Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Industrial Technologies, Inc. | AIT | 134.74K | $45.56M |
 Advanced Micro Devices, Inc. | AMD | 133.51K | $77.56M |
 Motorola Solutions, Inc. | MSI | 128.4K | $53.32M |
 Teledyne Technologies Incorporated | TDY | 125.9K | $83.96M |
 Lennox International Inc. | LII | 125.3K | $71.79M |
 Coinbase Global, Inc. | COIN | 125K | $18.27M |
 Alphabet Inc. | GOOGL | 123K | $43.96M |
 ePlus inc. | PLUS | 111.6K | $9.29M |
 Selective Insurance Group, Inc. | SIGI | 110.19K | $10.69M |
 CGI Inc. | GIB | 106.9K | $6.9M |
 Primerica, Inc. | PRI | 94.96K | $26.99M |
 Casey's General Stores, Inc. | CASY | 91.85K | $73M |
 Broadcom Inc. | AVGO | 90.07K | $34.02M |
 Bank of America Corporation | BAC | 87K | $4.96M |
 Broadridge Financial Solutions, Inc. | BR | 86K | $11.78M |
 Shopify Inc. | SHOP | 85K | $9.71M |
 Badger Meter, Inc. | BMI | 84.2K | $12.49M |
 Amkor Technology, Inc. | AMKR | 83.96K | $7.24M |
 American Financial Group, Inc. | AFG | 80.79K | $11.31M |
 O'Reilly Automotive, Inc. | ORLY | 77K | $7.09M |