Stock Taper 
ISLAY CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Casey's General Stores, Inc. | CASY | 4.46K | $3.55M |
 Cardinal Health, Inc. | CAH | 4.1K | $974.95K |
 Phillips 66 | PSX | 3.88K | $656.25K |
 Cencora, Inc. | COR | 3.77K | $1.07M |
 Aveanna Healthcare Holdings Inc. | AVAH | 3.66K | $31.34K |
 SouthState Bank Corp. | SSB | 3.6K | $359.34K |
 Sabine Royalty Trust | SBR | 3.5K | $256.2K |
 Cigna Corporation | CI | 2.98K | $821.8K |
 The Southern Company | SO | 2.2K | $210.85K |
 Meta Platforms, Inc. | META | 1.51K | $850.57K |
 RTX Corporation | RTX | 1.35K | $256.7K |
 iShares Defense Industrials Act | IDEF | 1.34K | $42.46K |
 ServiceNow, Inc. | NOW | 1.06K | $105.53K |
 Energy Transfer LP | ET | 1.02K | $19.58K |
 Atlas Energy Solutions Inc. | AESI | 1K | $16.61K |
 Vale S.A. | VALE | 1K | $15.04K |
 Columbus McKinnon Corporation | CMCO | 1K | $15.13K |
 Oshkosh Corp | OSK | 1K | $153.48K |
 APA Corporation | APA | 1K | $32.57K |
 Prudential Financial, Inc. | PRU | 894 | $96.49K |