Stock Taper 
CEREDEX VALUE ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Union Pacific Corporation | UNP | 62.25K | $16.93M |
 Acushnet Holdings Corp. | GOLF | 59.5K | $7.05M |
 Arcosa, Inc. | ACA | 57.25K | $8.32M |
 Woodward, Inc. | WWD | 56.65K | $24.1M |
 MKS Inc. | MKSI | 56.65K | $25.2M |
 EnerSys | ENS | 52.38K | $12.25M |
 Thermo Fisher Scientific Inc. | TMO | 51.62K | $25.88M |
 McDonald's Corporation | MCD | 48.23K | $13.04M |
 Simpson Manufacturing Co., Inc. | SSD | 45.2K | $9.46M |
 GE Aerospace | GE | 43.34K | $16.2M |
 WD-40 Company | WDFC | 37.58K | $9.15M |
 EnPro Industries, Inc. | NPO | 33.5K | $12.63M |
 Applied Materials, Inc. | AMAT | 32.91K | $23.79M |
 Meta Platforms, Inc. | META | 31.58K | $17.79M |
 Casey's General Stores, Inc. | CASY | 28.38K | $22.55M |
 Littelfuse, Inc. | LFUS | 28.38K | $12.92M |
 EMCOR Group, Inc. | EME | 28.32K | $23.51M |
 Moody's Corporation | MCO | 28.25K | $12.79M |
 ESCO Technologies Inc. | ESE | 26.75K | $9.36M |
 Rockwell Automation, Inc. | ROK | 26.1K | $12.92M |