Stock Taper

TWIN CAPITAL MANAGEMENT INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX182$360.71K
Seagate Technology Holdings plcSTX306$295.29K
Monolithic Power Systems, Inc.MPWR700$967.65K
Stryker CorporationSYK752$236.76K
Ecolab Inc.ECL800$222.89K
Parker-Hannifin CorporationPH823$804.99K
Air Products and Chemicals, Inc.APD827$242.46K
Cummins Inc.CMI854$609.08K
CME Group Inc.CME1.08K$239.38K
Northrop Grumman CorporationNOC1.16K$591.31K
Regeneron Pharmaceuticals, Inc.REGN1.2K$748.87K
United Rentals, Inc.URI1.22K$1.38M
Philip Morris International Inc.PM1.41K$255.26K
McDonald's CorporationMCD1.47K$396.55K
HCA Healthcare, Inc.HCA1.59K$621.88K
Lowe's Companies, Inc.LOW1.64K$360.72K
Dillard's, Inc.DDS1.64K$867.67K
Corning IncGLW1.67K$425.29K
Sandisk CorporationSNDK1.67K$3.81M
Vertex Pharmaceuticals IncorporatedVRTX1.84K$912K