Stock Taper 
TEZA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The PNC Financial Services Group, Inc. | PNC | 821 | $202.15K |
 Norfolk Southern Corporation | NSC | 838 | $263.63K |
 Williams-Sonoma, Inc. | WSM | 863 | $201.16K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 893 | $426.47K |
 UnitedHealth Group Incorporated | UNH | 970 | $403.16K |
 Broadcom Inc. | AVGO | 1.03K | $387.57K |
 Cloudflare, Inc. | NET | 1.08K | $264.41K |
 MKS Inc. | MKSI | 1.08K | $482.16K |
 Advanced Micro Devices, Inc. | AMD | 1.1K | $641.33K |
 Advanced Energy Industries, Inc. | AEIS | 1.11K | $412.77K |
 Howmet Aerospace Inc. | HWM | 1.16K | $310.53K |
 Stryker Corporation | SYK | 1.16K | $366.47K |
 Alphabet Inc. | GOOG | 1.19K | $420.82K |
 Vertiv Holdings Co | VRT | 1.24K | $414.84K |
 Bloom Energy Corporation | BE | 1.26K | $381.7K |
 The Progressive Corporation | PGR | 1.34K | $293.16K |
 Marvell Technology, Inc. | MRVL | 1.39K | $413.17K |
 Texas Instruments Incorporated | TXN | 1.42K | $422.96K |
 Nebius Group N.V. | NBIS | 1.44K | $397.41K |
 Tower Semiconductor Ltd. | TSEM | 1.44K | $375.06K |