Stock Taper 
KEEL POINT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 4.37K | $5.05M |
 McDonald's Corporation | MCD | 4.34K | $1.17M |
 Carvana Co. | CVNA | 4.23K | $278.35K |
 O'Reilly Automotive, Inc. | ORLY | 4.11K | $378.11K |
 GE Aerospace | GE | 4.09K | $1.53M |
 CVS Health Corp. | CVS | 4.06K | $419.84K |
 ONEOK, Inc. | OKE | 4.03K | $350.35K |
 HSBC Holdings plc | HSBC | 3.97K | $377.29K |
 AngloGold Ashanti plc | AU | 3.94K | $318.53K |
 Arch Capital Group Ltd. | ACGL | 3.93K | $381.35K |
 Parsons Corporation | PSN | 3.92K | $205.47K |
 Salesforce, Inc. | CRM | 3.92K | $614.16K |
 Texas Instruments Incorporated | TXN | 3.91K | $1.17M |
 Nebius Group N.V. | NBIS | 3.9K | $1.08M |
 Brown & Brown, Inc. | BRO | 3.88K | $249.16K |
 Realty Income Corporation | O | 3.87K | $239.96K |
 Mondelez International, Inc. | MDLZ | 3.86K | $223.12K |
 Phillips 66 | PSX | 3.85K | $650.08K |
 RLI Corp. | RLI | 3.8K | $224.3K |
 D.R. Horton, Inc. | DHI | 3.79K | $617.85K |