Stock Taper 
DNCA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 90 | $95.84K |
 Alphabet Inc. | GOOG | 256 | $90.45K |
 Welltower Inc. | WELL | 350 | $79.44K |
 Digital Realty Trust, Inc. | DLR | 350 | $62.85K |
 GE Vernova Inc. | GEV | 1.55K | $1.83M |
 Quantinuum Inc. Class A Common Stock | QNT | 2.5K | $204.35K |
 Arm Holdings plc American Depositary Shares | ARM | 2.69K | $952.02K |
 Waste Management, Inc. | WM | 4.46K | $994.04K |
 Danaher Corporation | DHR | 4.7K | $895.26K |
 Veralto Corporation | VLTO | 6.41K | $568.44K |
 First Solar, Inc. | FSLR | 6.9K | $1.63M |
 Prologis, Inc. | PLD | 7.67K | $1.04M |
 Sensient Technologies Corporation | SXT | 8.37K | $1.03M |
 Cerebras Systems Inc. | CBRS | 10K | $2.21M |
 Coherent, Inc. | COHR | 10K | $3.94M |
 Synopsys, Inc. | SNPS | 10.95K | $4.88M |
 AppLovin Corporation | APP | 11.1K | $5.72M |
 Newmont Corporation | NEM | 11.39K | $1.06M |
 Spotify Technology S.A. | SPOT | 13.2K | $6.06M |
 Johnson Controls International plc | JCI | 14.03K | $2.05M |