Stock Taper

VIGILANT CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AZZ Inc.AZZ675$29K
Adobe Inc.ADBE700$342K
Public Service Enterprise Group IncorporatedPEG700$44K
The Southern CompanySO700$49K
Phillips 66PSX700$67K
Dell Technologies Inc.DELL704$38K
Moderna, Inc.MRNA750$91K
Republic Services, Inc.RSG766$117K
Badger Meter, Inc.BMI800$118K
T. Rowe Price Group, Inc.TROW800$90K
The Kraft Heinz CompanyKHC805$29K
Waste Connections, Inc.WCN805$115K
Costco Wholesale CorporationCOST834$449K
Skyworks Solutions, Inc.SWKS856$95K
Cullen/Frost Bankers, Inc.CFR880$95K
Textron Inc.TXT896$61K
MP Materials Corp.MP900$21K
Canadian Pacific Kansas City Ltd.CP929$75K
Amkor Technology, Inc.AMKR953$28K
MetLife, Inc.MET1K$57K