Stock Taper 
PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Post Holdings, Inc. | POST | 339.64K | $29.98M |
 Amazon.com, Inc. | AMZN | 114.87K | $27.38M |
 Danaher Corporation | DHR | 86.04K | $16.39M |
 Berkshire Hathaway Inc. | BRK-B | 82.46K | $41.26M |
 Alphabet Inc. | GOOGL | 71.34K | $25.49M |
 HEICO Corporation | HEI-A | 69.75K | $17.99M |
 Etsy, Inc. | ETSY | 68.19K | $5.14M |
 United Parcel Service, Inc. | UPS | 62.68K | $6.74M |
 Johnson & Johnson | JNJ | 45.05K | $11.44M |
 The Procter & Gamble Company | PG | 41.4K | $6.07M |
 PepsiCo, Inc. | PEP | 39.56K | $5.36M |
 T. Rowe Price Group, Inc. | TROW | 35.52K | $4.04M |
 S&P Global Inc. | SPGI | 33.17K | $13.51M |
 Roper Technologies, Inc. | ROP | 31.19K | $10.55M |
 AbbVie Inc. | ABBV | 28.84K | $7.26M |
 Vail Resorts, Inc. | MTN | 27.73K | $3.78M |
 Texas Instruments Incorporated | TXN | 26.79K | $7.99M |
 Chevron Corporation | CVX | 23.47K | $3.89M |
 NextEra Energy, Inc. | NEE | 21.5K | $1.89M |
 The Allstate Corporation | ALL | 19.32K | $4.6M |