Stock Taper 
CONCENTRIC CAPITAL STRATEGIES, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BWX Technologies, Inc. | BWXT | 24.38K | $4.75M |
 Texas Instruments Incorporated | TXN | 24.45K | $7.29M |
 Clean Harbors, Inc. | CLH | 24.89K | $7.43M |
 Linde plc | LIN | 25.07K | $13.01M |
 Atomera Incorporated | ATOM | 25.45K | $221.69K |
 Visa Inc. | V | 25.46K | $8.73M |
 The Sherwin-Williams Company | SHW | 25.49K | $8.78M |
 SolarEdge Technologies, Inc. | SEDG | 25.53K | $1.49M |
 The Procter & Gamble Company | PG | 25.75K | $3.78M |
 GLOBALFOUNDRIES Inc. | GFS | 25.94K | $2.14M |
 Texas Roadhouse, Inc. | TXRH | 26.24K | $5.07M |
 PPG Industries, Inc. | PPG | 26.43K | $3.21M |
 Philip Morris International Inc. | PM | 26.93K | $4.87M |
 AMETEK, Inc. | AME | 27.05K | $6.54M |
 Wolfspeed Inc. | WOLF | 27.1K | $1.31M |
 Cameco Corporation | CCJ | 28.14K | $2.87M |
 Qnity Electronics, Inc. | Q | 28.35K | $4.63M |
 AptarGroup, Inc. | ATR | 28.42K | $3.56M |
 Flex Ltd. | FLEX | 29.08K | $4.71M |
 Solaris Energy Infrastructure, Inc. | SEI | 29.11K | $2.34M |