Stock Taper 
PORT CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Copart, Inc. | CPRT | 1.45M | $40.79M |
 RLI Corp. | RLI | 1.35M | $79.5M |
 Atmus Filtration Technologies Inc. | ATMU | 1.03M | $52.74M |
 O'Reilly Automotive, Inc. | ORLY | 928.31K | $85.49M |
 Graco Inc. | GGG | 885.79K | $66.97M |
 HEICO Corporation | HEI-A | 804.48K | $207.48M |
 Amphenol Corporation | APH | 743.74K | $131.14M |
 Old Republic International Corporation | ORI | 738.98K | $30.24M |
 Medline Inc. | MDLN | 579.89K | $22.87M |
 Canadian Pacific Kansas City Ltd. | CP | 552.7K | $47.91M |
 Glacier Bancorp, Inc. | GBCI | 508.07K | $26.21M |
 Arch Capital Group Ltd. | ACGL | 496.96K | $48.23M |
 UL Solutions Inc. | ULS | 470.86K | $47.96M |
 Prosperity Bancshares, Inc. | PB | 461.06K | $33.67M |
 SPX Technologies, Inc. | SPXC | 445.24K | $109.16M |
 AMETEK, Inc. | AME | 423.38K | $102.43M |
 Simpson Manufacturing Co., Inc. | SSD | 394.38K | $82.56M |
 Intercontinental Exchange, Inc. | ICE | 360.52K | $44.38M |
 Digi International Inc. | DGII | 321.07K | $24.06M |
 RBC Bearings Incorporated | RBC | 290.28K | $186.96M |