Stock Taper 
PATRON PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 180 | $409.27K |
 MercadoLibre, Inc. | MELI | 290 | $492.24K |
 CrowdStrike Holdings, Inc. | CRWD | 352 | $268.63K |
 United Therapeutics Corporation | UTHR | 388 | $210.23K |
 IES Holdings, Inc. | IESC | 414 | $304.15K |
 Thermo Fisher Scientific Inc. | TMO | 503 | $252.2K |
 Axon Enterprise, Inc. | AXON | 525 | $294.32K |
 TransDigm Group Incorporated | TDG | 549 | $731.29K |
 General Dynamics Corporation | GD | 604 | $213.82K |
 Northrop Grumman Corporation | NOC | 608 | $309.78K |
 Arm Holdings plc American Depositary Shares | ARM | 645 | $228.7K |
 BlackRock, Inc. | BLK | 652 | $626.89K |
 McKesson Corporation | MCK | 667 | $503.99K |
 Caterpillar Inc. | CAT | 668 | $711.42K |
 IDEXX Laboratories, Inc. | IDXX | 698 | $367.45K |
 Tyler Technologies, Inc. | TYL | 744 | $217.59K |
 Mettler-Toledo International Inc. | MTD | 804 | $1.03M |
 Plexus Corp. | PLXS | 814 | $244.75K |
 KLA Corporation | KLAC | 855 | $257.97K |
 CACI International Inc | CACI | 885 | $409.99K |