Stock Taper 
BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 ASML Holding N.V. | ASML | 154 | $307.29K |
 IES Holdings, Inc. | IESC | 428 | $314.43K |
 Argan, Inc. | AGX | 443 | $353.76K |
 United Therapeutics Corporation | UTHR | 465 | $251.95K |
 Cummins Inc. | CMI | 526 | $375.19K |
 Elevance Health Inc. | ELV | 658 | $254.47K |
 W.W. Grainger, Inc. | GWW | 668 | $908.07K |
 Carlisle Companies Incorporated | CSL | 671 | $243.41K |
 Marriott International, Inc. | MAR | 681 | $252.37K |
 Ameriprise Financial, Inc. | AMP | 682 | $312.9K |
 Sandisk Corporation | SNDK | 741 | $1.68M |
 Targa Resources Corp. | TRGP | 755 | $202.45K |
 Lennox International Inc. | LII | 766 | $438.88K |
 Micron Technology, Inc. | MU | 810 | $935K |
 McKesson Corporation | MCK | 826 | $624.27K |
 General Dynamics Corporation | GD | 827 | $292.93K |
 AMETEK, Inc. | AME | 829 | $200.57K |
 Marvell Technology, Inc. | MRVL | 841 | $250.54K |
 Deere & Company | DE | 906 | $574.86K |