Stock Taper

KATHMERE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Danaher CorporationDHR3.07K$584.8K
Unum GroupUNM3.06K$273.56K
D.R. Horton, Inc.DHI3K$489.29K
Salesforce, Inc.CRM2.96K$463.09K
L3Harris Technologies, Inc.LHX2.95K$856.08K
RPM International Inc.RPM2.89K$320.82K
CF Industries Holdings, Inc.CF2.84K$307.35K
Air Products and Chemicals, Inc.APD2.82K$827.39K
Dell Technologies Inc.DELL2.81K$1.21M
The Progressive CorporationPGR2.8K$612.15K
J&J Snack Foods Corp.JJSF2.8K$205.66K
Trane Technologies plcTT2.78K$1.37M
Ross Stores, Inc.ROST2.76K$587.04K
First Financial CorporationTHFF2.72K$210.71K
Best Buy Co., Inc.BBY2.64K$200.63K
McKesson CorporationMCK2.64K$2M
Cadence Design Systems, Inc.CDNS2.61K$981.09K
Donaldson Company, Inc.DCI2.59K$232.85K
Globe Life Inc.GL2.55K$456.35K
T-Mobile US, Inc.TMUS2.52K$422.85K