Stock Taper

CEREDEX VALUE ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amkor Technology, Inc.AMKR550$47.43K
BorgWarner Inc.BWA600$39.84K
Targa Resources Corp.TRGP6.22K$1.67M
Walmart Inc.WMT13.75K$1.56M
Equinix, Inc.EQIX18.42K$19.2M
Western Digital CorporationWDC19.62K$12.53M
Rockwell Automation, Inc.ROK26.1K$12.92M
ESCO Technologies Inc.ESE26.75K$9.36M
Moody's CorporationMCO28.25K$12.79M
EMCOR Group, Inc.EME28.32K$23.51M
Littelfuse, Inc.LFUS28.38K$12.92M
Casey's General Stores, Inc.CASY28.38K$22.55M
Meta Platforms, Inc.META31.58K$17.79M
Applied Materials, Inc.AMAT32.91K$23.79M
EnPro Industries, Inc.NPO33.5K$12.63M
WD-40 CompanyWDFC37.58K$9.15M
GE AerospaceGE43.34K$16.2M
Simpson Manufacturing Co., Inc.SSD45.2K$9.46M
McDonald's CorporationMCD48.23K$13.04M
Thermo Fisher Scientific Inc.TMO51.62K$25.88M