Stock Taper 
ORSER CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Sherwin-Williams Company | SHW | 630 | $216.92K |
 J.B. Hunt Transport Services, Inc. | JBHT | 930 | $269.17K |
 Northrop Grumman Corporation | NOC | 1.05K | $534.78K |
 Visa Inc. | V | 1.26K | $432.98K |
 Texas Instruments Incorporated | TXN | 1.53K | $456.05K |
 ASML Holding N.V. | ASML | 1.55K | $3.09M |
 Costco Wholesale Corporation | COST | 1.58K | $1.48M |
 PepsiCo, Inc. | PEP | 1.71K | $231.53K |
 Caterpillar Inc. | CAT | 1.73K | $1.84M |
 Intuitive Surgical, Inc. | ISRG | 2.13K | $849.05K |
 Meta Platforms, Inc. | META | 2.4K | $1.35M |
 Quanta Services, Inc. | PWR | 2.7K | $1.95M |
 Elbit Systems Ltd. | ESLT | 2.9K | $2.2M |
 Sterling Infrastructure, Inc. | STRL | 3.1K | $2.6M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 3.14K | $1.5M |
 Ecolab Inc. | ECL | 3.4K | $947.27K |
 Broadcom Inc. | AVGO | 3.63K | $1.37M |
 GE Aerospace | GE | 3.84K | $1.44M |
 Casey's General Stores, Inc. | CASY | 4.02K | $3.2M |
 Analog Devices, Inc. | ADI | 4.45K | $1.77M |