Stock Taper 
TEZA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 1.45K | $255.49K |
 Lam Research Corporation | LRCX | 1.46K | $632.66K |
 American Electric Power Company, Inc. | AEP | 1.49K | $204.12K |
 Targa Resources Corp. | TRGP | 1.55K | $414.54K |
 Powell Industries, Inc. | POWL | 1.58K | $452.74K |
 AbbVie Inc. | ABBV | 1.58K | $398.35K |
 KLA Corporation | KLAC | 1.81K | $545.49K |
 Coherent, Inc. | COHR | 1.85K | $728.98K |
 QUALCOMM Incorporated | QCOM | 1.87K | $345.19K |
 Micron Technology, Inc. | MU | 1.93K | $2.23M |
 AXIS Capital Holdings Limited | AXS | 2.01K | $215.74K |
 Phillips 66 | PSX | 2.03K | $343.51K |
 The Hartford Insurance Group, Inc. | HIG | 2.12K | $281.21K |
 Axcelis Technologies, Inc. | ACLS | 2.21K | $418.87K |
 SouthState Bank Corp. | SSB | 2.29K | $229.17K |
 nVent Electric plc | NVT | 2.33K | $395.19K |
 Sempra | SRE | 2.34K | $216.57K |
 Ciena Corporation | CIEN | 2.37K | $1.16M |
 GE Aerospace | GE | 2.38K | $890.97K |
 Expand Energy Corporation | EXE | 2.5K | $228.16K |