Stock Taper 
M.D. SASS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quanta Services, Inc. | PWR | 332 | $239.05K |
 Micron Technology, Inc. | MU | 2.57K | $2.96M |
 Microsoft Corporation | MSFT | 5.6K | $2.09M |
 NVIDIA Corporation | NVDA | 9.64K | $1.93M |
 Alphabet Inc. | GOOGL | 10.52K | $3.76M |
 Cadence Design Systems, Inc. | CDNS | 12.89K | $4.84M |
 BWX Technologies, Inc. | BWXT | 13.45K | $2.62M |
 Sandisk Corporation | SNDK | 21.97K | $49.95M |
 Intercontinental Exchange, Inc. | ICE | 28.45K | $3.5M |
 Palo Alto Networks, Inc. | PANW | 35.88K | $12.24M |
 Danaher Corporation | DHR | 41.93K | $7.99M |
 Guidewire Software, Inc. | GWRE | 55.21K | $6.79M |
 Amphenol Corporation | APH | 63.91K | $11.27M |
 Marvell Technology, Inc. | MRVL | 67.9K | $20.23M |
 Martin Marietta Materials, Inc. | MLM | 107.51K | $62M |
 Analog Devices, Inc. | ADI | 154.85K | $61.5M |
 Entegris, Inc. | ENTG | 157.52K | $28.33M |
 Qnity Electronics, Inc. | Q | 161.74K | $26.41M |
 TD Synnex Corp | SNX | 186.19K | $49.78M |
 Welltower Inc. | WELL | 237.88K | $53.99M |