SHW

SHW

SHW

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	ClearBridge Investments Large Cap Value	-	-	APD, AVGO, AXP, COP, EIX, INTC, ITW, LRCX, MCHP, MCK, NESN.SW, ORLY, PH, SBUX, SCHW, SHW, SRE, UPS, XPO	industrials, large cap, Quality, semiconductors, technology, Utilities, value	The strategy focuses on high-quality, less commoditized and less cyclical stocks with strong franchise characteristics. These businesses generate higher returns and compound value at more sustainable rates than deeper value peers, though they tend to lag in very strong markets.	PH AVGO SBUX ORLY APD SHW MCK INTC	View
2025 Q2	Jul 9, 2025	MacNicol & Associates Asset Management	-	-	BCE.TO, BMO.TO, NVDA, SHW	AI, dividends, real estate, semiconductors, tariffs, technology, Valuations	The artificial intelligence boom has driven massive gains in tech stocks, particularly Nvidia, which reached a market cap of $3.89 trillion. The AI craze kicked off with ChatGPT in November 2022, leading to enormous valuations that the manager views as potentially excessive.	VZ	View
2024 Q2	Jul 16, 2024	The Bristol Gate U.S. Equity Strategy	-0.4%	6.1%	AMAT, AVGO, CIGI.TO, CNR.TO, CTAS, CTVA, DOL.TO, EFN.TO, GE, IIP-UN.TO, LOW, MCK, MSCI, ODFL, OTEX.TO, SHW, SJ.TO, TRI.TO, UNH, ZTS	Concentration, dividends, growth, Quality, technology, value	Bristol Gate focuses exclusively on high dividend growth companies, building concentrated portfolios of 22 stocks based on predicting dividend growth. Nine portfolio companies announced dividend increases this year averaging over 13%, demonstrating the strategy's effectiveness in identifying companies with strong dividend growth potential.	ODFL GE	View
2023 Q1	May 3, 2023	Springview Capital Management	1.6%	1.6%	ATVI, FFH, GGG, HLT, MKL, SHW, V, WRB, WTM	Banking Crisis, Buybacks, Concentration, Float, insurance, value	The fund holds significant positions in property-casualty insurers including W.R. Berkley, Markel, and White Mountains. These companies experienced temporary headwinds from deceleration in premium rate growth and concerns about the hard cycle ending, but the manager expects casualty pricing to improve in the second half. Insurance is viewed as a durable business with stable demand and the benefit of float investment.		View
2025 Q1	May 22, 2025	Brown Advisors Global Leaders Strategy	-	-0.4%	ABNB, AMZN, BKNG, EVD.DE, GE, GOOGL, LSEG.L, NFLX, PTON, RTO.L, SHW, WKL, ZM	Capital Allocation, compounders, Concentration, global, narratives, Quality	The strategy focuses on market-leading companies that combine exceptional customer outcomes with strong leadership to generate high and sustainable returns on invested capital. These companies have secure franchises with multiple barriers to entry protecting their customer relationships.		View
2026 Q1	Apr 8, 2026	ClearBridge Investments Large Cap Growth Strategy	-	-	ALNY, ASML, BX, COST, CRM, EQIX, ETN, FICO, GWW, INTU, LIN, MSFT, NFLX, ORCL, PYPL, RHHBY, RTX, SHW, TSM, TXN	AI, Biotechnology, defense, growth, industrials, large cap, semiconductors, technology		PYPL CRM ALNY ROG.SW TXN	View
2025 Q1	Apr 8, 2025	ClearBridge Investments Large Cap Growth Strategy	-	-	AAPL, ALC, AMZN, GOOGL, ICE, INTU, META, MMC, MNST, MSFT, NVDA, RTX, SBUX, SHW, SNPS, SPGI, TSLA, UBER, V	AI, growth, large cap, Magnificent Seven, semiconductors, tariffs, technology	The emergence of DeepSeek, a Chinese large language model with capabilities similar to the best LLMs but built with inferior chips and at lower cost, caused investors to question whether massive capex devoted to Gen AI would continue. Nvidia fell sharply despite delivering record financial results amid strong rollout for its newest Blackwell GPU system.		View
2026 Q1	Apr 29, 2026	Jensen Investment	-2.5%	-2.5%	AON, BR, CDNS, FDS, G, HOLX, KEYS, KR, LH, LULU, ON, ROST, SHW, TTC	AI, competitive advantages, energy, mid cap, Quality, ROE, value			View
