Stock Taper

ADVISORY ALPHA, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monolithic Power Systems, Inc.MPWR201$277.94K
W.W. Grainger, Inc.GWW234$318.92K
MercadoLibre, Inc.MELI292$498.88K
ASML Holding N.V.ASML319$634.93K
Dillard's, Inc.DDS523$276.36K
Sandisk CorporationSNDK535$1.22M
Quanta Services, Inc.PWR589$424.19K
Parker-Hannifin CorporationPH666$651.54K
Comfort Systems USA, Inc.FIX734$1.46M
Cummins Inc.CMI737$525.96K
Bloom Energy CorporationBE747$226.12K
General Dynamics CorporationGD798$282.96K
Hilton Worldwide Holdings Inc.HLT800$264.61K
Curtiss-Wright CorporationCW818$620.17K
Carpenter Technology CorporationCRS840$518.35K
Garmin Ltd.GRMN875$207.9K
Vertiv Holdings CoVRT887$296.99K
The Travelers Companies, Inc.TRV894$295.24K
The Allstate CorporationALL913$217.71K
United Rentals, Inc.URI950$1.08M