Stock Taper

TBH GLOBAL ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML214$424.96K
AutoZone, Inc.AZO236$754.02K
TransDigm Group IncorporatedTDG252$335.67K
MercadoLibre, Inc.MELI270$459.03K
Thermo Fisher Scientific Inc.TMO520$260.69K
Vertex Pharmaceuticals IncorporatedVRTX554$275.19K
United Rentals, Inc.URI612$693.33K
IDEXX Laboratories, Inc.IDXX745$392.2K
Vertiv Holdings CoVRT881$295.06K
Silicon Motion Technology CorporationSIMO885$295K
UnitedHealth Group IncorporatedUNH900$373.92K
Humana Inc.HUM945$375.56K
Caterpillar Inc.CAT1.14K$1.21M
Cardinal Health, Inc.CAH1.15K$273.99K
Marathon Petroleum CorporationMPC1.16K$297.19K
Deere & CompanyDE1.19K$753.84K
Northrop Grumman CorporationNOC1.26K$642.05K
Capital One Financial CorporationCOF1.26K$253.66K
Cheniere Energy, Inc.LNG1.29K$307.85K
Advanced Micro Devices, Inc.AMD1.44K$833.51K