Stock Taper 
OSTRUM ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 219 | $434.05K |
 First Citizens BancShares, Inc. | FCNCA | 227 | $472.34K |
 Bloom Energy Corporation | BE | 264 | $79.91K |
 Air Products and Chemicals, Inc. | APD | 268 | $78.57K |
 NVR, Inc. | NVR | 327 | $2.23M |
 Targa Resources Corp. | TRGP | 353 | $94.65K |
 Martin Marietta Materials, Inc. | MLM | 365 | $210.5K |
 Vistra Corp. | VST | 390 | $61.87K |
 MercadoLibre, Inc. | MELI | 402 | $682.35K |
 Equinix, Inc. | EQIX | 411 | $428.42K |
 Fair Isaac Corporation | FICO | 414 | $494.64K |
 Casey's General Stores, Inc. | CASY | 441 | $350.5K |
 The Goldman Sachs Group, Inc. | GS | 445 | $450.06K |
 Teledyne Technologies Incorporated | TDY | 455 | $303.44K |
 United Airlines Holdings, Inc. | UAL | 481 | $65.41K |
 WEC Energy Group, Inc. | WEC | 504 | $58.85K |
 DTE Energy Company | DTE | 512 | $78.01K |
 EMCOR Group, Inc. | EME | 542 | $449.8K |
 CF Industries Holdings, Inc. | CF | 564 | $61.06K |
 Markel Corporation | MKL | 580 | $1.13M |