Stock Taper 
SILVANT CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DigitalOcean Holdings, Inc. | DOCN | 35.96K | $5.65M |
 Builders FirstSource, Inc. | BLDR | 35.15K | $3.15M |
 Booking Holdings Inc. | BKNG | 35.14K | $6.26M |
 BWX Technologies, Inc. | BWXT | 33.77K | $6.57M |
 Wayfair Inc. | W | 33.35K | $3.08M |
 Qnity Electronics, Inc. | Q | 32.61K | $5.33M |
 Applied Materials, Inc. | AMAT | 31.7K | $22.92M |
 Manhattan Associates, Inc. | MANH | 30.67K | $4.27M |
 Circle Internet Group | CRCL | 30.45K | $1.91M |
 Ferguson plc | FERG | 30.36K | $7.21M |
 D.R. Horton, Inc. | DHI | 29.64K | $4.83M |
 Expedia Group, Inc. | EXPE | 29.63K | $7.58M |
 Kinder Morgan, Inc. | KMI | 28.07K | $897.43K |
 American Express Company | AXP | 28.06K | $9.49M |
 CBRE Group, Inc. | CBRE | 27.73K | $3.74M |
 Mastercard Incorporated | MA | 27.49K | $14.12M |
 Credo Technology Group Holding Ltd | CRDO | 27.27K | $7.42M |
 HEICO Corporation | HEI | 26.35K | $9.38M |
 TE Connectivity plc | TEL | 26.28K | $5.3M |
 Darden Restaurants, Inc. | DRI | 25.94K | $5.34M |