Stock Taper

PORT CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY168$201.5K
The Goldman Sachs Group, Inc.GS346$349.93K
Costco Wholesale CorporationCOST356$333.03K
Caterpillar Inc.CAT372$396.14K
Broadcom Inc.AVGO531$200.59K
Advanced Micro Devices, Inc.AMD590$342.74K
Palo Alto Networks, Inc.PANW594$202.57K
KLA CorporationKLAC986$297.49K
Thermo Fisher Scientific Inc.TMO1.18K$592.61K
Nucor CorporationNUE1.2K$267.52K
Oracle CorporationORCL1.48K$217.33K
Illinois Tool Works Inc.ITW1.6K$433.83K
Citigroup Inc.C1.75K$245.49K
Berkshire Hathaway Inc.BRK-B2.02K$1.01M
McDonald's CorporationMCD2.04K$550.08K
Phillips 66PSX2.1K$355.51K
Walmart Inc.WMT2.15K$243.96K
Netflix, Inc.NFLX2.88K$205.49K
JPMorgan Chase & Co.JPM2.96K$970.21K
Marriott International, Inc.MAR3.05K$1.13M