Stock Taper

STRATEGY ASSET MANAGERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK184$418.37K
Caterpillar Inc.CAT246$262.37K
Lumentum Holdings Inc.LITE272$233.39K
Curtiss-Wright CorporationCW296$224.3K
W.W. Grainger, Inc.GWW339$460.83K
Parker-Hannifin CorporationPH455$445.05K
EMCOR Group, Inc.EME515$427.39K
BlackRock, Inc.BLK572$549.7K
Trane Technologies plcTT718$352.65K
Snap-on IncorporatedSNA723$290.94K
Advanced Micro Devices, Inc.AMD737$428.13K
Motorola Solutions, Inc.MSI746$309.93K
Taiwan Semiconductor Manufacturing Company LimitedTSM760$362.95K
Linde plcLIN809$419.94K
Comfort Systems USA, Inc.FIX809$1.6M
McKesson CorporationMCK812$613.55K
Roper Technologies, Inc.ROP858$290.47K
S&P Global Inc.SPGI967$393.76K
Casey's General Stores, Inc.CASY1.01K$805.12K
Targa Resources Corp.TRGP1.02K$273.24K