Stock Taper 
ONE DAY IN JULY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 4 | $3M |
 ASML Holding N.V. | ASML | 163 | $324.28K |
 Micron Technology, Inc. | MU | 275 | $317.43K |
 Quanta Services, Inc. | PWR | 312 | $224.65K |
 BlackRock, Inc. | BLK | 358 | $344.72K |
 Mastercard Incorporated | MA | 398 | $204.41K |
 McKesson Corporation | MCK | 403 | $304.37K |
 Thermo Fisher Scientific Inc. | TMO | 420 | $210.57K |
 Lockheed Martin Corporation | LMT | 535 | $272.56K |
 Eli Lilly and Company | LLY | 558 | $669.28K |
 Caterpillar Inc. | CAT | 572 | $609.12K |
 Lam Research Corporation | LRCX | 575 | $249.16K |
 GE Vernova Inc. | GEV | 602 | $707.34K |
 Palo Alto Networks, Inc. | PANW | 677 | $230.87K |
 The Home Depot, Inc. | HD | 702 | $247.58K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 738 | $352.45K |
 Valero Energy Corporation | VLO | 850 | $221.37K |
 Deere & Company | DE | 992 | $629.25K |
 American Express Company | AXP | 1.09K | $369.37K |
 Corning Inc | GLW | 1.13K | $288.13K |