Stock Taper 
SEASCAPE CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 418 | $391K |
 Lam Research Corporation | LRCX | 628 | $272K |
 McKesson Corporation | MCK | 683 | $516K |
 Johnson & Johnson | JNJ | 828 | $210K |
 Norfolk Southern Corporation | NSC | 956 | $301K |
 The Sherwin-Williams Company | SHW | 1.03K | $354K |
 The Home Depot, Inc. | HD | 1.06K | $374K |
 Mastercard Incorporated | MA | 1.34K | $690K |
 Eli Lilly and Company | LLY | 1.39K | $1.66M |
 Berkshire Hathaway Inc. | BRK-B | 1.95K | $976K |
 Alphabet Inc. | GOOG | 3.02K | $1.07M |
 Allegro MicroSystems, Inc. | ALGM | 3.03K | $211K |
 Micron Technology, Inc. | MU | 3.19K | $3.68M |
 Merck & Co., Inc. | MRK | 3.37K | $433K |
 Applied Materials, Inc. | AMAT | 3.44K | $2.49M |
 Corning Inc | GLW | 3.48K | $889K |
 Walmart Inc. | WMT | 3.52K | $398K |
 The Kroger Co. | KR | 4.32K | $240K |
 The Procter & Gamble Company | PG | 4.91K | $719K |
 Netflix, Inc. | NFLX | 5.61K | $401K |