Stock Taper

BRIDGECREEK INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MSCI Inc.MSCI30.04K$16.99M
Constellation Brands, Inc.STZ34.78K$8.41M
Adobe Inc.ADBE35.05K$20.91M
Tesla, Inc.TSLA36.21K$9M
Texas Roadhouse, Inc.TXRH37.59K$4.59M
Generac Holdings Inc.GNRC38.81K$5.02M
Freeport-McMoRan Inc.FCX39.75K$1.69M
Merck & Co., Inc.MRK40.34K$4.4M
On Holding AGONON40.65K$1.1M
T-Mobile US, Inc.TMUS41.28K$6.62M
The Scotts Miracle-Gro CompanySMG45.35K$2.89M
IDEXX Laboratories, Inc.IDXX45.49K$25.25M
Walmart Inc.WMT46.67K$7.36M
Dell Technologies Inc.DELL47K$3.6M
Prudential Financial, Inc.PRU51.05K$5.29M
The Charles Schwab CorporationSCHW55.02K$3.79M
JPMorgan Chase & Co.JPM58.35K$9.93M
NGL Energy Partners LPNGL60K$334.2K
Bank of America CorporationBAC63K$2.12M
Paycom Software, Inc.PAYC66.19K$13.68M