Stock Taper

ISLAY CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
JPMorgan Chase & Co.JPM426$139.44K
Marsh & McLennan Companies, Inc.MRSH450$75K
Walmart Inc.WMT456$51.65K
MP Materials Corp.MP520$29.13K
L3Harris Technologies, Inc.LHX523$151.98K
Wells Fargo & CompanyWFC-PL595$688.41K
ONEOK, Inc.OKE600$52.16K
Smithfield Foods, Inc.SFD600$14.56K
Gen Digital Inc.GEN673$16.74K
NRG Energy, Inc.NRG680$99.32K
Netflix, Inc.NFLX750$53.55K
Upbound Group, Inc.UPBD750$15.91K
Enbridge Inc.ENB777$42.12K
Altria Group, Inc.MO842$60.58K
Prudential Financial, Inc.PRU894$96.49K
Atlas Energy Solutions Inc.AESI1K$16.61K
Oshkosh CorpOSK1K$153.48K
APA CorporationAPA1K$32.57K
Columbus McKinnon CorporationCMCO1K$15.13K
Vale S.A.VALE1K$15.04K