Stock Taper

QSEMBLE CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
WEC Energy Group, Inc.WEC4.5K$525.35K
Lennar CorporationLEN4.54K$410.82K
Hasbro, Inc.HAS4.85K$400.64K
Vistra Corp.VST4.86K$770.31K
AramarkARMK4.9K$278.81K
Terex CorporationTEX4.91K$355.51K
DuPont de Nemours, Inc.DD5.24K$710.08K
Motorola Solutions, Inc.MSI5.27K$2.19M
The Progressive CorporationPGR5.34K$1.17M
Apple Inc.AAPL5.37K$1.55M
EPAM Systems, Inc.EPAM5.45K$432.77K
Life Time Group Holdings, Inc.LTH5.46K$222.78K
Berkshire Hathaway Inc.BRK-B5.5K$2.75M
Shift4 Payments, Inc.FOUR5.52K$268.54K
Walmart Inc.WMT5.57K$630.52K
Lear CorporationLEA5.59K$750.07K
Union Pacific CorporationUNP5.64K$1.53M
Arrowhead Pharmaceuticals, Inc.ARWR5.64K$459.63K
Block, Inc.XYZ5.71K$434.04K
Lockheed Martin CorporationLMT5.82K$2.96M