Stock Taper 
KATHMERE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 1.7K | $1.21M |
 The Hershey Company | HSY | 1.7K | $298.7K |
 Cirrus Logic, Inc. | CRUS | 1.69K | $250.27K |
 S&P Global Inc. | SPGI | 1.67K | $678.5K |
 Constellation Energy Corporation | CEG | 1.65K | $409.06K |
 BlackRock, Inc. | BLK | 1.63K | $1.57M |
 Paycom Software, Inc. | PAYC | 1.63K | $204.48K |
 Nucor Corporation | NUE | 1.6K | $357.29K |
 MSCI Inc. | MSCI | 1.6K | $894.94K |
 Welltower Inc. | WELL | 1.58K | $359.52K |
 Elevance Health Inc. | ELV | 1.54K | $596.56K |
 Adobe Inc. | ADBE | 1.53K | $314.71K |
 Cencora, Inc. | COR | 1.44K | $406.92K |
 GE Vernova Inc. | GEV | 1.44K | $1.69M |
 C.H. Robinson Worldwide, Inc. | CHRW | 1.41K | $265.75K |
 Cigna Corporation | CI | 1.41K | $388.98K |
 Cheniere Energy, Inc. | LNG | 1.41K | $336.53K |
 Arthur J. Gallagher & Co. | AJG | 1.39K | $319.39K |
 ASML Holding N.V. | ASML | 1.39K | $2.76M |
 Howmet Aerospace Inc. | HWM | 1.39K | $372.64K |