Stock Taper 
ELGETHUN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 980 | $708.54K |
 The Travelers Companies, Inc. | TRV | 928 | $306.5K |
 Texas Instruments Incorporated | TXN | 923 | $275.03K |
 Mastercard Incorporated | MA | 856 | $439.58K |
 Meta Platforms, Inc. | META | 791 | $445.76K |
 Deere & Company | DE | 781 | $495.48K |
 Eaton Corporation plc | ETN | 750 | $319.59K |
 The Hershey Company | HSY | 725 | $127.22K |
 Ecolab Inc. | ECL | 724 | $201.78K |
 NVR, Inc. | NVR | 723 | $4.93M |
 QUALCOMM Incorporated | QCOM | 700 | $129.35K |
 United Rentals, Inc. | URI | 689 | $780.56K |
 Micron Technology, Inc. | MU | 685 | $790.43K |
 American Tower Corporation | AMT | 661 | $108.09K |
 Casey's General Stores, Inc. | CASY | 588 | $467.01K |
 Lockheed Martin Corporation | LMT | 572 | $291.5K |
 Intuit Inc. | INTU | 557 | $145.48K |
 LPL Financial Holdings Inc. | LPLA | 493 | $138.87K |
 Northrop Grumman Corporation | NOC | 475 | $242.11K |
 Costco Wholesale Corporation | COST | 451 | $421.51K |