Wallington Asset Management, LLC — 13F holdings

Wallington Asset Management, LLC reported 61 holdings worth $814M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. VEA VANGUARD TAX-MANAGED FDS — $89.0M (10.9%)
2. MU MICRON TECHNOLOGY INC — $49.9M (6.1%)
3. GOOG ALPHABET INC — $37.6M (4.6%)
4. AAPL APPLE INC — $37.0M (4.5%)
5. LIN LINDE PLC — $36.7M (4.5%)
6. TJX TJX COS INC NEW — $32.2M (4.0%)
7. MSFT MICROSOFT CORP — $30.1M (3.7%)
8. GS GOLDMAN SACHS GROUP INC — $29.4M (3.6%)
9. PANW PALO ALTO NETWORKS INC — $29.3M (3.6%)
10. CMI CUMMINS INC — $24.5M (3.0%)