Stock Taper 
CAMELOT PORTFOLIOS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 2K | $706.66K |
 MSC Industrial Direct Co., Inc. | MSM | 2K | $237.9K |
 Blackstone Inc. | BX | 2K | $235.34K |
 Adobe Inc. | ADBE | 2.1K | $431.6K |
 Humana Inc. | HUM | 2.11K | $837.64K |
 The Southern Company | SO | 2.2K | $210.56K |
 Veeva Systems Inc. | VEEV | 2.24K | $397.51K |
 IDEX Corporation | IEX | 2.32K | $525.98K |
 Berkshire Hathaway Inc. | BRK-B | 2.35K | $1.18M |
 Ventas, Inc. | VTR | 2.39K | $212.12K |
 UnitedHealth Group Incorporated | UNH | 2.4K | $995.78K |
 Lithia Motors, Inc. | LAD | 2.42K | $702.34K |
 Sysco Corporation | SYY | 2.55K | $213.04K |
 Danaher Corporation | DHR | 2.58K | $492.26K |
 Mastercard Incorporated | MA | 2.61K | $1.34M |
 Walmart Inc. | WMT | 2.63K | $297.42K |
 International Flavors & Fragrances Inc. | IFF | 2.74K | $217.2K |
 The Cheesecake Factory Incorporated | CAKE | 2.8K | $222.71K |
 The TJX Companies, Inc. | TJX | 2.8K | $424.2K |
 Emerson Electric Co. | EMR | 3K | $429.45K |