Stock Taper

BALLENTINE PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Clean Harbors, Inc.CLH764$228.25K
MongoDB, Inc.MDB763$256.29K
Reliance Steel & Aluminum Co.RS756$282.44K
Roper Technologies, Inc.ROP730$247.03K
Watts Water Technologies, Inc.WTS712$278.71K
MACOM Technology Solutions Holdings, Inc.MTSI703$267.4K
Kinsale Capital Group, Inc.KNSL663$218.66K
Monolithic Power Systems, Inc.MPWR612$846K
CACI International IncCACI610$282.59K
United Therapeutics CorporationUTHR608$329.43K
ESCO Technologies Inc.ESE607$212.47K
AutoZone, Inc.AZO580$1.85M
EMCOR Group, Inc.EME549$455.6K
Elbit Systems Ltd.ESLT521$395.29K
Mettler-Toledo International Inc.MTD495$632.37K
Valmont Industries, Inc.VMI492$284.18K
Astera Labs, Inc. Common StockALAB489$236.2K
Lennox International Inc.LII455$260.69K
FabrinetFN440$247.31K
Casey's General Stores, Inc.CASY434$344.94K