2025 Q1	Mar 31, 2025	Renaissance Investment Management – Large Cap Growth	-	-	AAPL, ABBV, ANET, AVGO, BJ, BRO, CPRT, ECG, FERG, GOOGL, HON, MAR, MCK, MCO, NOW, ORLY, PWR, SHW, UBER	growth, large cap, Policy Uncertainty, Quality, semiconductors, technology, valuation	Artificial intelligence semiconductors drove strong demand for companies like Broadcom despite sector underperformance. AI inferencing represents a growth opportunity, though Chinese low-cost AI models created market headwinds for semiconductor stocks in the quarter.	ABBV CPRT	View
2024 Q4	Dec 31, 2024	FPA Crescent Fund	1.1%	14.0%	003550.KS, AAPL, AMZN, C, CINF, CMCSA, COST, GLEN.L, GOOGL, HEIO.AS, HOLN.SW, IRM, JDEP.AS, JEF, META, MSFT, NVDA, SHW, TSLA, WSO	contrarian, Exposure, global, momentum, risk, valuation, value	Momentum stocks have led the market, particularly in 2024. According to Morgan Stanley, momentum ruled more than any other factor, with high momentum stocks outperforming low momentum by +28% year-on-year as of Dec 11th, a two standard-deviation event. The current momentum run is one of the top momentum runs since 1995.	003550.KS CMCSA GLEN.L HEIO.AS	View
2024 Q4	Dec 31, 2024	Parnassus Mid Cap Growth Fund	-2.5%	10.6%	A, CSGP, DDOG, EFX, FTNT, GWRE, IDXX, JBHT, KLAC, MELI, MTD, ODFL, PCOR, PGR, POOL, ROK, SHW, SQ, TEAM, TT	Automation, Freight, growth, industrials, mid cap, Quality, semiconductors, technology	The fund maintains a key thematic overweight in semiconductors, identifying innovative, competitively advantaged, market-share gainers that can deliver strong performance over the coming years. Holdings include KLA Corporation, a semiconductor process control solutions provider affected by the industry's cyclical downturn and geopolitical risks including U.S.-China export restrictions.		View
2024 Q3	Oct 28, 2024	Parnassus Core Equity Fund	5.5%	18.2%	ADBE, AMAT, AMZN, BALL, CHTR, CRM, DE, DHI, GOOGL, ICE, INTC, MA, MSFT, MU, NVDA, O, SHW, SNPS, SYK, WM	AI, financials, large cap, materials, Quality, semiconductors, technology	The fund maintains exposure to companies benefiting from the shift away from legacy computing infrastructure to AI infrastructure, including accelerated and cloud computing, semiconductors, software and other companies benefiting from these capabilities. They have a portfolio theme around companies with hyperscale exposure and are monitoring for overinvestment and excessive valuations.		View
2024 Q3	Oct 28, 2024	Parnassus Growth Equity Fund	3.3%	21.0%	AAPL, ABNB, ADYEY, AKAM, AMAT, AMZN, CHTR, CMG, CSGP, DHR, GOOGL, INTU, MAR, MELI, MSCI, MSFT, NVDA, PCOR, SHW, V	consumer, Esg, financials, growth, healthcare, large cap, Quality, technology	The fund maintains exposure to payment processing companies like Adyen and Visa, with Adyen reporting solid quarterly results that exceeded expectations following a period of volatility. The fund continues to favor names with exposures to payment processing among other end markets in the Financials sector.	CSGP MELI CMG	View
2024 Q3	Oct 28, 2024	Parnassus Mid Cap Growth Fund	8.6%	13.3%	A, ADSK, BILL, CDNS, EFX, GWRE, IQV, JBHT, KLAC, LPLA, MELI, MTD, NET, NTR, ROST, SHW, TEAM, TER, TT, WDC	growth, healthcare, mid cap, Quality, semiconductors, software, technology, Transportation	Fund maintained overweight position despite third quarter underperformance, expecting holdings to benefit as AI moves from data centers to smartphones and laptops. Increasing semiconductor complexity requires more design, capital equipment and testing.		View
