Stock Taper

SILVANT CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Emerson Electric Co.EMR19.73K$2.82M
Insmed IncorporatedINSM19.76K$2.11M
Neurocrine Biosciences, Inc.NBIX20.71K$3.49M
Axon Enterprise, Inc.AXON21.41K$12M
AMETEK, Inc.AME21.85K$5.29M
AT&T Inc.T21.85K$452.27K
Rockwell Automation, Inc.ROK22.27K$11.03M
JPMorgan Chase & Co.JPM22.7K$7.43M
C.H. Robinson Worldwide, Inc.CHRW23.07K$4.35M
Molina Healthcare, Inc.MOH23.25K$5.32M
Astera Labs, Inc. Common StockALAB23.35K$11.28M
Modine Manufacturing CompanyMOD23.68K$6.32M
ASML Holding N.V.ASML24.17K$48.08M
Oracle CorporationORCL25.66K$3.76M
Merck & Co., Inc.MRK25.81K$3.32M
UL Solutions Inc.ULS25.84K$2.63M
Darden Restaurants, Inc.DRI25.94K$5.34M
TE Connectivity plcTEL26.28K$5.3M
HEICO CorporationHEI26.35K$9.38M
Credo Technology Group Holding LtdCRDO27.27K$7.42M