Stock Taper 
O'KEEFE STEVENS ADVISORY, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 200 | $230.86K |
 GE Vernova Inc. | GEV | 226 | $265.66K |
 Applied Materials, Inc. | AMAT | 500 | $361.5K |
 General Dynamics Corporation | GD | 567 | $200.85K |
 Analog Devices, Inc. | ADI | 673 | $267.3K |
 GE Aerospace | GE | 924 | $345.28K |
 Illinois Tool Works Inc. | ITW | 940 | $254.24K |
 McDonald's Corporation | MCD | 1.3K | $351.4K |
 Chevron Corporation | CVX | 1.34K | $221.62K |
 Microsoft Corporation | MSFT | 1.37K | $511.41K |
 Novartis AG | NVS | 1.37K | $215.18K |
 Philip Morris International Inc. | PM | 1.52K | $275.71K |
 Alphabet Inc. | GOOG | 1.53K | $540.95K |
 BlackRock, Inc. | BLK | 1.53K | $1.47M |
 Rockwell Automation, Inc. | ROK | 1.6K | $792.13K |
 eBay Inc. | EBAY | 1.81K | $202.16K |
 Quest Diagnostics Incorporated | DGX | 1.88K | $397.41K |
 Lockheed Martin Corporation | LMT | 2.28K | $1.16M |
 The Home Depot, Inc. | HD | 2.32K | $818.45K |
 The Walt Disney Company | DIS | 2.45K | $235.72K |