Stock Taper 
KOSHINSKI ASSET MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 264 | $600.26K |
 Monolithic Power Systems, Inc. | MPWR | 266 | $367.37K |
 Lumentum Holdings Inc. | LITE | 397 | $340.65K |
 MercadoLibre, Inc. | MELI | 400 | $678.96K |
 Hubbell Incorporated | HUBB | 408 | $213.49K |
 Seagate Technology Holdings plc | STX | 417 | $402.72K |
 RBC Bearings Incorporated | RBC | 519 | $334.27K |
 Intuitive Surgical, Inc. | ISRG | 520 | $206.79K |
 Medpace Holdings, Inc. | MEDP | 532 | $281.74K |
 Comfort Systems USA, Inc. | FIX | 541 | $1.07M |
 Jabil Inc. | JBL | 541 | $208.55K |
 Celestica Inc. | CLS | 552 | $201.37K |
 EMCOR Group, Inc. | EME | 577 | $478.84K |
 S&P Global Inc. | SPGI | 658 | $268.17K |
 AppLovin Corporation | APP | 661 | $340.57K |
 Carlisle Companies Incorporated | CSL | 707 | $256.61K |
 Elevance Health Inc. | ELV | 747 | $288.84K |
 Trane Technologies plc | TT | 755 | $370.86K |
 F5, Inc. | FFIV | 760 | $316.13K |
 Cadence Design Systems, Inc. | CDNS | 776 | $291.25K |