Stock Taper 
PORT CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Watts Water Technologies, Inc. | WTS | 248.9K | $97.43M |
 Teledyne Technologies Incorporated | TDY | 244.26K | $162.9M |
 The Progressive Corporation | PGR | 237.81K | $51.95M |
 Linde plc | LIN | 168.24K | $87.31M |
 Visa Inc. | V | 122.59K | $42.06M |
 CACI International Inc | CACI | 120.77K | $55.95M |
 The Sherwin-Williams Company | SHW | 117.69K | $40.52M |
 Eaton Corporation plc | ETN | 113.55K | $48.39M |
 IDEX Corporation | IEX | 108.2K | $24.56M |
 American Express Company | AXP | 99.11K | $33.53M |
 Mastercard Incorporated | MA | 97.53K | $50.09M |
 Kinsale Capital Group, Inc. | KNSL | 94.24K | $31.08M |
 Winmark Corporation | WINA | 86.77K | $36.71M |
 Revvity, Inc. | RVTY | 85.99K | $9.57M |
 Parker-Hannifin Corporation | PH | 82.92K | $81.11M |
 Colgate-Palmolive Company | CL | 65.73K | $6.03M |
 Apple Inc. | AAPL | 48.06K | $13.91M |
 Ares Capital Corporation | ARCC | 43K | $796.79K |
 S&P Global Inc. | SPGI | 28.63K | $11.66M |
 Motorola Solutions, Inc. | MSI | 27.74K | $11.52M |