Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 2.7K | $2.32M |
 Sterling Infrastructure, Inc. | STRL | 3.61K | $3.03M |
 Ulta Beauty, Inc. | ULTA | 4.92K | $2.22M |
 Applied Materials, Inc. | AMAT | 4.93K | $3.56M |
 The Goldman Sachs Group, Inc. | GS | 5.31K | $5.37M |
 Coherent, Inc. | COHR | 6.6K | $2.6M |
 EMCOR Group, Inc. | EME | 6.6K | $5.48M |
 Marsh & McLennan Companies, Inc. | MRSH | 7.31K | $1.22M |
 Parker-Hannifin Corporation | PH | 9K | $8.8M |
 Eli Lilly and Company | LLY | 9.01K | $10.81M |
 Carpenter Technology Corporation | CRS | 10K | $6.17M |
 Hilton Worldwide Holdings Inc. | HLT | 10.02K | $3.31M |
 Fair Isaac Corporation | FICO | 10.9K | $13.03M |
 Lam Research Corporation | LRCX | 11.65K | $5.05M |
 JPMorgan Chase & Co. | JPM | 12K | $3.93M |
 Nucor Corporation | NUE | 13.3K | $2.96M |
 Enova International, Inc. | ENVA | 14K | $3.37M |
 IDEXX Laboratories, Inc. | IDXX | 14.62K | $7.7M |
 W.W. Grainger, Inc. | GWW | 15.5K | $21.09M |
 Verisk Analytics, Inc. | VRSK | 16.76K | $3.01M |