Stock Taper 
PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Regions Financial Corporation | RF | 7.67K | $231.6K |
 Apple Inc. | AAPL | 9.94K | $2.88M |
 CME Group Inc. | CME | 11.64K | $2.57M |
 General Dynamics Corporation | GD | 11.65K | $4.13M |
 Markel Corporation | MKL | 11.8K | $23.04M |
 TransDigm Group Incorporated | TDG | 12K | $15.98M |
 JPMorgan Chase & Co. | JPM | 13.23K | $4.33M |
 Broadcom Inc. | AVGO | 14.02K | $5.3M |
 Automatic Data Processing, Inc. | ADP | 15.4K | $3.45M |
 Genuine Parts Company | GPC | 15.59K | $1.84M |
 The Home Depot, Inc. | HD | 16.81K | $5.93M |
 Amgen Inc. | AMGN | 17.73K | $6.42M |
 The Allstate Corporation | ALL | 19.32K | $4.6M |
 NextEra Energy, Inc. | NEE | 21.5K | $1.89M |
 Chevron Corporation | CVX | 23.47K | $3.89M |
 Texas Instruments Incorporated | TXN | 26.79K | $7.99M |
 Vail Resorts, Inc. | MTN | 27.73K | $3.78M |
 AbbVie Inc. | ABBV | 28.84K | $7.26M |
 Roper Technologies, Inc. | ROP | 31.19K | $10.55M |
 S&P Global Inc. | SPGI | 33.17K | $13.51M |