Stock Taper

ADVISORS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A4$3M
Sandisk CorporationSNDK91$207.25K
Comfort Systems USA, Inc.FIX110$218.23K
Monolithic Power Systems, Inc.MPWR214$296.8K
argenx SEARGX224$208.2K
TransDigm Group IncorporatedTDG314$419.54K
Lumentum Holdings Inc.LITE330$283.78K
Markel CorporationMKL348$679.65K
Regeneron Pharmaceuticals, Inc.REGN371$231.59K
Axon Enterprise, Inc.AXON402$225.46K
Teledyne Technologies IncorporatedTDY480$320.11K
Moog Inc.MOG-A508$215.36K
Curtiss-Wright CorporationCW536$406.34K
Western Digital CorporationWDC564$360.69K
Advanced Energy Industries, Inc.AEIS618$230.58K
Carlisle Companies IncorporatedCSL639$231.8K
AutoZone, Inc.AZO645$2.06M
Hilton Worldwide Holdings Inc.HLT659$218.09K
Waters CorporationWAT674$252.78K
CACI International IncCACI684$316.87K