Stock Taper 
BBR PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 1.61K | $609.31K |
 Aon plc | AON | 1.63K | $539.33K |
 Cheniere Energy, Inc. | LNG | 1.65K | $394.61K |
 Oracle Corporation | ORCL | 1.68K | $246.2K |
 D.R. Horton, Inc. | DHI | 1.84K | $300.19K |
 Humana Inc. | HUM | 2.13K | $844.89K |
 Camden Property Trust | CPT | 2.21K | $253.37K |
 PepsiCo, Inc. | PEP | 2.24K | $303.43K |
 3M Company | MMM | 2.27K | $368.02K |
 Newmont Corporation | NEM | 2.49K | $232.94K |
 Cummins Inc. | CMI | 2.68K | $1.91M |
 Church & Dwight Co., Inc. | CHD | 2.79K | $269.81K |
 Costco Wholesale Corporation | COST | 2.84K | $2.66M |
 Parker-Hannifin Corporation | PH | 2.97K | $2.9M |
 Netflix, Inc. | NFLX | 3.16K | $225.62K |
 Veeva Systems Inc. | VEEV | 3.39K | $601.8K |
 Twilio Inc. | TWLO | 3.42K | $704.82K |
 Hyatt Hotels Corporation | H | 3.5K | $678.44K |
 Caterpillar Inc. | CAT | 3.65K | $3.89M |
 State Street Corporation | STT | 3.9K | $661.44K |