Stock Taper

ELGETHUN CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mastercard IncorporatedMA856$439.58K
Texas Instruments IncorporatedTXN923$275.03K
The Travelers Companies, Inc.TRV928$306.5K
Applied Materials, Inc.AMAT980$708.54K
S&P Global Inc.SPGI1K$409.01K
Salesforce, Inc.CRM1.01K$158.07K
Vertiv Holdings CoVRT1.03K$343.86K
Lowe's Companies, Inc.LOW1.05K$232.62K
Palo Alto Networks, Inc.PANW1.06K$361.14K
Starbucks CorporationSBUX1.22K$124.57K
Chubb LimitedCB1.26K$428.31K
Advanced Micro Devices, Inc.AMD1.36K$790.04K
Caterpillar Inc.CAT1.4K$1.49M
Target CorporationTGT1.49K$193.9K
Union Pacific CorporationUNP1.51K$410.51K
Accenture plcACN1.56K$194.38K
Mondelez International, Inc.MDLZ1.78K$102.87K
D.R. Horton, Inc.DHI1.78K$290.58K
Intercontinental Exchange, Inc.ICE1.82K$223.64K
Tesla, Inc.TSLA1.94K$813.86K