Stock Taper

CAMELOT PORTFOLIOS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cardinal Health, Inc.CAH4.2K$997.75K
Tapestry, Inc.TPR4.2K$614.86K
BWX Technologies, Inc.BWXT4K$778.79K
The Brink's CompanyBCO3.83K$362.21K
The Hartford Insurance Group, Inc.HIG3.63K$481.5K
Essex Property Trust, Inc.ESS3.53K$1.03M
Becton, Dickinson and CompanyBDX3.46K$524.43K
CVS Health Corp.CVS3.3K$341.1K
Magna International Inc.MGA3.21K$210.77K
CDW CorporationCDW3.2K$450.4K
Textron Inc.TXT3.12K$285.72K
IQVIA Holdings Inc.IQV3.11K$600.81K
Emerson Electric Co.EMR3K$429.45K
The TJX Companies, Inc.TJX2.8K$424.2K
The Cheesecake Factory IncorporatedCAKE2.8K$222.71K
International Flavors & Fragrances Inc.IFF2.74K$217.2K
Walmart Inc.WMT2.63K$297.42K
Mastercard IncorporatedMA2.61K$1.34M
Danaher CorporationDHR2.58K$492.26K
Sysco CorporationSYY2.55K$213.04K