Stock Taper 
TECTONIC ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dycom Industries, Inc. | DY | 594 | $300.32K |
 Tesla, Inc. | TSLA | 636 | $267.5K |
 Deere & Company | DE | 794 | $503.8K |
 McKesson Corporation | MCK | 997 | $753.07K |
 Regeneron Pharmaceuticals, Inc. | REGN | 1.13K | $701.88K |
 MKS Inc. | MKSI | 1.27K | $565.79K |
 The Home Depot, Inc. | HD | 1.33K | $468.44K |
 Hubbell Incorporated | HUBB | 1.43K | $747.83K |
 Domino's Pizza, Inc. | DPZ | 1.52K | $450.57K |
 United Rentals, Inc. | URI | 1.53K | $1.73M |
 Honeywell International Inc. | HON | 1.54K | $344.81K |
 Granite Construction Incorporated | GVA | 1.58K | $249.54K |
 NVIDIA Corporation | NVDA | 1.59K | $318.28K |
 Littelfuse, Inc. | LFUS | 1.84K | $836K |
 Thermo Fisher Scientific Inc. | TMO | 1.87K | $937.17K |
 Keysight Technologies, Inc. | KEYS | 1.95K | $681.24K |
 The Sherwin-Williams Company | SHW | 2.15K | $740.94K |
 WESCO International, Inc. | WCC | 2.2K | $760.19K |
 AutoZone, Inc. | AZO | 2.28K | $7.28M |
 L3Harris Technologies, Inc. | LHX | 2.32K | $674.54K |