Stock Taper

RITHOLTZ WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enova International, Inc.ENVA850$204.62K
Wells Fargo & CompanyWFC-PL860$995.02K
Kinsale Capital Group, Inc.KNSL883$291.19K
WESCO International, Inc.WCC907$313.31K
MKS Inc.MKSI921$409.66K
Willis Lease Finance CorporationWLFC927$212.13K
Lumentum Holdings Inc.LITE952$816.92K
Investors Title CompanyITIC991$271.22K
Nordson CorporationNDSN1.03K$309.84K
FTAI Aviation Ltd.FTAI1.03K$279.69K
Cheniere Energy, Inc.LNG1.03K$247.4K
MongoDB, Inc.MDB1.06K$355.38K
Murphy USA Inc.MUSA1.07K$575.06K
Silicon Laboratories Inc.SLAB1.1K$239.54K
Burlington Stores, Inc.BURL1.1K$348.48K
AMETEK, Inc.AME1.11K$269.23K
STERIS plcSTE1.13K$238.76K
Generac Holdings Inc.GNRC1.16K$339.07K
Martin Marietta Materials, Inc.MLM1.17K$675.43K
Rockwell Automation, Inc.ROK1.17K$579.6K