Stock Taper

L2 ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ecolab Inc.ECL1.45K$402.87K
The Allstate CorporationALL1.45K$344.54K
Arthur J. Gallagher & Co.AJG1.46K$334.02K
D.R. Horton, Inc.DHI1.46K$237.15K
State Street CorporationSTT1.49K$252.03K
NXP Semiconductors N.V.NXPI1.52K$428.37K
Bloom Energy CorporationBE1.52K$461.62K
GE Vernova Inc.GEV1.53K$1.8M
Intuit Inc.INTU1.56K$407.08K
The Hartford Insurance Group, Inc.HIG1.56K$206.86K
FedEx Freight Holding Company, Inc.FDXF1.56K$235.9K
AppLovin CorporationAPP1.56K$805.82K
Cadence Design Systems, Inc.CDNS1.57K$590.38K
Illinois Tool Works Inc.ITW1.58K$426.53K
Yum! Brands, Inc.YUM1.58K$252.42K
Iron Mountain IncorporatedIRM1.59K$200.96K
AppFolio Inc.APPF1.64K$263.03K
CBRE Group, Inc.CBRE1.66K$223.72K
TE Connectivity plcTEL1.67K$336.08K
Williams-Sonoma, Inc.WSM1.67K$389.04K