Stock Taper 
KATHMERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Donaldson Company, Inc. | DCI | 2.59K | $232.85K |
 Cadence Design Systems, Inc. | CDNS | 2.61K | $981.09K |
 McKesson Corporation | MCK | 2.64K | $2M |
 Best Buy Co., Inc. | BBY | 2.64K | $200.63K |
 First Financial Corporation | THFF | 2.72K | $210.71K |
 Ross Stores, Inc. | ROST | 2.76K | $587.04K |
 Trane Technologies plc | TT | 2.78K | $1.37M |
 J&J Snack Foods Corp. | JJSF | 2.8K | $205.66K |
 The Progressive Corporation | PGR | 2.8K | $612.15K |
 Dell Technologies Inc. | DELL | 2.81K | $1.21M |
 Air Products and Chemicals, Inc. | APD | 2.82K | $827.39K |
 CF Industries Holdings, Inc. | CF | 2.84K | $307.35K |
 RPM International Inc. | RPM | 2.89K | $320.82K |
 L3Harris Technologies, Inc. | LHX | 2.95K | $856.08K |
 Salesforce, Inc. | CRM | 2.96K | $463.09K |
 D.R. Horton, Inc. | DHI | 3K | $489.29K |
 Unum Group | UNM | 3.06K | $273.56K |
 Danaher Corporation | DHR | 3.07K | $584.8K |
 M&T Bank Corporation | MTB | 3.08K | $732.12K |
 Marathon Petroleum Corporation | MPC | 3.08K | $786.95K |