Stock Taper 
HANLON INVESTMENT MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 126 | $250.67K |
 Cummins Inc. | CMI | 319 | $227.51K |
 Sandisk Corporation | SNDK | 360 | $818.54K |
 BlackRock, Inc. | BLK | 409 | $393.28K |
 Mastercard Incorporated | MA | 421 | $216.23K |
 Deere & Company | DE | 440 | $279.11K |
 Parker-Hannifin Corporation | PH | 461 | $450.91K |
 Costco Wholesale Corporation | COST | 475 | $444.36K |
 Northrop Grumman Corporation | NOC | 491 | $250.07K |
 Advanced Micro Devices, Inc. | AMD | 551 | $320.08K |
 Micron Technology, Inc. | MU | 583 | $672.95K |
 Lam Research Corporation | LRCX | 597 | $258.7K |
 Dell Technologies Inc. | DELL | 606 | $261.46K |
 Comfort Systems USA, Inc. | FIX | 662 | $1.31M |
 The Travelers Companies, Inc. | TRV | 666 | $219.86K |
 Eli Lilly and Company | LLY | 730 | $875.58K |
 International Business Machines Corporation | IBM | 799 | $224.69K |
 Berkshire Hathaway Inc. | BRK-B | 836 | $418.33K |
 Lumentum Holdings Inc. | LITE | 910 | $780.84K |
 Visa Inc. | V | 996 | $341.72K |