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Portfolio (Quarterly) Guide ↗

Wallington Asset Management, LLC

· CIK 0001426754
13F Portfolio $814M AUM 61 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 61 New
Page 4 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MKC McCormick & Co. Inc. Consumer Defensive 4,000.0 $202K 0.03% NEW $50.42 +9.9%
Page 4 of 4  ·  61 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
Technology 28.7%
Financial Services 19.1%
Industrials 12.6%
Consumer Cyclical 12.5%
Healthcare 7.4%
Basic Materials 6.6%
Energy 6.1%
Communication Services 3.1%
Consumer Defensive 2.0%
Real Estate 1.9%