Stock Taper

BALENTINE LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK134$304.68K
Bank of America CorporationBAC-PL200$250.9K
Parker-Hannifin CorporationPH220$215.19K
BlackRock, Inc.BLK327$314.43K
Curtiss-Wright CorporationCW380$287.95K
Cummins Inc.CMI382$272.45K
Vertex Pharmaceuticals IncorporatedVRTX515$255.82K
GE AerospaceGE572$213.77K
Caterpillar Inc.CAT582$619.77K
Costco Wholesale CorporationCOST640$598.7K
Chubb LimitedCB718$244.65K
ASML Holding N.V.ASML727$1.45M
Palo Alto Networks, Inc.PANW738$251.67K
Trane Technologies plcTT778$382.12K
Applied Materials, Inc.AMAT818$591.41K
Nebius Group N.V.NBIS862$238.06K
Eaton Corporation plcETN885$377.12K
Micron Technology, Inc.MU897$1.04M
The PNC Financial Services Group, Inc.PNC905$222.83K
MercadoLibre, Inc.MELI978$1.66M