Stock Taper 
ISLAY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Instruments Incorporated | TXN | 34 | $10.13K |
 Adobe Inc. | ADBE | 35 | $7.18K |
 Space Exploration Technologies Corp. | SPCX | 36 | $6.15K |
 ASP Isotopes Inc. Common Stock | ASPI | 39 | $243 |
 Elevance Health Inc. | ELV | 40 | $15.47K |
 Roku, Inc. | ROKU | 40 | $5.53K |
 Qnity Electronics, Inc. | Q | 42 | $6.86K |
 Texas Roadhouse, Inc. | TXRH | 50 | $9.66K |
 Emerson Electric Co. | EMR | 50 | $7.16K |
 Royal Gold, Inc. | RGLD | 50 | $9.98K |
 Fidelity National Financial, Inc. | FNF | 55 | $2.59K |
 Block, Inc. | XYZ | 70 | $5.32K |
 Reinsurance Group of America, Incorporated | RGA | 75 | $15.95K |
 Lyft, Inc. | LYFT | 80 | $1.17K |
 Corteva, Inc. | CTVA | 85 | $7.2K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 90 | $42.98K |
 Constellation Brands, Inc. | STZ | 100 | $13.91K |
 Uber Technologies, Inc. | UBER | 100 | $7.22K |
 UnitedHealth Group Incorporated | UNH | 100 | $41.56K |
 CrowdStrike Holdings, Inc. | CRWD | 101 | $77.08K |