Stock Taper 
KLINGMAN & ASSOCIATES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 178 | $246.06K |
 NewMarket Corporation | NEU | 257 | $203.35K |
 Lumentum Holdings Inc. | LITE | 262 | $224.81K |
 Regeneron Pharmaceuticals, Inc. | REGN | 384 | $239.44K |
 RBC Bearings Incorporated | RBC | 391 | $251.83K |
 EMCOR Group, Inc. | EME | 403 | $334.44K |
 Sandisk Corporation | SNDK | 411 | $934.5K |
 Northrop Grumman Corporation | NOC | 432 | $220.02K |
 Trane Technologies plc | TT | 499 | $245.09K |
 Ciena Corporation | CIEN | 503 | $246.75K |
 AppLovin Corporation | APP | 509 | $262.25K |
 Watts Water Technologies, Inc. | WTS | 540 | $211.38K |
 Vertex Pharmaceuticals Incorporated | VRTX | 547 | $271.71K |
 Moody's Corporation | MCO | 561 | $254.09K |
 Jabil Inc. | JBL | 574 | $221.27K |
 Credit Acceptance Corporation | CACC | 587 | $373.77K |
 Spotify Technology S.A. | SPOT | 594 | $272.72K |
 Parker-Hannifin Corporation | PH | 598 | $584.92K |
 Seagate Technology Holdings plc | STX | 631 | $608.91K |
 ASML Holding N.V. | ASML | 671 | $1.33M |