Stock Taper 
MUNRO PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 389.36K | $147.08M |
 Brookfield Infrastructure Partners L.P. | BIP | 428.5K | $15.64M |
 Modine Manufacturing Company | MOD | 443.36K | $118.39M |
 NiSource Inc | NI | 463.22K | $22.03M |
 Howmet Aerospace Inc. | HWM | 483.93K | $130.11M |
 Leonardo DRS, Inc. | DRS | 506.57K | $21.62M |
 RTX Corporation | RTX | 541.67K | $102.77M |
 NextEra Energy, Inc. | NEE | 559.9K | $49.14M |
 TKO Group Holdings, Inc. | TKO | 561.73K | $113.08M |
 Alphabet Inc. | GOOGL | 623.66K | $222.88M |
 Legence Corp. Class A Common stock | LGN | 779.62K | $66.45M |
 Flex Ltd. | FLEX | 804.34K | $130.36M |
 Amazon.com, Inc. | AMZN | 922.31K | $219.82M |
 Johnson Controls International plc | JCI | 954.86K | $139.51M |
 Cognex Corporation | CGNX | 1.05M | $75.81M |
 Liberty Media Corporation | FWONK | 1.11M | $105.23M |
 The Williams Companies, Inc. | WMB | 1.22M | $91.04M |
 NVIDIA Corporation | NVDA | 1.48M | $296.79M |
 INNIO N.V. Ordinary Shares | INIO | 1.74M | $68.67M |