Stock Taper 
TODD ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 136.09K | $46.03M |
 Novo Nordisk A/S | NVO | 134.46K | $6.45M |
 Huntington Ingalls Industries, Inc. | HII | 128.75K | $36.04M |
 BP p.l.c. | BP | 117.14K | $4.33M |
 Gold Fields Limited | GFI | 109.52K | $3.68M |
 Amgen Inc. | AMGN | 108.13K | $39.16M |
 Cummins Inc. | CMI | 104.22K | $74.33M |
 Oracle Corporation | ORCL | 98.17K | $14.39M |
 Unilever PLC | UL | 95.5K | $5.74M |
 Marathon Petroleum Corporation | MPC | 95.47K | $24.41M |
 Valero Energy Corporation | VLO | 93.28K | $24.29M |
 Digital Realty Trust, Inc. | DLR | 90.89K | $16.32M |
 Ameriprise Financial, Inc. | AMP | 81.06K | $37.19M |
 United Rentals, Inc. | URI | 65.89K | $74.64M |
 Micron Technology, Inc. | MU | 61.53K | $71.02M |
 Parker-Hannifin Corporation | PH | 56.97K | $55.72M |
 McKesson Corporation | MCK | 56.94K | $43.02M |
 Huntington Bancshares Incorporated | HBAN | 54.52K | $1.09M |
 Autoliv, Inc. | ALV | 49.13K | $5.71M |
 Lincoln National Corporation | LNC | 39.55K | $1.4M |