Stock Taper 
TRUNORTH CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 199 | $275.09K |
 Caterpillar Inc. | CAT | 290 | $308.82K |
 Parker-Hannifin Corporation | PH | 310 | $303.22K |
 Costco Wholesale Corporation | COST | 321 | $300.29K |
 Micron Technology, Inc. | MU | 357 | $412.08K |
 Lennox International Inc. | LII | 456 | $261.26K |
 Mastercard Incorporated | MA | 467 | $239.85K |
 Teledyne Technologies Incorporated | TDY | 480 | $320.11K |
 Berkshire Hathaway Inc. | BRK-B | 576 | $288.23K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 604 | $288.45K |
 GE Aerospace | GE | 615 | $229.84K |
 Eli Lilly and Company | LLY | 628 | $753.24K |
 Advanced Micro Devices, Inc. | AMD | 683 | $396.76K |
 Marvell Technology, Inc. | MRVL | 748 | $222.82K |
 Ecolab Inc. | ECL | 859 | $239.33K |
 LPL Financial Holdings Inc. | LPLA | 891 | $250.98K |
 Nordson Corporation | NDSN | 1.07K | $322.51K |
 Cincinnati Financial Corporation | CINF | 1.1K | $203.65K |
 Meta Platforms, Inc. | META | 1.11K | $625.82K |
 RTX Corporation | RTX | 1.24K | $234.51K |