Stock Taper 
TODD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 17.05K | $4.93M |
 Koninklijke Philips N.V. | PHG | 18.36K | $499.1K |
 Open Text Corporation | OTEX | 18.41K | $407.85K |
 The Bank of Nova Scotia | BNS | 19.29K | $1.68M |
 Truist Financial Corporation | TFC | 19.46K | $969.45K |
 NVIDIA Corporation | NVDA | 20.01K | $4M |
 Fair Isaac Corporation | FICO | 21.2K | $25.32M |
 PulteGroup, Inc. | PHM | 23.44K | $3.22M |
 Conagra Brands, Inc. | CAG | 24.75K | $333.2K |
 Pfizer Inc. | PFE | 27.8K | $669.45K |
 Omega Healthcare Investors, Inc. | OHI | 29.63K | $1.41M |
 ON Semiconductor Corporation | ON | 31.66K | $2.99M |
 Lincoln National Corporation | LNC | 39.55K | $1.4M |
 Autoliv, Inc. | ALV | 49.13K | $5.71M |
 Huntington Bancshares Incorporated | HBAN | 54.52K | $1.09M |
 McKesson Corporation | MCK | 56.94K | $43.02M |
 Parker-Hannifin Corporation | PH | 56.97K | $55.72M |
 Micron Technology, Inc. | MU | 61.53K | $71.02M |
 United Rentals, Inc. | URI | 65.89K | $74.64M |
 Ameriprise Financial, Inc. | AMP | 81.06K | $37.19M |