Stock Taper 
OSTRUM ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arch Capital Group Ltd. | ACGL | 16.52K | $1.6M |
 Cheniere Energy, Inc. | LNG | 16.52K | $3.95M |
 State Street Corporation | STT | 16.23K | $2.75M |
 Okta, Inc. | OKTA | 16.16K | $2.21M |
 Waste Connections, Inc. | WCN | 15.82K | $2.64M |
 Trimble Inc. | TRMB | 15.78K | $807.62K |
 Fastenal Company | FAST | 15.76K | $756.86K |
 Lam Research Corporation | LRCX | 15.7K | $6.8M |
 Toast, Inc. | TOST | 15.46K | $430.15K |
 Lowe's Companies, Inc. | LOW | 15.29K | $3.37M |
 Gaming and Leisure Properties, Inc. | GLPI | 15.28K | $680.37K |
 The Kraft Heinz Company | KHC | 15.11K | $356.83K |
 First Solar, Inc. | FSLR | 15K | $3.54M |
 Kimco Realty Corporation | KIM | 14.88K | $377.11K |
 Adobe Inc. | ADBE | 14.84K | $3.04M |
 The Home Depot, Inc. | HD | 14.4K | $5.08M |
 Gen Digital Inc. | GEN | 14.4K | $358.37K |
 SoFi Technologies, Inc. | SOFI | 14.39K | $258.07K |
 Brown & Brown, Inc. | BRO | 14.32K | $918.44K |
 Jabil Inc. | JBL | 14.17K | $5.46M |