Stock Taper 
HOHIMER WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 223 | $443.78K |
 Parker-Hannifin Corporation | PH | 243 | $237.68K |
 Western Digital Corporation | WDC | 331 | $211.48K |
 CrowdStrike Holdings, Inc. | CRWD | 412 | $314.41K |
 Cavco Industries, Inc. | CVCO | 432 | $265.41K |
 Thermo Fisher Scientific Inc. | TMO | 466 | $233.76K |
 TransDigm Group Incorporated | TDG | 505 | $672.68K |
 Sterling Infrastructure, Inc. | STRL | 539 | $452.42K |
 GE Vernova Inc. | GEV | 580 | $681.42K |
 W.W. Grainger, Inc. | GWW | 606 | $824.86K |
 The Sherwin-Williams Company | SHW | 648 | $223.12K |
 The Goldman Sachs Group, Inc. | GS | 784 | $792.91K |
 United Rentals, Inc. | URI | 824 | $933.7K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 896 | $427.74K |
 Texas Instruments Incorporated | TXN | 997 | $297.24K |
 Krystal Biotech, Inc. | KRYS | 1.04K | $385.79K |
 Bel Fuse Inc. | BELFB | 1.09K | $364.35K |
 GE Aerospace | GE | 1.1K | $410.75K |
 Morgan Stanley | MS | 1.13K | $235.59K |
 International Business Machines Corporation | IBM | 1.19K | $334.92K |