Stock Taper

SILVANT CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dover CorporationDOV6.26K$1.4M
Comfort Systems USA, Inc.FIX6.45K$12.79M
Teledyne Technologies IncorporatedTDY6.52K$4.35M
Onto Innovation Inc.ONTO6.71K$2.54M
Expand Energy CorporationEXE6.83K$622.37K
McKesson CorporationMCK6.87K$5.19M
HP Inc.HPQ6.92K$151.94K
United Rentals, Inc.URI7.21K$8.17M
FedEx CorporationFDX7.38K$2.31M
Capital One Financial CorporationCOF7.45K$1.49M
M&T Bank CorporationMTB7.55K$1.8M
Casey's General Stores, Inc.CASY7.75K$6.16M
Carpenter Technology CorporationCRS8.11K$5M
Trane Technologies plcTT8.27K$4.06M
The Home Depot, Inc.HD8.27K$2.91M
Tesla, Inc.TSLA8.35K$3.51M
Howmet Aerospace Inc.HWM8.46K$2.28M
Argan, Inc.AGX8.59K$6.86M
Cisco Systems, Inc.CSCO8.74K$1.03M
Yum! Brands, Inc.YUM8.97K$1.43M