2024 Q3	Oct 18, 2024	The Bristol Gate U.S. Equity Strategy	8.4%	15.0%	AMAT, ATD.TO, BN, CARR, CIGI, CNR, JWEL.TO, LOW, MCHP, MCK, SHW, SJ.TO	Canada, dividends, financials, industrials, materials, rates, technology	Bristol Gate focuses on high dividend growth companies, with 17 of 22 US portfolio companies announcing dividend increases averaging 13% in 2024. The firm's machine learning model identifies high dividend growers as their core investment universe. Portfolio companies demonstrate sustainable dividend growth backed by earnings and free cash flow growth.		View
2023 Q4	Jan 19, 2024	The Bristol Gate U.S. Equity Strategy	-	23.9%	AMT, ATVI, AVGO, BN.TO, CARR, CIGI.TO, CTAS, CTVA, DOL.TO, HON, IFC.TO, JWEL.TO, LOW, MSFT, PBH.TO, SHW, TMO, UNH	dividends, financials, HVAC, industrials, Quality, technology, value	Bristol Gate focuses exclusively on high and sustainable dividend growth, with portfolio companies delivering dividend increases of ~14% in 2023, well above the S&P 500 Index constituent average of ~7%. The firm is yield agnostic and prioritizes companies with low payout ratios and low leverage that can reinvest cash flow to drive future dividend growth.	CARR	View
2024 Q3	Sep 30, 2024	ClearBridge Investments Large Cap Growth Strategy	0.0%	0.0%	AAPL, ACN, AMZN, APTV, CMG, EL, EQIX, GOOGL, META, MMC, MSFT, NEE, NVDA, PYPL, RTX, SBUX, SHW, TEAM, TSLA, UNH	AI, diversification, growth, healthcare, large cap, technology, valuation	The Strategy manages exposure to AI-driven growth stocks including NVIDIA, which has been trimmed due to valuation concerns despite belief in its 10-year trajectory as hyperscaler and enterprise customers invest in GPU architecture. The managers acknowledge AI momentum has driven market leadership but are selective about valuations.	APTV TEAM EL SBUX	View
2024 Q3	Sep 30, 2024	ClearBridge Investments All Cap Growth	0.0%	0.0%	AAPL, ACN, AMZN, APTV, AVGO, BLDR, CTAS, EL, GOOGL, GWW, META, MSFT, NVDA, PYPL, SHW, TEAM, TSLA, TSM, UNH, WOLF	AI, Cyclical, Defensive, growth, large cap, semiconductors, technology, value	AI-driven growth stocks led the market for most of 2023 and first half of 2024. The Strategy maintains significant position in Nvidia while being underweight semiconductors versus benchmark. AI has driven upside in data centers while PCs and handsets are at cycle lows.		View
2023 Q3	Sep 30, 2023	Diamond Hill Large Cap Strategy	7.9%	14.7%	ABT, AIG, CAT, COP, CVX, DIS, EXR, FANG, GM, HCA, KKR, KMX, LH, SHW, TGT, TXN, VZ	energy, fundamentals, large cap, rates, real estate, Utilities, value	Energy sector had the best Q3 performance with 12% gains driven by rising oil prices. Portfolio benefited from holdings in ConocoPhillips and Chevron which outpaced the index. Added Diamondback Energy as a pure-play Permian operator with strong operational capabilities and intelligent capital allocation.		View
2024 Q2	Jun 30, 2024	ClearBridge Investments Large Cap Value	0.0%	0.0%	APD, BAC, CHTR, COP, CVS, GOOGL, INTC, MCK, MSI, NESN.SW, SHW, SRE, TRV, UPS, XPO	AI, financials, healthcare, industrials, large cap, technology, value	The massive ramp up in AI spending has crowded out spending in other technology verticals, creating a market where AI winners enjoy strong multiple expansion while perceived AI losers are severely punished. The divergence in valuations between perceived AI winners and losers has created attractive opportunities where high-quality companies are being underappreciated.		View
2024 Q2	Jun 30, 2024	BNY Mellon Appreciation Fund	3.7%	10.7%	AAPL, AMZN, ASML, CP, CVX, GOOGL, MC.PA, MSFT, NKE, NVDA, NVO, SHW, TXN, UNH, V	consumer, growth, healthcare, large cap, Quality, technology	Large technology companies continue to focus capital expenditure on expanding artificial intelligence capabilities to meet burgeoning demand. Management teams from many companies across various industries discussed potential monetization opportunities and efficiency gains from deploying AI.		View
