Stock Taper 
OSTRUM ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Veralto Corporation | VLTO | 8.12K | $719.64K |
 Leidos Holdings, Inc. | LDOS | 7.94K | $817.89K |
 D.R. Horton, Inc. | DHI | 7.87K | $1.28M |
 The Carlyle Group Inc. | CG | 7.68K | $323.49K |
 McKesson Corporation | MCK | 7.58K | $5.73M |
 Burlington Stores, Inc. | BURL | 7.57K | $2.4M |
 Iron Mountain Incorporated | IRM | 7.54K | $951.75K |
 Elevance Health Inc. | ELV | 7.49K | $2.89M |
 Linde plc | LIN | 7.44K | $3.86M |
 Tyson Foods, Inc. | TSN | 7.36K | $421.13K |
 Sun Communities, Inc. | SUI | 7.33K | $878.46K |
 Smurfit Westrock plc | SW | 7.33K | $338.86K |
 ConocoPhillips | COP | 7.28K | $756.93K |
 Trane Technologies plc | TT | 7.27K | $3.57M |
 Slb N.V. | SLB | 7.22K | $335.84K |
 Arthur J. Gallagher & Co. | AJG | 7.2K | $1.65M |
 EOG Resources, Inc. | EOG | 7.17K | $929.77K |
 Super Micro Computer, Inc. | SMCI | 7.14K | $209.39K |
 Halliburton Company | HAL | 7.14K | $242.3K |
 CDW Corporation | CDW | 7.05K | $992.08K |