Stock Taper 
ALLRED CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 1.68K | $1.22M |
 Cadence Design Systems, Inc. | CDNS | 1.73K | $649.68K |
 WD-40 Company | WDFC | 1.75K | $427.12K |
 McDonald's Corporation | MCD | 1.8K | $487.91K |
 Qnity Electronics, Inc. | Q | 1.82K | $297.11K |
 Dell Technologies Inc. | DELL | 1.95K | $842.44K |
 Raymond James Financial, Inc. | RJF | 2.04K | $310.26K |
 Arthur J. Gallagher & Co. | AJG | 2.06K | $473.52K |
 S&P Global Inc. | SPGI | 2.17K | $884.57K |
 Cencora, Inc. | COR | 2.26K | $639.35K |
 KLA Corporation | KLAC | 2.29K | $690.07K |
 NextEra Energy, Inc. | NEE | 2.31K | $202.86K |
 Lindsay Corporation | LNN | 2.54K | $314.51K |
 Dover Corporation | DOV | 2.56K | $574.55K |
 Marathon Petroleum Corporation | MPC | 2.58K | $659.37K |
 Nucor Corporation | NUE | 2.78K | $618.49K |
 Micron Technology, Inc. | MU | 2.83K | $3.26M |
 ServiceNow, Inc. | NOW | 2.85K | $283.44K |
 Amgen Inc. | AMGN | 2.93K | $1.06M |
 The Boeing Company | BA | 3.01K | $652.33K |