Stock Taper

ISLAY CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Altria Group, Inc.MO842$60.58K
Enbridge Inc.ENB777$42.12K
Netflix, Inc.NFLX750$53.55K
Upbound Group, Inc.UPBD750$15.91K
NRG Energy, Inc.NRG680$99.32K
Gen Digital Inc.GEN673$16.74K
ONEOK, Inc.OKE600$52.16K
Smithfield Foods, Inc.SFD600$14.56K
Wells Fargo & CompanyWFC-PL595$688.41K
L3Harris Technologies, Inc.LHX523$151.98K
MP Materials Corp.MP520$29.13K
Walmart Inc.WMT456$51.65K
Marsh & McLennan Companies, Inc.MRSH450$75K
JPMorgan Chase & Co.JPM426$139.44K
SoundHound AI, Inc.SOUN400$2.59K
The Progressive CorporationPGR360$78.64K
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.VLRS350$3.28K
Kforce Inc.KFRC316$14.83K
Deere & CompanyDE315$199.81K
Bank of America CorporationBAC-PL300$376.35K