Stock Taper 
MARINO, STRAM & ASSOCIATES LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 301 | $347.44K |
 Costco Wholesale Corporation | COST | 335 | $313.48K |
 GE Vernova Inc. | GEV | 336 | $394.46K |
 Applied Materials, Inc. | AMAT | 387 | $279.77K |
 The Goldman Sachs Group, Inc. | GS | 442 | $446.87K |
 Seagate Technology Holdings plc | STX | 609 | $587.68K |
 General Dynamics Corporation | GD | 612 | $216.95K |
 HEICO Corporation | HEI | 623 | $221.83K |
 Chubb Limited | CB | 642 | $218.87K |
 UnitedHealth Group Incorporated | UNH | 655 | $272.16K |
 HEICO Corporation | HEI-A | 867 | $223.51K |
 Automatic Data Processing, Inc. | ADP | 912 | $204.22K |
 Arthur J. Gallagher & Co. | AJG | 935 | $214.58K |
 The Home Depot, Inc. | HD | 1.11K | $390.28K |
 The Travelers Companies, Inc. | TRV | 1.11K | $366.18K |
 Lowe's Companies, Inc. | LOW | 1.19K | $261.8K |
 The Boeing Company | BA | 1.23K | $266.76K |
 Dell Technologies Inc. | DELL | 1.27K | $549.26K |
 Analog Devices, Inc. | ADI | 1.38K | $546.15K |
 GE Aerospace | GE | 1.48K | $553.09K |