Stock Taper 
KATHMERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 2 | $1.5M |
 NVR, Inc. | NVR | 66 | $449.68K |
 Comfort Systems USA, Inc. | FIX | 188 | $372.61K |
 AutoZone, Inc. | AZO | 199 | $635.99K |
 Monolithic Power Systems, Inc. | MPWR | 210 | $290.3K |
 NewMarket Corporation | NEU | 276 | $218.38K |
 Fair Isaac Corporation | FICO | 285 | $340.51K |
 argenx SE | ARGX | 366 | $339.56K |
 IDEXX Laboratories, Inc. | IDXX | 386 | $203.21K |
 Parker-Hannifin Corporation | PH | 452 | $442.11K |
 Hubbell Incorporated | HUBB | 478 | $250.09K |
 Casey's General Stores, Inc. | CASY | 479 | $380.7K |
 Rockwell Automation, Inc. | ROK | 484 | $239.62K |
 Sandisk Corporation | SNDK | 517 | $1.18M |
 Vertex Pharmaceuticals Incorporated | VRTX | 529 | $262.77K |
 F5, Inc. | FFIV | 546 | $227.11K |
 Credicorp Ltd. | BAP | 549 | $213.88K |
 Intuitive Surgical, Inc. | ISRG | 608 | $241.79K |
 Vertiv Holdings Co | VRT | 610 | $204.24K |
 Northrop Grumman Corporation | NOC | 647 | $329.52K |