Stock Taper

LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TransDigm Group IncorporatedTDG199$265.08K
Vertex Pharmaceuticals IncorporatedVRTX419$208.13K
Eli Lilly and CompanyLLY429$514.47K
Advanced Micro Devices, Inc.AMD512$297.43K
McKesson CorporationMCK575$434.17K
S&P Global Inc.SPGI642$261.63K
Thermo Fisher Scientific Inc.TMO660$330.94K
Mastercard IncorporatedMA683$350.74K
Cencora, Inc.COR885$250.47K
Ferguson plcFERG903$214.4K
Aon plcAON934$309.8K
Union Pacific CorporationUNP971$264.04K
HEICO CorporationHEI1.09K$387.54K
Lam Research CorporationLRCX1.09K$474.5K
QUALCOMM IncorporatedQCOM1.13K$208.57K
Amphenol CorporationAPH1.21K$212.65K
McDonald's CorporationMCD1.21K$328.14K
Danaher CorporationDHR1.31K$250.34K
Johnson & JohnsonJNJ1.41K$357K
Marathon Petroleum CorporationMPC1.43K$364.3K