Stock Taper 
ADVISORS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AT&T Inc. | T | 48.81K | $1.01M |
 McKesson Corporation | MCK | 50.23K | $37.96M |
 Ulta Beauty, Inc. | ULTA | 50.82K | $22.92M |
 ServiceTitan, Inc. | TTAN | 51.27K | $3.63M |
 Owens Corning | OC | 53.31K | $8.47M |
 Solventum Corporation | SOLV | 53.93K | $4.16M |
 Advanced Micro Devices, Inc. | AMD | 55.97K | $32.51M |
 Danaher Corporation | DHR | 56.53K | $10.77M |
 Linde plc | LIN | 56.62K | $29.38M |
 Novartis AG | NVS | 57.96K | $9.08M |
 PJT Partners Inc. | PJT | 58.73K | $8.86M |
 Guidewire Software, Inc. | GWRE | 58.74K | $7.23M |
 Lennar Corporation | LEN | 58.87K | $5.33M |
 Deere & Company | DE | 59.29K | $37.61M |
 Seagate Technology Holdings plc | STX | 59.62K | $57.53M |
 Agilent Technologies, Inc. | A | 62.47K | $8.3M |
 Thermo Fisher Scientific Inc. | TMO | 66.08K | $33.13M |
 First American Financial Corporation | FAF | 66.89K | $4.59M |
 Caterpillar Inc. | CAT | 68.73K | $73.2M |
 American Express Company | AXP | 69.88K | $23.64M |