Stock Taper

ELGETHUN CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM3.73K$1.78M
Intel Corp.INTC3.84K$535.98K
Arrowhead Pharmaceuticals, Inc.ARWR4.01K$326.61K
Visa Inc.V4.15K$1.42M
ServiceNow, Inc.NOW4.24K$421.05K
Broadcom Inc.AVGO4.24K$1.6M
PepsiCo, Inc.PEP4.88K$661.24K
Fastenal CompanyFAST4.94K$237.18K
Werner Enterprises, Inc.WERN4.94K$215.56K
Gold Fields LimitedGFI5K$167.95K
Oracle CorporationORCL5.3K$776.22K
JPMorgan Chase & Co.JPM5.57K$1.82M
Johnson & JohnsonJNJ5.57K$1.41M
Vistra Corp.VST5.65K$896.26K
Philip Morris International Inc.PM5.82K$1.05M
Chevron CorporationCVX5.96K$988.73K
AbbVie Inc.ABBV6.3K$1.59M
Green Brick Partners, Inc.GRBK6.36K$508.65K
Space Exploration Technologies Corp.SPCX6.92K$1.18M
3M CompanyMMM6.98K$1.13M