Stock Taper 
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W.W. Grainger, Inc. | GWW | 251 | $341.46K |
 Applied Materials, Inc. | AMAT | 316 | $228.47K |
 Seagate Technology Holdings plc | STX | 326 | $314.59K |
 Costco Wholesale Corporation | COST | 413 | $386.35K |
 Eli Lilly and Company | LLY | 433 | $519.35K |
 Micron Technology, Inc. | MU | 465 | $536.77K |
 McKesson Corporation | MCK | 477 | $360.42K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 511 | $244.03K |
 Visa Inc. | V | 600 | $205.85K |
 GE Aerospace | GE | 617 | $230.59K |
 Advanced Micro Devices, Inc. | AMD | 642 | $372.94K |
 Lockheed Martin Corporation | LMT | 662 | $337.21K |
 Elevance Health Inc. | ELV | 675 | $261.04K |
 Linde plc | LIN | 687 | $356.51K |
 Mastercard Incorporated | MA | 725 | $372.36K |
 Texas Instruments Incorporated | TXN | 725 | $216.13K |
 Meta Platforms, Inc. | META | 844 | $475.42K |
 Lam Research Corporation | LRCX | 853 | $369.63K |
 Thermo Fisher Scientific Inc. | TMO | 924 | $463.26K |
 Welltower Inc. | WELL | 952 | $216.07K |