Stock Taper

KATHMERE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Verisk Analytics, Inc.VRSK1.32K$237.03K
Snap-on IncorporatedSNA1.31K$528.35K
Fortinet, Inc.FTNT1.3K$200.01K
Curtiss-Wright CorporationCW1.3K$984.37K
Norfolk Southern CorporationNSC1.29K$406.14K
Essex Property Trust, Inc.ESS1.28K$373.33K
TE Connectivity plcTEL1.25K$252.21K
Arrow Electronics, Inc.ARW1.24K$263.77K
Atmos Energy CorporationATO1.22K$210.17K
Coca-Cola Consolidated, Inc.COKE1.22K$232.35K
Williams-Sonoma, Inc.WSM1.15K$267.83K
Ulta Beauty, Inc.ULTA1.13K$508.7K
Nordson CorporationNDSN1.13K$339.7K
AppLovin CorporationAPP1.1K$567.27K
Reliance Steel & Aluminum Co.RS1.1K$410.21K
DaVita Inc.DVA1.09K$242.73K
Stryker CorporationSYK1.08K$339.54K
CrowdStrike Holdings, Inc.CRWD1.08K$821.14K
Ameriprise Financial, Inc.AMP1.04K$478.94K
Quanta Services, Inc.PWR1.03K$739.48K