Stock Taper

KATHMERE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aon plcAON989$328.04K
Humana Inc.HUM942$374.18K
Spotify Technology S.A.SPOT939$431.12K
Primerica, Inc.PRI937$266.19K
Moody's CorporationMCO892$403.81K
FactSet Research Systems Inc.FDS883$203.16K
Jazz Pharmaceuticals plcJAZZ868$209.16K
J.B. Hunt Transport Services, Inc.JBHT868$251.22K
AMETEK, Inc.AME864$209.04K
W.W. Grainger, Inc.GWW857$1.17M
Datadog, Inc.DDOG854$222.35K
Ralph Lauren CorporationRL809$324.74K
Thermo Fisher Scientific Inc.TMO808$405.1K
InterDigital, Inc.IDCC780$220.84K
Intuit Inc.INTU771$201.23K
EMCOR Group, Inc.EME761$631.54K
Lennox International Inc.LII754$432K
Woodward, Inc.WWD659$280.37K
Northrop Grumman CorporationNOC647$329.52K
Vertiv Holdings CoVRT610$204.24K