Stock Taper 
QSEMBLE CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 6.18K | $639.01K |
 L3Harris Technologies, Inc. | LHX | 6.11K | $1.78M |
 Gartner, Inc. | IT | 6.07K | $787.05K |
 Enphase Energy, Inc. | ENPH | 5.95K | $292.98K |
 IQVIA Holdings Inc. | IQV | 5.91K | $1.14M |
 Lockheed Martin Corporation | LMT | 5.82K | $2.96M |
 Block, Inc. | XYZ | 5.71K | $434.04K |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 5.64K | $459.63K |
 Union Pacific Corporation | UNP | 5.64K | $1.53M |
 Lear Corporation | LEA | 5.59K | $750.07K |
 Walmart Inc. | WMT | 5.57K | $630.52K |
 Shift4 Payments, Inc. | FOUR | 5.52K | $268.54K |
 Berkshire Hathaway Inc. | BRK-B | 5.5K | $2.75M |
 Life Time Group Holdings, Inc. | LTH | 5.46K | $222.78K |
 EPAM Systems, Inc. | EPAM | 5.45K | $432.77K |
 Apple Inc. | AAPL | 5.37K | $1.55M |
 The Progressive Corporation | PGR | 5.34K | $1.17M |
 Motorola Solutions, Inc. | MSI | 5.27K | $2.19M |
 DuPont de Nemours, Inc. | DD | 5.24K | $710.08K |
 Terex Corporation | TEX | 4.91K | $355.51K |