Stock Taper 
HMS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 209 | $245.55K |
 Linde plc | LIN | 448 | $232.49K |
 SiTime Corporation | SITM | 524 | $390.67K |
 Evercore Inc. | EVR | 586 | $200.16K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 595 | $284.19K |
 Comfort Systems USA, Inc. | FIX | 742 | $1.47M |
 Monolithic Power Systems, Inc. | MPWR | 763 | $1.06M |
 Visa Inc. | V | 788 | $270.36K |
 Cardinal Health, Inc. | CAH | 993 | $235.9K |
 Chubb Limited | CB | 1K | $342.44K |
 Arthur J. Gallagher & Co. | AJG | 1.2K | $274.72K |
 Adobe Inc. | ADBE | 1.25K | $255.66K |
 United Therapeutics Corporation | UTHR | 1.26K | $681.62K |
 United Rentals, Inc. | URI | 1.26K | $1.43M |
 Autodesk, Inc. | ADSK | 1.38K | $268.88K |
 Amphenol Corporation | APH | 1.46K | $257.81K |
 Howmet Aerospace Inc. | HWM | 1.5K | $401.99K |
 Sterling Infrastructure, Inc. | STRL | 1.51K | $1.27M |
 Curtiss-Wright Corporation | CW | 1.57K | $1.19M |
 AppFolio Inc. | APPF | 1.58K | $253.51K |