Stock Taper 
MITCHELL CAPITAL MANAGEMENT CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 4.41K | $8.73M |
 CrowdStrike Holdings, Inc. | CRWD | 5.49K | $4.19M |
 The Goldman Sachs Group, Inc. | GS | 5.96K | $6.02M |
 Costco Wholesale Corporation | COST | 6.36K | $5.95M |
 Martin Marietta Materials, Inc. | MLM | 6.64K | $3.83M |
 GE Vernova Inc. | GEV | 7.11K | $8.35M |
 Lumentum Holdings Inc. | LITE | 7.17K | $6.15M |
 RTX Corporation | RTX | 7.23K | $1.37M |
 Mastercard Incorporated | MA | 7.52K | $3.86M |
 Cisco Systems, Inc. | CSCO | 7.86K | $923.59K |
 Woodward, Inc. | WWD | 8.37K | $3.56M |
 Caterpillar Inc. | CAT | 8.86K | $9.44M |
 AppLovin Corporation | APP | 9.76K | $5.03M |
 EMCOR Group, Inc. | EME | 9.85K | $8.18M |
 Eli Lilly and Company | LLY | 10.02K | $12.02M |
 GE Aerospace | GE | 10.51K | $3.93M |
 Applied Materials, Inc. | AMAT | 10.96K | $7.93M |
 Western Digital Corporation | WDC | 11.98K | $7.65M |
 MasTec, Inc. | MTZ | 12.49K | $5.19M |
 Oracle Corporation | ORCL | 12.83K | $1.88M |