Stock Taper

SCS CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BlackRock, Inc.BLK1.15K$1.1M
Dell Technologies Inc.DELL1.15K$495.17K
HubSpot, Inc.HUBS1.19K$217.37K
Hubbell IncorporatedHUBB1.24K$647.2K
Cullen/Frost Bankers, Inc.CFR1.3K$200.26K
Qnity Electronics, Inc.Q1.3K$211.98K
Texas Instruments IncorporatedTXN1.46K$435.78K
M&T Bank CorporationMTB1.47K$350.83K
General Dynamics CorporationGD1.49K$526.4K
SAP SESAP1.56K$240.1K
Applied Materials, Inc.AMAT1.57K$1.13M
Roper Technologies, Inc.ROP1.57K$530.93K
Phillips 66PSX1.7K$287.46K
Thermo Fisher Scientific Inc.TMO1.71K$858.64K
3M CompanyMMM1.73K$280.37K
Cheniere Energy, Inc.LNG1.74K$416.12K
Flex Ltd.FLEX1.91K$309.88K
Diamondback Energy, Inc.FANG1.92K$337.15K
AGCO CorporationAGCO2K$239.4K
Arthur J. Gallagher & Co.AJG2.04K$468.26K