Stock Taper 
MITCHELL CAPITAL MANAGEMENT CO
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 16.81K | $9.47M |
 Micron Technology, Inc. | MU | 15.82K | $18.26M |
 The PNC Financial Services Group, Inc. | PNC | 13.66K | $3.36M |
 Evercore Inc. | EVR | 13.39K | $4.57M |
 American Express Company | AXP | 13.27K | $4.49M |
 Royal Caribbean Cruises Ltd. | RCL | 13.25K | $4.21M |
 Oracle Corporation | ORCL | 12.83K | $1.88M |
 MasTec, Inc. | MTZ | 12.49K | $5.19M |
 Western Digital Corporation | WDC | 11.98K | $7.65M |
 Applied Materials, Inc. | AMAT | 10.96K | $7.93M |
 GE Aerospace | GE | 10.51K | $3.93M |
 Eli Lilly and Company | LLY | 10.02K | $12.02M |
 EMCOR Group, Inc. | EME | 9.85K | $8.18M |
 AppLovin Corporation | APP | 9.76K | $5.03M |
 Caterpillar Inc. | CAT | 8.86K | $9.44M |
 Woodward, Inc. | WWD | 8.37K | $3.56M |
 Cisco Systems, Inc. | CSCO | 7.86K | $923.59K |
 Mastercard Incorporated | MA | 7.52K | $3.86M |
 RTX Corporation | RTX | 7.23K | $1.37M |
 Lumentum Holdings Inc. | LITE | 7.17K | $6.15M |