Sherwin Williams CO

• BG Bristol Gate Capital Partners US Equity Strategy Report to Investors ↗ The US Equity Strategy added EMCOR, Costco, KLA, Howmet Aerospace and W.R. Berkley, targeting durable dividend growth and beneficiaries of infrastructure constraints. It exited Accenture, Intuit, Thermo Fisher Scientific, Moody’s and Sherwin-Williams after projected dividend-growth profiles weakened, while Jason Miller assumed lead portfolio-manager duties. 2nd Quarter 2026 ACN $150BAMD $907BCOST $482B +7
• PA Pittenger & Anderson 2026 – 2nd Quarter Letter – Happy Birthday America ↗ U.S. capital markets, entrepreneurial risk-taking and property rights are presented as the foundations of America’s economic resilience and innovation. Alphabet’s entry into the Dow and strength from Caterpillar and other industrial names illustrate a rotation away from Magnificent Seven leadership, reinforcing the case for durable businesses with real earnings and demand. 2nd Quarter 2026 GOOGL $3.6T

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