Stock Taper 
SELDON CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 238 | $222.64K |
 Eli Lilly and Company | LLY | 404 | $484.57K |
 Mastercard Incorporated | MA | 454 | $233.17K |
 Texas Instruments Incorporated | TXN | 672 | $200.3K |
 UnitedHealth Group Incorporated | UNH | 687 | $285.54K |
 The Home Depot, Inc. | HD | 825 | $290.96K |
 Advanced Micro Devices, Inc. | AMD | 841 | $488.55K |
 KLA Corporation | KLAC | 1.12K | $337.92K |
 Applied Materials, Inc. | AMAT | 1.13K | $813.38K |
 Marvell Technology, Inc. | MRVL | 1.34K | $399.77K |
 Meta Platforms, Inc. | META | 1.38K | $778.47K |
 First Citizens BancShares, Inc. | FCNCA | 1.43K | $2.98M |
 Visa Inc. | V | 1.5K | $513.26K |
 Lam Research Corporation | LRCX | 1.54K | $667.33K |
 Johnson & Johnson | JNJ | 1.71K | $435.05K |
 The Procter & Gamble Company | PG | 1.83K | $268.06K |
 Merck & Co., Inc. | MRK | 1.87K | $240.68K |
 Broadcom Inc. | AVGO | 1.92K | $725.28K |
 Oracle Corporation | ORCL | 2.27K | $331.94K |
 Amphenol Corporation | APH | 2.67K | $470.42K |