Stock Taper 
ISLAY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 1.02K | $19.58K |
 ServiceNow, Inc. | NOW | 1.06K | $105.53K |
 iShares Defense Industrials Act | IDEF | 1.34K | $42.46K |
 RTX Corporation | RTX | 1.35K | $256.7K |
 Meta Platforms, Inc. | META | 1.51K | $850.57K |
 The Southern Company | SO | 2.2K | $210.85K |
 Cigna Corporation | CI | 2.98K | $821.8K |
 Sabine Royalty Trust | SBR | 3.5K | $256.2K |
 SouthState Bank Corp. | SSB | 3.6K | $359.34K |
 Aveanna Healthcare Holdings Inc. | AVAH | 3.66K | $31.34K |
 Cencora, Inc. | COR | 3.77K | $1.07M |
 Phillips 66 | PSX | 3.88K | $656.25K |
 Cardinal Health, Inc. | CAH | 4.1K | $974.95K |
 Casey's General Stores, Inc. | CASY | 4.46K | $3.55M |
 Marathon Petroleum Corporation | MPC | 4.61K | $1.18M |
 Lockheed Martin Corporation | LMT | 4.73K | $2.41M |
 Visa Inc. | V | 4.75K | $1.63M |
 Universal Health Services, Inc. | UHS | 5.58K | $829.69K |
 Stryker Corporation | SYK | 5.85K | $1.84M |
 EagleRock Land LLC | EROK | 7.5K | $159.38K |