Stock Taper 
PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 517 | $3.52M |
 GE Vernova Inc. | GEV | 688 | $808.3K |
 Tesla, Inc. | TSLA | 905 | $380.64K |
 Alphabet Inc. | GOOG | 1.75K | $619.03K |
 SPX Technologies, Inc. | SPXC | 2.08K | $508.98K |
 Science Applications International Corporation | SAIC | 2.32K | $255.93K |
 Intel Corp. | INTC | 2.69K | $375.61K |
 GE Aerospace | GE | 2.76K | $1.03M |
 The Southern Company | SO | 2.78K | $265.69K |
 Leidos Holdings, Inc. | LDOS | 3.12K | $321.06K |
 Microsoft Corporation | MSFT | 3.73K | $1.39M |
 Agnico Eagle Mines Limited | AEM | 3.84K | $595.03K |
 Exxon Mobil Corporation | XOM | 4.7K | $642.2K |
 IREN Limited | IREN | 4.98K | $227.74K |
 Air Products and Chemicals, Inc. | APD | 6.33K | $1.85M |
 Pan American Silver Corp. | PAAS | 6.81K | $305.11K |
 McDonald's Corporation | MCD | 6.86K | $1.85M |
 DICK'S Sporting Goods, Inc. | DKS | 6.99K | $1.59M |
 The Travelers Companies, Inc. | TRV | 7.6K | $2.51M |
 Lockheed Martin Corporation | LMT | 7.65K | $3.9M |