Stock Taper 
VIGILANT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 J.B. Hunt Transport Services, Inc. | JBHT | 50 | $9K |
 United Rentals, Inc. | URI | 49 | $22K |
 Nordson Corporation | NDSN | 49 | $12K |
 PulteGroup, Inc. | PHM | 40 | $3K |
 KLA Corporation | KLAC | 38 | $18K |
 Diageo plc | DEO | 38 | $7K |
 PC Connection, Inc. | CNXN | 31 | $1K |
 The Estée Lauder Companies Inc. | EL | 30 | $6K |
 Affiliated Managers Group, Inc. | AMG | 28 | $4K |
 Moody's Corporation | MCO | 28 | $10K |
 RBC Bearings Incorporated | RBC | 27 | $6K |
 Landstar System, Inc. | LSTR | 25 | $5K |
 STERIS plc | STE | 25 | $6K |
 Molina Healthcare, Inc. | MOH | 19 | $6K |
 Cavco Industries, Inc. | CVCO | 18 | $5K |
 Morningstar, Inc. | MORN | 18 | $4K |
 Equinix, Inc. | EQIX | 16 | $13K |
 Arthur J. Gallagher & Co. | AJG | 16 | $4K |
 Booking Holdings Inc. | BKNG | 15 | $41K |
 Teradyne, Inc. | TER | 15 | $2K |