Stock Taper 
TORTOISE CAPITAL ADVISORS, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 2.32K | $4.6M |
 Cummins Inc. | CMI | 4.03K | $2.87M |
 Caterpillar Inc. | CAT | 5.04K | $5.36M |
 Lumentum Holdings Inc. | LITE | 5.28K | $4.53M |
 Celestica Inc. | CLS | 5.98K | $2.18M |
 Sandisk Corporation | SNDK | 10.92K | $24.82M |
 Coherent, Inc. | COHR | 14.09K | $5.56M |
 NVIDIA Corporation | NVDA | 14.93K | $2.99M |
 Ferguson plc | FERG | 17.14K | $4.08M |
 Seagate Technology Holdings plc | STX | 20.72K | $20M |
 Stantec Inc. | STN | 20.95K | $1.44M |
 Micron Technology, Inc. | MU | 27.31K | $31.52M |
 Dycom Industries, Inc. | DY | 28.15K | $14.23M |
 Western Digital Corporation | WDC | 31.57K | $20.17M |
 WEC Energy Group, Inc. | WEC | 36.41K | $4.25M |
 MYR Group Inc. | MYRG | 37.76K | $18.89M |
 Amphenol Corporation | APH | 39.69K | $7M |
 Modine Manufacturing Company | MOD | 42.99K | $11.48M |
 Nebius Group N.V. | NBIS | 43.3K | $11.96M |
 Ciena Corporation | CIEN | 46.85K | $22.98M |