Stock Taper

RITHOLTZ WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Labcorp Holdings Inc.LH1.46K$409.81K
Royal Gold, Inc.RGLD1.48K$294.7K
FormFactor, Inc.FORM1.49K$238.62K
Snap-on IncorporatedSNA1.51K$609.53K
Air Products and Chemicals, Inc.APD1.53K$448.37K
Semtech CorporationSMTC1.53K$248.28K
Reddit, Inc.RDDT1.54K$267.3K
Jack Henry & Associates, Inc.JKHY1.56K$215.02K
Kulicke and Soffa Industries, Inc.KLIC1.58K$212.03K
FactSet Research Systems Inc.FDS1.63K$375.72K
IES Holdings, Inc.IESC1.65K$1.21M
Arcosa, Inc.ACA1.65K$239.73K
Natera, Inc.NTRA1.66K$449.25K
American Water Works Company, Inc.AWK1.66K$218.31K
Carlisle Companies IncorporatedCSL1.71K$620.19K
Equinix, Inc.EQIX1.71K$1.79M
Apollo Global Management, Inc.APO1.72K$202.93K
Guardant Health, Inc.GH1.73K$258.8K
Mercury Systems, Inc.MRCY1.73K$211.63K
Arthur J. Gallagher & Co.AJG1.74K$398.27K