Stock Taper 
BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 4.94K | $2.47M |
 United Natural Foods, Inc. | UNFI | 4.92K | $224.93K |
 Aflac Incorporated | AFL | 4.9K | $574.98K |
 Devon Energy Corporation | DVN | 4.9K | $202.38K |
 CVS Health Corp. | CVS | 4.78K | $494.24K |
 MPLX Lp | MPLX | 4.75K | $267.36K |
 State Street Corporation | STT | 4.63K | $784.63K |
 Brady Corporation | BRC | 4.57K | $418.76K |
 Shopify Inc. | SHOP | 4.48K | $511.47K |
 Suncor Energy Inc. | SU | 4.47K | $239.78K |
 The PNC Financial Services Group, Inc. | PNC | 4.42K | $1.09M |
 Gilead Sciences, Inc. | GILD | 4.37K | $551.9K |
 Camden National Corp. | CAC | 4.3K | $233.05K |
 The Sherwin-Williams Company | SHW | 4.26K | $1.47M |
 Realty Income Corporation | O | 4.25K | $263.13K |
 Bio-Techne Corporation | TECH | 4.14K | $292.57K |
 The Kroger Co. | KR | 4.13K | $229.2K |
 Costco Wholesale Corporation | COST | 4.11K | $3.85M |
 Morgan Stanley | MS | 4.09K | $856K |
 Microchip Technology Incorporated | MCHP | 4.06K | $370K |