Stock Taper 
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 494 | $570.22K |
 TransDigm Group Incorporated | TDG | 714 | $951.08K |
 GE Vernova Inc. | GEV | 979 | $1.15M |
 EMCOR Group, Inc. | EME | 1.47K | $1.22M |
 The Sherwin-Williams Company | SHW | 1.9K | $652.49K |
 Air Products and Chemicals, Inc. | APD | 2.15K | $629.46K |
 Yum! Brands, Inc. | YUM | 2.27K | $363.04K |
 Berkshire Hathaway Inc. | BRK-B | 2.61K | $1.31M |
 PepsiCo, Inc. | PEP | 2.66K | $360.16K |
 Valero Energy Corporation | VLO | 2.8K | $728.45K |
 Cadence Design Systems, Inc. | CDNS | 2.91K | $1.09M |
 The Hershey Company | HSY | 3.25K | $570.56K |
 Meta Platforms, Inc. | META | 3.41K | $1.92M |
 Exxon Mobil Corporation | XOM | 3.51K | $479.89K |
 Morgan Stanley | MS | 3.64K | $761.53K |
 EnerSys | ENS | 3.73K | $871.45K |
 Chesapeake Utilities Corporation | CPK | 3.87K | $474.37K |
 Johnson & Johnson | JNJ | 4.63K | $1.17M |
 Prologis, Inc. | PLD | 4.76K | $644.43K |
 American Electric Power Company, Inc. | AEP | 4.85K | $663.66K |