Stock Taper 
ARTHUR M. COHEN & ASSOCIATES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 15 | $11.23M |
 EMCOR Group, Inc. | EME | 260 | $215.77K |
 Cummins Inc. | CMI | 361 | $257.47K |
 Caterpillar Inc. | CAT | 397 | $422.76K |
 Vertex Pharmaceuticals Incorporated | VRTX | 490 | $243.4K |
 Micron Technology, Inc. | MU | 584 | $674.11K |
 Martin Marietta Materials, Inc. | MLM | 650 | $374.86K |
 Lam Research Corporation | LRCX | 660 | $286K |
 Vulcan Materials Company | VMC | 700 | $206.51K |
 Casey's General Stores, Inc. | CASY | 919 | $730.41K |
 Advanced Micro Devices, Inc. | AMD | 932 | $541.41K |
 Lockheed Martin Corporation | LMT | 933 | $475.33K |
 Lowe's Companies, Inc. | LOW | 973 | $214.54K |
 Motorola Solutions, Inc. | MSI | 977 | $405.74K |
 Applied Materials, Inc. | AMAT | 990 | $715.77K |
| EA ELECTRONIC ARTS INC | EA | 1K | $205.04K |
 Ameriprise Financial, Inc. | AMP | 1.03K | $472.06K |
 Automatic Data Processing, Inc. | ADP | 1.06K | $237.39K |
 IDEX Corporation | IEX | 1.2K | $272.34K |
 Analog Devices, Inc. | ADI | 1.2K | $477.4K |