Stock Taper 
CONCENTRIC CAPITAL STRATEGIES, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 IES Holdings, Inc. | IESC | 327 | $240.23K |
 Comfort Systems USA, Inc. | FIX | 462 | $915.66K |
 Argan, Inc. | AGX | 512 | $408.86K |
 Rockwell Automation, Inc. | ROK | 586 | $290.12K |
 Dycom Industries, Inc. | DY | 597 | $301.84K |
 Hubbell Incorporated | HUBB | 782 | $409.14K |
 Teledyne Technologies Incorporated | TDY | 804 | $536.19K |
 TransDigm Group Incorporated | TDG | 914 | $1.22M |
 Cloudflare, Inc. | NET | 970 | $237.92K |
 AppLovin Corporation | APP | 1.01K | $518.84K |
 Generac Holdings Inc. | GNRC | 1.12K | $326.78K |
 Powell Industries, Inc. | POWL | 1.23K | $351.94K |
 Curtiss-Wright Corporation | CW | 1.35K | $1.02M |
 Everus Construction Group, Inc. | ECG | 1.43K | $237.31K |
 MercadoLibre, Inc. | MELI | 1.49K | $2.53M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.64K | $780.83K |
 GE Vernova Inc. | GEV | 1.7K | $1.99M |
 The Progressive Corporation | PGR | 1.81K | $395.61K |
 Eli Lilly and Company | LLY | 1.85K | $2.22M |
 MYR Group Inc. | MYRG | 1.95K | $976.78K |