Stock Taper 
CMC FINANCIAL GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 112 | $221.98K |
 Sandisk Corporation | SNDK | 232 | $527.5K |
 CrowdStrike Holdings, Inc. | CRWD | 431 | $328.91K |
 Applied Materials, Inc. | AMAT | 666 | $481.52K |
 Astera Labs, Inc. Common Stock | ALAB | 727 | $351.16K |
 Dell Technologies Inc. | DELL | 835 | $360.27K |
 Lam Research Corporation | LRCX | 984 | $426.4K |
 Micron Technology, Inc. | MU | 987 | $1.14M |
 Western Digital Corporation | WDC | 992 | $633.61K |
 J.B. Hunt Transport Services, Inc. | JBHT | 1.04K | $301.01K |
 NVIDIA Corporation | NVDA | 1.19K | $238.18K |
 Generac Holdings Inc. | GNRC | 1.36K | $399.1K |
 Steel Dynamics, Inc. | STLD | 1.41K | $324.46K |
 Fortinet, Inc. | FTNT | 1.6K | $245.49K |
 Johnson & Johnson | JNJ | 1.62K | $411.69K |
 Flex Ltd. | FLEX | 1.75K | $282.97K |
 Diamondback Energy, Inc. | FANG | 1.86K | $327.13K |
 Berkshire Hathaway Inc. | BRK-B | 2.05K | $1.03M |
 Intel Corp. | INTC | 2.12K | $295.74K |
 The TJX Companies, Inc. | TJX | 2.13K | $322.09K |