Stock Taper 
PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amgen Inc. | AMGN | 17.73K | $6.42M |
 The Home Depot, Inc. | HD | 16.81K | $5.93M |
 Genuine Parts Company | GPC | 15.59K | $1.84M |
 Automatic Data Processing, Inc. | ADP | 15.4K | $3.45M |
 Broadcom Inc. | AVGO | 14.02K | $5.3M |
 JPMorgan Chase & Co. | JPM | 13.23K | $4.33M |
 TransDigm Group Incorporated | TDG | 12K | $15.98M |
 Markel Corporation | MKL | 11.8K | $23.04M |
 General Dynamics Corporation | GD | 11.65K | $4.13M |
 CME Group Inc. | CME | 11.64K | $2.57M |
 Apple Inc. | AAPL | 9.94K | $2.88M |
 Regions Financial Corporation | RF | 7.67K | $231.6K |
 Lockheed Martin Corporation | LMT | 7.65K | $3.9M |
 The Travelers Companies, Inc. | TRV | 7.6K | $2.51M |
 DICK'S Sporting Goods, Inc. | DKS | 6.99K | $1.59M |
 McDonald's Corporation | MCD | 6.86K | $1.85M |
 Pan American Silver Corp. | PAAS | 6.81K | $305.11K |
 Air Products and Chemicals, Inc. | APD | 6.33K | $1.85M |
 IREN Limited | IREN | 4.98K | $227.74K |
 Exxon Mobil Corporation | XOM | 4.7K | $642.2K |