2023 Q1	Mar 31, 2023	ClearBridge Investments All Cap Growth	0.0%	0.0%	AAP, AAPL, ACN, AMZN, ASML, CRM, CRWD, HUBS, INTC, JCI, LLY, LSXMK, META, MSFT, NVDA, PANW, SHW, TSLA, TXG, UNH	diversification, growth, healthcare, Quality, Recession, semiconductors, technology	Positive sentiment around generative AI highlighted opportunities for Nvidia among data center and hyperscale cloud providers reliant on GPUs to empower digital transformation and new AI applications. The secular drivers in certain parts of the semiconductor industry outweigh cyclical risks.	ACN ALLY HUBS AMZN CRM ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO AAPL\|MSFT\|NFLX\|NVDA\|UNH	View
2023 Q4	Jan 30, 2024	Parnassus Growth Equity Fund	3.3%	21.0%	AAPL, ADBE, ADYEY, AMZN, CRM, DE, EFX, GOOGL, HSY, INTU, LIN, LLY, MSFT, NVDA, PLNT, SBAC, SHW, TMO, ULTA, V	AI, growth, inflation, large cap, rates, software, technology	The market rally was driven by exceptional earnings growth and positive investor sentiment surrounding artificial intelligence prospects, particularly among the Magnificent Seven technology stocks. Adobe's AI opportunity through Firefly gained market appreciation after initial disruption concerns were resolved.	ADI\|BDX\|FI\|FND\|HAS\|META\|MSFT\|MSI\|ORCL\|TMO CRM ADYEY ADBE	View
2024 Q4	Jan 28, 2025	Aoris International Fund	-	22.9%	APH, CDW, CMPGY, COST, CTAS, DPLM.L, HLMA.L, MC.PA, MSCI, OR.PA, RELX.L, SHW, TSCO, V	global, Intrinsic Value, large cap, Long Term, Quality, value	Manager focuses on owning 15 high-quality, growing, wealth-creating businesses that are market leaders in established industries. Portfolio companies are selected for their strong competitive positions, consistent growth records, and ability to control their own destiny without being subject to government policy changes.		View
2023 Q4	Jan 28, 2024	Mairs & Power - Growth Fund	0.0%	19.0%	AAPL, AMZN, BBY, ECL, FUL, GGG, GOOGL, HRL, JNJ, MSFT, NVDA, PIPR, SCHW, SHW, TECH, TTC	AI, earnings, growth, inflation, large cap, Mid-caps, technology, value	The fund benefited from investors' enthusiasm for AI, particularly through holdings in the Magnificent 7 technology stocks. The managers are well positioned to take advantage of growing interest in artificial intelligence and are particularly interested in companies that can utilize AI to improve sales and profitability.	ABBY PIPR AAPL	View
2023 Q4	Jan 28, 2024	Mairs & Power – Balanced Fund	0.0%	11.0%	AAPL, AXP, CRM, ECL, ENTG, FI, GGG, GOOGL, HRL, HSY, LLY, MSFT, NTRS, NVDA, RHHBY, SHW, TECH, TTC, TXN, V	Balanced, Consumer Staples, financials, growth, healthcare, inflation, technology, value	The fund notes investor enthusiasm for the emerging artificial intelligence market, which aided mega cap technology leadership. Microsoft has an emerging leadership position in AI, while Salesforce benefited from strong demand for AI offerings.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	ClearBridge Investments Large Cap Value	The Sherwin-Williams Company	Materials	Specialty Chemicals	Bull	NYSE	Best-in-Class Operator, High-Quality Franchise, Housing, market share gains, Paint, Pricing power, Raw Material Deflation, specialty chemicals	View Pitch
Jan 24, 2026	Seeking Alpha	Seeking Alpha	The Sherwin-Williams Company	Materials	Paints and Coatings	Neutral	New York Stock Exchange	architectural paints, Lowe's partnership, macro risks, market leadership, paints and coatings, premium valuation, professional markets, Sherwin-Williams, Valspar acquisition, valuation concerns	View Pitch
Aug 8, 2025	Seeking Alpha	Alan Galecki	The Sherwin-Williams Company	Materials	Specialty Chemicals	Bear	NYSE	—	View Pitch
Aug 8, 2025	Seeking Alpha	Lighting Rock Research	The Sherwin-Williams Company	Materials	Specialty Chemicals	Bear	NYSE	—	View Pitch

BSD Shareholders of SHW

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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