Stock Taper

BRYN MAWR CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Murphy USA Inc.MUSA1.47K$790.72K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.53K$729.24K
Intuitive Surgical, Inc.ISRG1.53K$608.95K
Illinois Tool Works Inc.ITW1.55K$419.36K
S&P Global Inc.SPGI1.55K$633.32K
Garmin Ltd.GRMN1.59K$378.88K
Trane Technologies plcTT1.61K$790.94K
Fortinet, Inc.FTNT1.72K$264.23K
Federal Signal CorporationFSS1.74K$223.83K
Paycom Software, Inc.PAYC1.78K$224.09K
Expedia Group, Inc.EXPE1.78K$456.75K
Charles River Laboratories International, Inc.CRL1.81K$410.26K
GE Vernova Inc.GEV1.89K$2.22M
PPG Industries, Inc.PPG1.97K$239.18K
Lockheed Martin CorporationLMT2.03K$1.04M
Darden Restaurants, Inc.DRI2.05K$422.56K
Kimberly-Clark CorporationKMB2.06K$226.34K
Amphenol CorporationAPH2.13K$374.68K
Raymond James Financial, Inc.RJF2.19K$333.12K
Dollar Tree, Inc.DLTR2.24K$270.44K