Stock Taper 
LINGOHR & PARTNER ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuit Inc. | INTU | 400 | $273K |
 Curtiss-Wright Corporation | CW | 457 | $248K |
 MercadoLibre, Inc. | MELI | 494 | $1.15M |
 Linde plc | LIN | 530 | $252K |
 BlackRock, Inc. | BLK | 600 | $700K |
 Netflix, Inc. | NFLX | 672 | $806K |
 JPMorgan Chase & Co. | JPM | 700 | $220K |
 Eaton Corporation plc | ETN | 720 | $269K |
 GE Vernova Inc. | GEV | 730 | $449K |
 EMCOR Group, Inc. | EME | 779 | $506K |
 Spotify Technology S.A. | SPOT | 800 | $558K |
 International Business Machines Corporation | IBM | 800 | $226K |
 Affiliated Managers Group, Inc. | AMG | 843 | $201K |
 Celestica Inc. | CLS | 864 | $213K |
 Constellation Energy Corporation | CEG | 900 | $296K |
 Reliance Steel & Aluminum Co. | RS | 1.24K | $349K |
 Thermo Fisher Scientific Inc. | TMO | 1.36K | $662K |
 TD Synnex Corp | SNX | 1.4K | $229K |
 Meta Platforms, Inc. | META | 1.58K | $1.16M |
 Belden Inc. | BDC | 1.68K | $202K |