Stock Taper 
TRAN CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AerCap Holdings N.V. | AER | 74.36K | $10.84M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 68.61K | $32.77M |
 The Progressive Corporation | PGR | 63.7K | $13.91M |
 Tenet Healthcare Corporation | THC | 51.43K | $9.62M |
 WESCO International, Inc. | WCC | 43.91K | $15.17M |
 Martin Marietta Materials, Inc. | MLM | 43.07K | $24.84M |
 Meta Platforms, Inc. | META | 41.93K | $23.62M |
 GE Vernova Inc. | GEV | 30.2K | $35.48M |
 LPL Financial Holdings Inc. | LPLA | 28.18K | $7.94M |
 Graco Inc. | GGG | 17.25K | $1.3M |
 Cloudflare, Inc. | NET | 16.84K | $4.13M |
 Texas Pacific Land Corporation | TPL | 14.64K | $6.41M |
 Micron Technology, Inc. | MU | 12.22K | $14.11M |
 Extra Space Storage Inc. | EXR | 11.91K | $1.73M |
 Brown-Forman Corporation | BF-B | 11.57K | $308.47K |
 The Charles Schwab Corporation | SCHW | 10.29K | $949.92K |
 Apple Inc. | AAPL | 8.2K | $2.37M |
 Aflac Incorporated | AFL | 8K | $938K |
 American Healthcare REIT, Inc. | AHR | 7.35K | $383.3K |
 Keysight Technologies, Inc. | KEYS | 4.88K | $1.71M |