Stock Taper 
DAVID R. RAHN & ASSOCIATES INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BWX Technologies, Inc. | BWXT | 1.21K | $236.11K |
 Costco Wholesale Corporation | COST | 1.26K | $1.18M |
 Amphenol Corporation | APH | 1.4K | $246.85K |
 The Procter & Gamble Company | PG | 1.41K | $207.05K |
 DaVita Inc. | DVA | 1.59K | $352.85K |
 Danaher Corporation | DHR | 1.61K | $305.91K |
 Texas Instruments Incorporated | TXN | 1.61K | $481.38K |
 Ulta Beauty, Inc. | ULTA | 2.06K | $929.02K |
 GE Vernova Inc. | GEV | 2.11K | $2.48M |
 Broadcom Inc. | AVGO | 2.13K | $802.72K |
 HEICO Corporation | HEI | 2.61K | $928.72K |
 Lam Research Corporation | LRCX | 2.86K | $1.24M |
 NextEra Energy, Inc. | NEE | 3.36K | $295.26K |
 Palantir Technologies Inc. | PLTR | 3.4K | $396.1K |
 Bank of Montreal | BMO | 3.42K | $605.2K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.58K | $1.71M |
 BorgWarner Inc. | BWA | 3.6K | $239.04K |
 Netflix, Inc. | NFLX | 3.8K | $271.32K |
 Canadian National Railway Company | CNI | 3.89K | $463.49K |
 Occidental Petroleum Corporation | OXY | 4.2K | $203.85K |