Stock Taper 
J2 CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 192 | $204.46K |
 Micron Technology, Inc. | MU | 272 | $313.97K |
 MercadoLibre, Inc. | MELI | 431 | $731.58K |
 Monolithic Power Systems, Inc. | MPWR | 485 | $670.45K |
 Cummins Inc. | CMI | 496 | $353.75K |
 Microsoft Corporation | MSFT | 666 | $248.32K |
 Vertiv Holdings Co | VRT | 802 | $268.53K |
 Eli Lilly and Company | LLY | 824 | $988.35K |
 Astera Labs, Inc. Common Stock | ALAB | 860 | $415.4K |
 NVIDIA Corporation | NVDA | 1.07K | $213.5K |
 Lockheed Martin Corporation | LMT | 1.37K | $696.43K |
 Ulta Beauty, Inc. | ULTA | 1.38K | $621.45K |
 Fortinet, Inc. | FTNT | 1.43K | $219.06K |
 Moody's Corporation | MCO | 1.43K | $646.32K |
 Ameriprise Financial, Inc. | AMP | 1.47K | $675.29K |
 Amphenol Corporation | APH | 1.51K | $265.89K |
 Amazon.com, Inc. | AMZN | 1.54K | $367.04K |
 Morgan Stanley | MS | 1.55K | $323.59K |
 Apple Inc. | AAPL | 1.62K | $468.49K |
 Medpace Holdings, Inc. | MEDP | 1.68K | $890.24K |