Stock Taper

TRUNORTH CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Advanced Micro Devices, Inc.AMD683$396.76K
Eli Lilly and CompanyLLY628$753.24K
GE AerospaceGE615$229.84K
Taiwan Semiconductor Manufacturing Company LimitedTSM604$288.45K
Berkshire Hathaway Inc.BRK-B576$288.23K
Teledyne Technologies IncorporatedTDY480$320.11K
Mastercard IncorporatedMA467$239.85K
Lennox International Inc.LII456$261.26K
Micron Technology, Inc.MU357$412.08K
Costco Wholesale CorporationCOST321$300.29K
Parker-Hannifin CorporationPH310$303.22K
Caterpillar Inc.CAT290$308.82K
Monolithic Power Systems, Inc.MPWR199$275.09K