Stock Taper 
LONDON & CAPITAL ASSET MANAGEMENT LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 814.89K | $408.01M |
 Eagle Materials Inc. | EXP | 689.42K | $155.2M |
 Canadian Pacific Kansas City Ltd. | CP | 683.95K | $59.24M |
 Vulcan Materials Company | VMC | 570.29K | $168.19M |
 WEC Energy Group, Inc. | WEC | 527.16K | $61.55M |
 Newmont Corporation | NEM | 510.73K | $47.68M |
 GE Vernova Inc. | GEV | 465.51K | $546.56M |
 QUALCOMM Incorporated | QCOM | 367.84K | $67.97M |
 Kanzhun Limited | BZ | 317.9K | $4.09M |
 H World Group Limited | HTHT | 314.4K | $13.12M |
 United Rentals, Inc. | URI | 297.83K | $337.32M |
 Zoetis Inc. | ZTS | 263.27K | $18.93M |
 Cheniere Energy, Inc. | LNG | 258.17K | $61.72M |
 Alphabet Inc. | GOOG | 247.25K | $87.36M |
 Cameco Corporation | CCJ | 235.66K | $24M |
 American International Group, Inc. | AIG | 196.05K | $14.61M |
 Wheaton Precious Metals Corp. | WPM | 184.76K | $20.76M |
 The Coca-Cola Company | KO | 116.41K | $9.46M |
 HDFC Bank Limited | HDB | 100.96K | $2.61M |
 O'Reilly Automotive, Inc. | ORLY | 94.48K | $8.7M |