Stock Taper 
NKCFO LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Garrett Motion Inc. | GTX | 3.72K | $135K |
 Solstice Advanced Materials Inc. | SOLS | 2.5K | $222K |
 Builders FirstSource, Inc. | BLDR | 2.5K | $224K |
 Miller Industries, Inc. | MLR | 2.42K | $124K |
 Blue Bird Corporation | BLBD | 2.37K | $187K |
 Mueller Industries, Inc. | MLI | 2.31K | $142K |
 Eli Lilly and Company | LLY | 2.19K | $2.63M |
 NetEase, Inc. | NTES | 2K | $256K |
 Coherent, Inc. | COHR | 2K | $789K |
 Amkor Technology, Inc. | AMKR | 2K | $172K |
 IRadimed Corporation | IRMD | 1.73K | $165K |
 STMicroelectronics N.V. | STM | 1.5K | $112K |
 Lantheus Holdings, Inc. | LNTH | 1.5K | $166K |
 EnerSys | ENS | 1.5K | $351K |
 Delta Air Lines, Inc. | DAL | 1.33K | $125K |
 Tennant Company | TNC | 1.31K | $115K |
 Incyte Corporation | INCY | 1.23K | $139K |
 Illumina, Inc. | ILMN | 745 | $131K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 700 | $334K |
 Crocs, Inc. | CROX | 650 | $78K |