Stock Taper 
HMS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vistra Corp. | VST | 5.78K | $916.06K |
 Construction Partners, Inc. | ROAD | 5.56K | $660.72K |
 Piper Sandler Companies | PIPR | 5.41K | $391.49K |
 Jacobs Solutions Inc. | J | 5.4K | $680.08K |
 Pinnacle Financial Partners, Inc. | PNFP | 5.26K | $530.63K |
 The Goldman Sachs Group, Inc. | GS | 5K | $5.06M |
 Steel Dynamics, Inc. | STLD | 4.82K | $1.11M |
 HCA Healthcare, Inc. | HCA | 4.77K | $1.86M |
 National Fuel Gas Company | NFG | 4.67K | $360.18K |
 T-Mobile US, Inc. | TMUS | 4.1K | $688K |
 Viking Holdings Ltd | VIK | 4.07K | $425.59K |
 Meta Platforms, Inc. | META | 4.05K | $2.28M |
 Cadence Design Systems, Inc. | CDNS | 3.83K | $1.44M |
 McKesson Corporation | MCK | 3.78K | $2.86M |
 Stryker Corporation | SYK | 3.78K | $1.19M |
 Motorola Solutions, Inc. | MSI | 3.62K | $1.5M |
 ServiceNow, Inc. | NOW | 3.58K | $355.82K |
 McDonald's Corporation | MCD | 3.54K | $958.06K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 3.15K | $1.2M |
 Mastercard Incorporated | MA | 3.03K | $1.56M |