57 | |
| iShares Gold Trust Etf (IAU) | 2.7 | $21M | 285k | 72.77 | |
| Medtronic (MDT) | 2.5 | $19M | 201k | 95.24 | |
| Phillips 66 (PSX) | 2.4 | $19M | 136k | 136.02 | |
| Honeywell International (HON) | 2.4 | $19M | 88k | 210.50 | |
| Union Pacific Corporation (UNP) | 2.4 | $19M | 78k | 236.37 | |
| Palo Alto Networks (PANW) | 2.3 | $18M | 87k | 203.62 | |
| Johnson & Johnson (JNJ) | 2.2 | $17M | 92k | 185.42 | |
| SPDR Gold Trust Etf (GLD) | 2.2 | $17M | 47k | 355.47 | |
| Avantis U.S. Small-Cap Value ETF Etf (AVUV) | 2.0 | $16M | 156k | 99.53 | |
| iShares MSCI Eurozone ETF Etf (EZU) | 1.9 | $15M | 241k | 61.94 | |
| Cummins (CMI) | 1.9 | $15M | 35k | 422.37 | |
| Micron Technology (MU) | 1.8 | $14M | 82k | 167.32 | |
| American Tower Reit (AMT) | 1.8 | $14M | 72k | 192.32 | |
| Deere & Company (DE) | 1.6 | $12M | 27k | 457.26 | |
| Amgen (AMGN) | 1.6 | $12M | 43k | 282.20 | |
| Lowe's Companies (LOW) | 1.5 | $11M | 45k | 251.31 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 95k | 112.75 | |
| Cisco Systems (CSCO) | 1.3 | $10M | 147k | 68.42 | |
| Bank of America Corporation (BAC) | 1.3 | $9.8M | 190k | 51.59 | |
| BP (BP) | 1.2 | $9.1M | 263k | 34.46 | |
| Vanguard FTSE Emerging Markets ETF Etf (VWO) | 1.1 | $8.8M | 162k | 54.18 | |
| iShares MSCI Emerging Market ex-China ETF Etf (EMXC) | 1.1 | $8.5M | 126k | 67.51 | |
| Home Depot (HD) | 0.9 | $6.8M | 17k | 405.19 | |
| AFLAC Incorporated (AFL) | 0.8 | $6.5M | 58k | 111.70 | |
| Walt Disney Company (DIS) | 0.8 | $5.9M | 51k | 114.50 | |
| Colgate-Palmolive Company (CL) | 0.7 | $5.6M | 70k | 79.94 | |
| Pepsi (PEP) | 0.6 | $4.9M | 35k | 140.44 | |
| NVIDIA Corporation (NVDA) | 0.5 | $4.0M | 22k | 186.58 | |
| SPDR Portfolio S&P 500 ETF Etf (SPY) | 0.4 | $3.1M | 4.6k | 666.18 | |
| Kenvue (KVUE) | 0.4 | $3.0M | 183k | 16.23 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.9M | 3.9k | 762.95 | |
| Roche Holding (RHHBY) | 0.2 | $1.9M | 45k | 41.81 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | 5.1k | 315.43 | |
| Avago Technologies | 0.2 | $1.2M | 3.6k | 329.91 | |
| Boeing Company (BA) | 0.1 | $1.1M | 4.9k | 215.83 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $957k | 1.9k | 502.74 | |
| iShares S&P 500 Growth ETF Etf (IVW) | 0.1 | $910k | 7.5k | 120.72 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $808k | 3.3k | 243.10 | |
| SPDR Portfolio S&P 500 Growth ETF Etf (SPYG) | 0.1 | $799k | 7.6k | 104.51 | |
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.1 | $725k | 13k | 55.33 | |
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 0.1 | $580k | 7.3k | 79.93 | |
| Tesla Motors (TSLA) | 0.1 | $476k | 1.1k | 444.72 | |
| Canadian Natural Resources (CNQ) | 0.1 | $396k | 12k | 31.96 | |
| Oracle Corporation (ORCL) | 0.0 | $367k | 1.3k | 281.24 | |
| Netflix (NFLX) | 0.0 | $366k | 305.00 | 1198.92 | |
| Coca-Cola Company (KO) | 0.0 | $330k | 5.0k | 66.32 | |
| Abbvie (ABBV) | 0.0 | $330k | 1.4k | 231.54 | |
| KKR & Co | 0.0 | $327k | 2.5k | 129.95 | |
| Wal-Mart Stores (WMT) | 0.0 | $318k | 3.1k | 103.06 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $277k | 4.1k | 66.91 | |
| MasterCard Incorporated (MA) | 0.0 | $271k | 477.00 | 568.81 | |
| American Express Company (AXP) | 0.0 | $267k | 803.00 | 332.16 | |
| Procter & Gamble Company (PG) | 0.0 | $240k | 1.6k | 153.65 | |
| Dick's Sporting Goods (DKS) | 0.0 | $233k | 1.1k | 222.22 | |
| IDEX Corporation (IEX) | 0.0 | $228k | 1.4k | 162.76 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $225k | 1.2k | 192.74 | |
| Cheniere Energy Partners (CQP) | 0.0 | $224k | 4.2k | 53.82 | |
| Philip Morris International (PM) | 0.0 | $209k | 1.3k | 162.20 | |
| General Electric (GE) | 0.0 | $209k | 695.00 | 300.82 |