Stock Taper

BALLENTINE PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
United Therapeutics CorporationUTHR608$329.43K
CACI International IncCACI610$282.59K
Monolithic Power Systems, Inc.MPWR612$846K
Kinsale Capital Group, Inc.KNSL663$218.66K
MACOM Technology Solutions Holdings, Inc.MTSI703$267.4K
Watts Water Technologies, Inc.WTS712$278.71K
Roper Technologies, Inc.ROP730$247.03K
Reliance Steel & Aluminum Co.RS756$282.44K
MongoDB, Inc.MDB763$256.29K
Clean Harbors, Inc.CLH764$228.25K
Curtiss-Wright CorporationCW770$583.48K
argenx SEARGX772$716.24K
Assurant, Inc.AIZ800$214.82K
Sterling Infrastructure, Inc.STRL801$672.33K
Nova Ltd.NVMI817$443.58K
VeriSign, Inc.VRSN819$206.03K
Axon Enterprise, Inc.AXON823$461.38K
Alexander's, Inc.ALX827$227.89K
Watsco, Inc.WSO859$357.97K
MasTec, Inc.MTZ865$359.89K