Stock Taper 
CONCENTRIC CAPITAL STRATEGIES, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ducommun Incorporated | DCO | 9.38K | $1.74M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 9.21K | $3.5M |
 IPG Photonics Corporation | IPGP | 9.2K | $1.08M |
 Veeco Instruments Inc. | VECO | 9.16K | $694.18K |
 WESCO International, Inc. | WCC | 9.01K | $3.11M |
 Morgan Stanley | MS | 8.87K | $1.85M |
 Applied Digital Corp. | APLD | 8.71K | $324.85K |
 Vulcan Materials Company | VMC | 8.65K | $2.55M |
 International Business Machines Corporation | IBM | 8.53K | $2.4M |
 MongoDB, Inc. | MDB | 8.27K | $2.78M |
 Palo Alto Networks, Inc. | PANW | 8.25K | $2.81M |
 ICON Public Limited Company | ICLR | 8.13K | $1.41M |
 Reliance Steel & Aluminum Co. | RS | 7.58K | $2.83M |
 Advanced Energy Industries, Inc. | AEIS | 7.51K | $2.8M |
 Costco Wholesale Corporation | COST | 7.45K | $6.96M |
 Cintas Corporation | CTAS | 7.3K | $1.24M |
 Merck & Co., Inc. | MRK | 7.22K | $927.38K |
 BorgWarner Inc. | BWA | 7.14K | $473.83K |
 RBC Bearings Incorporated | RBC | 7.13K | $4.59M |
 Nucor Corporation | NUE | 7.08K | $1.58M |