Stock Taper 
FUNDAMENTUM, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Sandisk Corporation | SNDK | 94 | $213.73K |
 Monolithic Power Systems, Inc. | MPWR | 205 | $284.72K |
 Casey's General Stores, Inc. | CASY | 256 | $203.47K |
 EMCOR Group, Inc. | EME | 262 | $217.43K |
 Western Digital Corporation | WDC | 337 | $215.26K |
 AppLovin Corporation | APP | 426 | $219.49K |
 Lennox International Inc. | LII | 431 | $246.94K |
 Equinix, Inc. | EQIX | 438 | $457.31K |
 Deere & Company | DE | 456 | $289.65K |
 Watsco, Inc. | WSO | 515 | $214.62K |
 Ciena Corporation | CIEN | 628 | $308.07K |
 Celestica Inc. | CLS | 670 | $244.42K |
 Parker-Hannifin Corporation | PH | 683 | $668.55K |
 Axon Enterprise, Inc. | AXON | 700 | $392.43K |
 LPL Financial Holdings Inc. | LPLA | 718 | $202.28K |
 Keysight Technologies, Inc. | KEYS | 748 | $261.85K |
 The PNC Financial Services Group, Inc. | PNC | 821 | $202.15K |
 Nordson Corporation | NDSN | 835 | $252.2K |
 Marathon Petroleum Corporation | MPC | 940 | $240.49K |