Stock Taper 
HMS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 1.66K | $1.99M |
 Southern Copper Corporation | SCCO | 1.67K | $290.67K |
 Accenture plc | ACN | 1.79K | $222.21K |
 Carpenter Technology Corporation | CRS | 1.85K | $1.14M |
 Nova Ltd. | NVMI | 1.93K | $1.05M |
 The J. M. Smucker Company | SJM | 2K | $224.66K |
 Clean Harbors, Inc. | CLH | 2.09K | $623.49K |
 Genuine Parts Company | GPC | 2.2K | $259.56K |
 ESCO Technologies Inc. | ESE | 2.42K | $848.85K |
 Parker-Hannifin Corporation | PH | 2.5K | $2.45M |
 Ligand Pharmaceuticals Incorporated | LGND | 2.52K | $796.55K |
 Arista Networks, Inc. | ANET | 2.75K | $467.17K |
 Texas Roadhouse, Inc. | TXRH | 2.82K | $545.16K |
 Exxon Mobil Corporation | XOM | 2.87K | $392.8K |
 Celestica Inc. | CLS | 2.88K | $1.05M |
 Mastercard Incorporated | MA | 3.03K | $1.56M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 3.15K | $1.2M |
 McDonald's Corporation | MCD | 3.54K | $958.06K |
 ServiceNow, Inc. | NOW | 3.58K | $355.82K |
 Motorola Solutions, Inc. | MSI | 3.62K | $1.5M |