Stock Taper

ALLRED CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT384$408.92K
Lockheed Martin CorporationLMT427$217.54K
Thermo Fisher Scientific Inc.TMO452$226.72K
Deere & CompanyDE626$397.06K
Palo Alto Networks, Inc.PANW647$220.64K
UnitedHealth Group IncorporatedUNH704$292.6K
Labcorp Holdings Inc.LH717$200.85K
CrowdStrike Holdings, Inc.CRWD785$599.07K
TransDigm Group IncorporatedTDG794$1.06M
General Dynamics CorporationGD838$296.69K
Analog Devices, Inc.ADI892$354.23K
Motorola Solutions, Inc.MSI921$382.48K
Air Products and Chemicals, Inc.APD1.1K$322.91K
Snowflake Inc.SNOW1.13K$286.57K
Eli Lilly and CompanyLLY1.33K$1.59M
Honeywell International Inc.HON1.6K$357.38K
The Progressive CorporationPGR1.63K$356.58K
Intercontinental Exchange, Inc.ICE1.65K$203.68K
PPG Industries, Inc.PPG1.66K$201.84K
American Express CompanyAXP1.67K$564.43K