Stock Taper 
KATHMERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 1.08K | $821.14K |
 Stryker Corporation | SYK | 1.08K | $339.54K |
 DaVita Inc. | DVA | 1.09K | $242.73K |
 Reliance Steel & Aluminum Co. | RS | 1.1K | $410.21K |
 AppLovin Corporation | APP | 1.1K | $567.27K |
 Nordson Corporation | NDSN | 1.13K | $339.7K |
 Ulta Beauty, Inc. | ULTA | 1.13K | $508.7K |
 Williams-Sonoma, Inc. | WSM | 1.15K | $267.83K |
 Coca-Cola Consolidated, Inc. | COKE | 1.22K | $232.35K |
 Atmos Energy Corporation | ATO | 1.22K | $210.17K |
 Arrow Electronics, Inc. | ARW | 1.24K | $263.77K |
 TE Connectivity plc | TEL | 1.25K | $252.21K |
 Essex Property Trust, Inc. | ESS | 1.28K | $373.33K |
 Norfolk Southern Corporation | NSC | 1.29K | $406.14K |
 Curtiss-Wright Corporation | CW | 1.3K | $984.37K |
 Fortinet, Inc. | FTNT | 1.3K | $200.01K |
 Snap-on Incorporated | SNA | 1.31K | $528.35K |
 Verisk Analytics, Inc. | VRSK | 1.32K | $237.03K |
 Howmet Aerospace Inc. | HWM | 1.39K | $372.64K |
 ASML Holding N.V. | ASML | 1.39K | $2.76M |