Stock Taper

ALLIANZ ASSET MANAGEMENT GMBH

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Canadian National Railway CompanyCNI36.42K$3.86M
Insight Enterprises, Inc.NSIT36.57K$4.45M
Packaging Corporation of AmericaPKG36.68K$7.82M
Shoals Technologies Group, Inc.SHLS37K$243.46K
Apollo Global Management, Inc.APO37.09K$4.2M
Arthur J. Gallagher & Co.AJG37.16K$8.05M
Quest Diagnostics IncorporatedDGX37.16K$7.31M
Cloudflare, Inc.NET37.33K$7.7M
United Rentals, Inc.URI37.38K$31.11M
PC Connection, Inc.CNXN37.54K$2.74M
Lennar CorporationLEN37.56K$3.27M
Aon plcAON38.14K$12.32M
Southwest Gas Holdings, Inc.SWX38.9K$3.38M
BlueLinx Holdings Inc.BXC39.02K$2.41M
J.B. Hunt Transport Services, Inc.JBHT39.18K$10.33M
Ingevity CorporationNGVT39.53K$2.95M
Axcelis Technologies, Inc.ACLS40.13K$3.74M
Lumentum Holdings Inc.LITE40.51K$28.86M
The Brink's CompanyBCO40.77K$4.22M
Clean Harbors, Inc.CLH40.99K$11.76M