Stock Taper 
BOLTHOUSE INVESTMENTS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Markel Corporation | MKL | 110 | $214.83K |
 GE Vernova Inc. | GEV | 247 | $290.19K |
 Advanced Micro Devices, Inc. | AMD | 350 | $203.32K |
 Micron Technology, Inc. | MU | 355 | $409.77K |
 Applied Materials, Inc. | AMAT | 384 | $277.63K |
 Caterpillar Inc. | CAT | 391 | $415.94K |
 Eli Lilly and Company | LLY | 493 | $591.32K |
 Trane Technologies plc | TT | 547 | $268.66K |
 Motorola Solutions, Inc. | MSI | 572 | $237.55K |
 Carlisle Companies Incorporated | CSL | 612 | $222K |
 Thermo Fisher Scientific Inc. | TMO | 662 | $331.9K |
 The Goldman Sachs Group, Inc. | GS | 727 | $735.27K |
 Stryker Corporation | SYK | 787 | $247.78K |
 The Sherwin-Williams Company | SHW | 804 | $276.83K |
 Martin Marietta Materials, Inc. | MLM | 856 | $493.66K |
 Deere & Company | DE | 902 | $572.33K |
 Meta Platforms, Inc. | META | 1.01K | $567.23K |
 UnitedHealth Group Incorporated | UNH | 1.02K | $424.36K |
 Lockheed Martin Corporation | LMT | 1.1K | $560.41K |
 Linde plc | LIN | 1.14K | $589K |