Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Revvity, Inc. | RVTY | 33.18K | $3.69M |
 Diamondback Energy, Inc. | FANG | 33.46K | $5.88M |
 Tractor Supply Company | TSCO | 34.01K | $1.07M |
 Paychex, Inc. | PAYX | 34.44K | $3.39M |
 Pan American Silver Corp. | PAAS | 34.98K | $1.57M |
 ConocoPhillips | COP | 35.06K | $3.64M |
 CME Group Inc. | CME | 35.94K | $7.94M |
 Exxon Mobil Corporation | XOM | 36.05K | $4.93M |
 Element Solutions Inc | ESI | 36.12K | $1.72M |
 U.S. Bancorp | USB | 36.16K | $2.18M |
 Aecom | ACM | 36.23K | $2.53M |
 Joby Aviation, Inc. | JOBY | 36.32K | $323.94K |
 Klarna Group plc | KLAR | 36.79K | $744.57K |
 3M Company | MMM | 37.6K | $6.09M |
 Gilead Sciences, Inc. | GILD | 37.78K | $4.77M |
 Cleveland-Cliffs Inc. | CLF | 37.9K | $355.9K |
 Capital One Financial Corporation | COF | 38K | $7.62M |
 Rubrik, Inc. | RBRK | 38.14K | $3.06M |
 Planet Labs PBC | PL | 40.35K | $1.34M |
 Chevron Corporation | CVX | 40.89K | $6.78M |