Stock Taper 
FRAGASSO GROUP INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 135 | $306.95K |
 Comfort Systems USA, Inc. | FIX | 136 | $269.55K |
 NVR, Inc. | NVR | 248 | $1.69M |
 ASML Holding N.V. | ASML | 273 | $543.12K |
 Seagate Technology Holdings plc | STX | 279 | $269.24K |
 United Rentals, Inc. | URI | 281 | $318.21K |
 Cummins Inc. | CMI | 287 | $204.69K |
 Teledyne Technologies Incorporated | TDY | 307 | $204.74K |
 McKesson Corporation | MCK | 412 | $311.32K |
 Western Digital Corporation | WDC | 484 | $309.14K |
 Dell Technologies Inc. | DELL | 518 | $223.5K |
 Linde plc | LIN | 529 | $274.28K |
 Moody's Corporation | MCO | 589 | $266.81K |
 Keysight Technologies, Inc. | KEYS | 605 | $211.79K |
 GE Vernova Inc. | GEV | 606 | $711.98K |
 CrowdStrike Holdings, Inc. | CRWD | 630 | $480.78K |
 Lockheed Martin Corporation | LMT | 635 | $323.63K |
 FedEx Corporation | FDX | 680 | $213K |
 Aon plc | AON | 696 | $230.86K |
 Cencora, Inc. | COR | 772 | $218.5K |