Stock Taper 
CSENGE ADVISORY GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BorgWarner Inc. | BWA | 3.25K | $216.15K |
 Cincinnati Financial Corporation | CINF | 3.33K | $616.49K |
 Howmet Aerospace Inc. | HWM | 3.37K | $905.62K |
 Amphenol Corporation | APH | 3.4K | $598.65K |
 The Toronto-Dominion Bank | TD | 3.44K | $418.04K |
 Twilio Inc. | TWLO | 3.46K | $712.77K |
 Public Service Enterprise Group Incorporated | PEG | 3.57K | $289.42K |
 Shopify Inc. | SHOP | 3.61K | $412.18K |
 Corning Inc | GLW | 3.69K | $941.44K |
 Viking Holdings Ltd | VIK | 3.69K | $386.41K |
 Arista Networks, Inc. | ANET | 3.72K | $632.29K |
 Cummins Inc. | CMI | 3.73K | $2.66M |
 Elevance Health Inc. | ELV | 3.73K | $1.44M |
 Mondelez International, Inc. | MDLZ | 3.73K | $215.78K |
 Deckers Outdoor Corporation | DECK | 3.77K | $374.32K |
 General Motors Company | GM | 3.87K | $297.94K |
 Kimberly-Clark Corporation | KMB | 3.91K | $429.64K |
 Iron Mountain Incorporated | IRM | 3.93K | $495.88K |
 Sysco Corporation | SYY | 3.94K | $329.59K |
 Palo Alto Networks, Inc. | PANW | 3.95K | $1.35M |