Stock Taper 
TECTONIC ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 6.44K | $4.65M |
 Tower Semiconductor Ltd. | TSEM | 6.46K | $1.68M |
 BJ's Wholesale Club Holdings, Inc. | BJ | 6.47K | $564.23K |
 Dollar General Corporation | DG | 6.63K | $763.08K |
 GATX Corporation | GATX | 6.64K | $1.18M |
 EOG Resources, Inc. | EOG | 6.78K | $879.49K |
 Franco-Nevada Corporation | FNV | 6.83K | $1.42M |
 Zimmer Biomet Holdings, Inc. | ZBH | 6.86K | $590.16K |
 The Travelers Companies, Inc. | TRV | 6.91K | $2.28M |
 Alphabet Inc. | GOOGL | 6.95K | $2.48M |
 Lowe's Companies, Inc. | LOW | 6.95K | $1.53M |
 Roper Technologies, Inc. | ROP | 6.96K | $2.36M |
 Microchip Technology Incorporated | MCHP | 6.97K | $635.35K |
 RPM International Inc. | RPM | 6.98K | $775.61K |
 Blue Bird Corporation | BLBD | 7.33K | $578.78K |
 South Bow Corporation | SOBO | 7.45K | $262.41K |
 The Hanover Insurance Group, Inc. | THG | 7.59K | $1.63M |
 Constellation Brands, Inc. | STZ | 7.59K | $1.06M |
 US Foods Holding Corp. | USFD | 7.65K | $782.11K |
 Encompass Health Corporation | EHC | 7.77K | $785.14K |