Stock Taper 
NIKKO ASSET MANAGEMENT AMERICAS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cactus, Inc. | WHD | 13.31K | $681.86K |
 Baker Hughes Company | BKR | 13.23K | $733.5K |
 Honeywell International Inc. | HON | 12.64K | $2.83M |
 Nucor Corporation | NUE | 12.24K | $2.72M |
 TechnipFMC plc | FTI | 12.1K | $802.46K |
 Canadian Pacific Kansas City Ltd. | CP | 11.95K | $1.04M |
 Incyte Corporation | INCY | 11.71K | $1.33M |
 Teledyne Technologies Incorporated | TDY | 11.52K | $7.68M |
 Lockheed Martin Corporation | LMT | 11.14K | $5.67M |
 Air Products and Chemicals, Inc. | APD | 11.07K | $3.24M |
 Xylem Inc. | XYL | 10.88K | $1.29M |
 Bunge Global S.A. | BG | 9.8K | $1.05M |
 Caterpillar Inc. | CAT | 9.52K | $10.13M |
 Packaging Corporation of America | PKG | 9.28K | $2.21M |
 The Walt Disney Company | DIS | 8.45K | $812.87K |
 AdaptHealth Corp. | AHCO | 8.26K | $85.99K |
 Linde plc | LIN | 8.2K | $4.26M |
 Crown Holdings, Inc. | CCK | 7.41K | $828.36K |
 Badger Meter, Inc. | BMI | 7.11K | $1.05M |
 Precision Drilling Corporation | PDS | 5.66K | $433K |