Stock Taper

STEPH & CO

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microchip Technology IncorporatedMCHP427$38.94K
CDW CorporationCDW437$61.46K
Waters CorporationWAT442$165.77K
Amazon.com, Inc.AMZN451$107.49K
Resideo Technologies, Inc.REZI454$14.12K
Constellation Energy CorporationCEG462$114.75K
Slb N.V.SLB468$21.76K
FTI Consulting, Inc.FCN474$70.63K
Casey's General Stores, Inc.CASY494$392.63K
Carlisle Companies IncorporatedCSL495$179.56K
Advanced Micro Devices, Inc.AMD513$298.01K
GSK plcGSK527$27.63K
Bath & Body Works, Inc.BBWI531$12.28K
ConocoPhillipsCOP535$55.62K
Alphabet Inc.GOOGL543$194.05K
HEICO CorporationHEI-A573$147.78K
DTE Energy CompanyDTE573$87.31K
HEICO CorporationHEI584$208.01K
The Hartford Insurance Group, Inc.HIG594$78.72K
Knight-Swift Transportation Holdings Inc.KNX638$49.68K