Stock Taper 
L2 ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Watts Water Technologies, Inc. | WTS | 4.98K | $1.95M |
 Encompass Health Corporation | EHC | 4.87K | $491.97K |
 Affiliated Managers Group, Inc. | AMG | 4.78K | $1.62M |
 Kinsale Capital Group, Inc. | KNSL | 4.78K | $1.58M |
 O'Reilly Automotive, Inc. | ORLY | 4.75K | $437.33K |
 Duke Energy Corporation | DUK | 4.68K | $592.27K |
 Applied Materials, Inc. | AMAT | 4.66K | $3.37M |
 Palo Alto Networks, Inc. | PANW | 4.63K | $1.58M |
 Mastercard Incorporated | MA | 4.62K | $2.37M |
 Colgate-Palmolive Company | CL | 4.58K | $419.8K |
 Salesforce, Inc. | CRM | 4.52K | $708.73K |
 Carrier Global Corporation | CARR | 4.48K | $328.39K |
 Booking Holdings Inc. | BKNG | 4.44K | $791.74K |
 Blackstone Inc. | BX | 4.44K | $522.69K |
 Adobe Inc. | ADBE | 4.42K | $906.19K |
 Occidental Petroleum Corporation | OXY | 4.14K | $200.93K |
 McDonald's Corporation | MCD | 4.11K | $1.11M |
 F5, Inc. | FFIV | 4.09K | $1.7M |
 Capital One Financial Corporation | COF | 4.08K | $818.73K |
 Sempra | SRE | 4.07K | $377.64K |