Stock Taper

JAG CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX200$396.39K
GE Vernova Inc.GEV249$292.54K
Argan, Inc.AGX435$347.37K
BWX Technologies, Inc.BWXT500$97.33K
Seagate Technology Holdings plcSTX590$568.88K
MasTec, Inc.MTZ688$286.25K
JPMorgan Chase & Co.JPM700$229.19K
GE AerospaceGE732$273.74K
The Home Depot, Inc.HD762$268.71K
Carpenter Technology CorporationCRS791$487.92K
Jazz Pharmaceuticals plcJAZZ892$214.94K
AbbVie Inc.ABBV907$228.25K
Northrop Grumman CorporationNOC984$501.28K
Vicor CorporationVICR1.01K$383.2K
Coca-Cola Consolidated, Inc.COKE1.06K$201.61K
Amgen Inc.AMGN1.14K$414.4K
Welltower Inc.WELL1.2K$272.36K
Nova Ltd.NVMI1.2K$652.07K
International Business Machines CorporationIBM1.25K$352.52K
Norfolk Southern CorporationNSC1.26K$396.26K