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Portfolio (Quarterly) Guide ↗

BANYAN CAPITAL MANAGEMENT, INC.

· CIK 0000846600
13F Portfolio $230M AUM 55 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 23 Reduced 4 Exited
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM IBM Technology 4,216.0 $1.2M 0.54% -60.0 -1.4% $296.21 -14.6%
22 WMT WALMART Consumer Defensive 9,427.0 $1.1M 0.46% -708.0 -7.0% $111.41 +17.4%
23 LLY ELI LILLY & COMPANY Healthcare 750.0 $806K 0.35% $1074.68 -3.1%
24 MCD MCDONALD'S Consumer Cyclical 2,549.0 $779K 0.34% $305.63 -7.0%
25 B BARRICK MINING CORP Basic Materials 17,300.0 $753K 0.33% $43.55 -5.3%
26 JNJ JOHNSON & JOHNSON Healthcare 3,628.0 $751K 0.33% -225.0 -5.8% $206.95 +12.0%
27 ABBV ABBVIE Healthcare 3,119.0 $713K 0.31% $228.49 -6.1%
28 NEM NEWMONT CORPORATION Basic Materials 7,050.0 $704K 0.31% $99.85 +8.5%
29 GWW GRAINGER W W INC Industrials 686.0 $692K 0.30% -9.0 -1.3% $1009.05 +22.8%
30 XOM EXXON MOBIL Energy 5,224.0 $629K 0.27% $120.34 +29.9%
31 MRK MERCK Healthcare 5,963.0 $628K 0.27% -426.0 -6.7% $105.26 +10.1%
32 JPM JPMORGAN CHASE Financial Services 1,920.0 $619K 0.27% $322.22 -6.0%
33 CVX CHEVRON Energy 3,798.0 $579K 0.25% -500.0 -11.6% $152.41 +25.3%
34 KO COCA COLA Consumer Defensive 7,780.0 $544K 0.24% $69.91 +16.1%
35 EMR EMERSON ELECTRIC Industrials 4,055.0 $538K 0.23% -100.0 -2.4% $132.72 +1.6%
36 PG PROCTER & GAMBLE Consumer Defensive 3,751.0 $538K 0.23% $143.31 -0.6%
37 CAT CATERPILLAR Industrials 895.0 $513K 0.22% $572.87 +51.2%
38 ALL ALLSTATE CORP Financial Services 2,454.0 $511K 0.22% $208.15 +3.0%
39 WPM WHEATON PRECIOUS METALS Basic Materials 4,325.0 $508K 0.22% $117.52 +8.2%
40 GLD SPDR GOLD SHARES ETF Financial Services 1,250.0 $495K 0.21% $396.31 +5.2%
Page 2 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 23.6%
Technology 19.0%
Financial Services 16.3%
Consumer Cyclical 14.7%
Industrials 10.1%
Consumer Defensive 9.4%
Communication Services 4.3%
Energy 1.3%
Basic Materials 1.0%
Utilities 0.3%