Stock Taper 
ONE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mercury Systems, Inc. | MRCY | 40.5K | $2.95M |
 Adobe Inc. | ADBE | 41.62K | $10.12M |
 SAP SE | SAP | 41.91K | $7.18M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 44.6K | $15.07M |
 General Dynamics Corporation | GD | 46.14K | $15.84M |
 Guardant Health, Inc. | GH | 46.73K | $4.32M |
 The Cheesecake Factory Incorporated | CAKE | 47.75K | $2.61M |
 Bentley Systems, Incorporated | BSY | 48.13K | $1.69M |
 The Home Depot, Inc. | HD | 48.68K | $16.01M |
 Zurn Elkay Water Solutions Corporation | ZWS | 49.15K | $2.2M |
 The AES Corporation | AES | 49.33K | $694.99K |
 Meta Platforms, Inc. | META | 49.52K | $28.33M |
 AT&T Inc. | T | 51.2K | $1.48M |
 Globus Medical, Inc. | GMED | 52.2K | $4.5M |
 Alphabet Inc. | GOOGL | 52.24K | $15.02M |
 Visa Inc. | V | 55.46K | $16.76M |
 CrowdStrike Holdings, Inc. | CRWD | 56.59K | $22.09M |
 Ionis Pharmaceuticals, Inc. | IONS | 58.94K | $4.43M |
 Celsius Holdings, Inc. | CELH | 60.84K | $2.16M |
 Halozyme Therapeutics, Inc. | HALO | 61.68K | $3.99M |