Stock Taper

PORT CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Solid Power, Inc.SLDP19.75K$51.15K
Golub Capital BDC, Inc.GBDC22K$283.36K
Motorola Solutions, Inc.MSI27.74K$11.52M
S&P Global Inc.SPGI28.63K$11.66M
Ares Capital CorporationARCC43K$796.79K
Apple Inc.AAPL48.06K$13.91M
Colgate-Palmolive CompanyCL65.73K$6.03M
Parker-Hannifin CorporationPH82.92K$81.11M
Revvity, Inc.RVTY85.99K$9.57M
Winmark CorporationWINA86.77K$36.71M
Kinsale Capital Group, Inc.KNSL94.24K$31.08M
Mastercard IncorporatedMA97.53K$50.09M
American Express CompanyAXP99.11K$33.53M
IDEX CorporationIEX108.2K$24.56M
Eaton Corporation plcETN113.55K$48.39M
The Sherwin-Williams CompanySHW117.69K$40.52M
CACI International IncCACI120.77K$55.95M
Visa Inc.V122.59K$42.06M
Linde plcLIN168.24K$87.31M
The Progressive CorporationPGR237.81K$51.95M