Stock Taper 
LONDON & CAPITAL ASSET MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QUALCOMM Incorporated | QCOM | 367.84K | $67.97M |
 GE Vernova Inc. | GEV | 465.51K | $546.56M |
 Newmont Corporation | NEM | 510.73K | $47.68M |
 WEC Energy Group, Inc. | WEC | 527.16K | $61.55M |
 Vulcan Materials Company | VMC | 570.29K | $168.19M |
 Canadian Pacific Kansas City Ltd. | CP | 683.95K | $59.24M |
 Eagle Materials Inc. | EXP | 689.42K | $155.2M |
 Thermo Fisher Scientific Inc. | TMO | 814.89K | $408.01M |
 Synopsys, Inc. | SNPS | 816.67K | $364.12M |
 UnitedHealth Group Incorporated | UNH | 842.56K | $349.96M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.08M | $515.96M |
 International Business Machines Corporation | IBM | 1.16M | $325.53M |
 Advanced Micro Devices, Inc. | AMD | 1.28M | $744.44M |
 Microsoft Corporation | MSFT | 1.29M | $480.25M |
 GE Aerospace | GE | 1.44M | $537.39M |
 Alphabet Inc. | GOOGL | 1.52M | $544.18M |
 CME Group Inc. | CME | 1.57M | $347.51M |
 Visa Inc. | V | 1.61M | $550.85M |
 Slb N.V. | SLB | 1.65M | $76.44M |
 Capital One Financial Corporation | COF | 1.84M | $368.65M |