Stock Taper 
CSENGE ADVISORY GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 MercadoLibre, Inc. | MELI | 133 | $225.07K |
 Monolithic Power Systems, Inc. | MPWR | 157 | $217.11K |
 Sandisk Corporation | SNDK | 166 | $377.97K |
 Equinix, Inc. | EQIX | 214 | $223.09K |
 BlackRock, Inc. | BLK | 428 | $411.46K |
 IDEXX Laboratories, Inc. | IDXX | 430 | $226.62K |
 Fabrinet | FN | 494 | $277.67K |
 Vertex Pharmaceuticals Incorporated | VRTX | 511 | $253.9K |
 Motorola Solutions, Inc. | MSI | 527 | $218.74K |
 Lumentum Holdings Inc. | LITE | 592 | $508.13K |
 EMCOR Group, Inc. | EME | 688 | $570.96K |
 Ralph Lauren Corporation | RL | 692 | $277.95K |
 McKesson Corporation | MCK | 732 | $553.29K |
 Cadence Design Systems, Inc. | CDNS | 734 | $275.61K |
 Norfolk Southern Corporation | NSC | 735 | $231.3K |
 Synopsys, Inc. | SNPS | 742 | $331.1K |
 Royal Caribbean Cruises Ltd. | RCL | 760 | $241.29K |
 AppLovin Corporation | APP | 761 | $392.27K |
 Air Products and Chemicals, Inc. | APD | 789 | $231.27K |