Stock Taper

KATHMERE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU4.78K$5.52M
The Descartes Systems Group Inc.DSGX4.77K$330K
Shopify Inc.SHOP4.65K$531.16K
International Business Machines CorporationIBM4.64K$1.31M
The Sherwin-Williams CompanySHW4.63K$1.59M
Eli Lilly and CompanyLLY4.63K$5.55M
Federated Hermes, Inc.FHI4.59K$253.51K
SAP SESAP4.59K$707.21K
Kimberly-Clark CorporationKMB4.58K$502.62K
Jabil Inc.JBL4.58K$1.76M
The Bank of Nova ScotiaBNS4.54K$393.91K
W. P. Carey Inc.WPC4.5K$322.11K
Cardinal Health, Inc.CAH4.5K$1.07M
American Electric Power Company, Inc.AEP4.49K$614.14K
Seagate Technology Holdings plcSTX4.36K$4.2M
BorgWarner Inc.BWA4.3K$285.79K
Travel + Leisure Co.TNL4.26K$325.97K
AstraZeneca PLCAZN4.26K$807.21K
Republic Services, Inc.RSG4.25K$904.7K
Canadian Pacific Kansas City Ltd.CP4.22K$366.01K