Stock Taper 
VISION CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Parker-Hannifin Corporation | PH | 227 | $222.03K |
 NVR, Inc. | NVR | 296 | $2.02M |
 Lockheed Martin Corporation | LMT | 444 | $226.2K |
 CrowdStrike Holdings, Inc. | CRWD | 501 | $382.33K |
 Advanced Energy Industries, Inc. | AEIS | 619 | $230.81K |
 American Express Company | AXP | 629 | $212.76K |
 Marvell Technology, Inc. | MRVL | 717 | $213.59K |
 Labcorp Holdings Inc. | LH | 750 | $210K |
 Caterpillar Inc. | CAT | 973 | $1.04M |
 The Travelers Companies, Inc. | TRV | 1.01K | $334.44K |
 McDonald's Corporation | MCD | 1.13K | $305.45K |
 Constellation Energy Corporation | CEG | 1.13K | $281.65K |
 First Solar, Inc. | FSLR | 1.17K | $275.6K |
 Ecolab Inc. | ECL | 1.25K | $348.26K |
 Arista Networks, Inc. | ANET | 1.26K | $214.7K |
 Union Pacific Corporation | UNP | 1.27K | $345.17K |
 Air Products and Chemicals, Inc. | APD | 1.27K | $373.81K |
 Tesla, Inc. | TSLA | 1.46K | $615.28K |
 RTX Corporation | RTX | 1.47K | $279.66K |
 Oracle Corporation | ORCL | 1.55K | $226.86K |