Stock Taper 
ESSEX LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 260 | $223.1K |
 Micron Technology, Inc. | MU | 409 | $472K |
 F5, Inc. | FFIV | 513 | $213.39K |
 Thermo Fisher Scientific Inc. | TMO | 559 | $280.47K |
 Curtiss-Wright Corporation | CW | 580 | $439.5K |
 Costco Wholesale Corporation | COST | 760 | $710.8K |
 The Home Depot, Inc. | HD | 884 | $311.79K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 951 | $454.17K |
 Plexus Corp. | PLXS | 1K | $300.67K |
 Howmet Aerospace Inc. | HWM | 1.04K | $279.35K |
 CrowdStrike Holdings, Inc. | CRWD | 1.04K | $794.43K |
 Mastercard Incorporated | MA | 1.07K | $550.65K |
 Visa Inc. | V | 1.1K | $378.77K |
 Amgen Inc. | AMGN | 1.14K | $411.58K |
 Air Products and Chemicals, Inc. | APD | 1.16K | $338.62K |
 Philip Morris International Inc. | PM | 1.2K | $217.1K |
 Applied Optoelectronics, Inc. | AAOI | 1.47K | $217.5K |
 NetApp, Inc. | NTAP | 1.5K | $232.14K |
 Novartis AG | NVS | 1.5K | $235.08K |
 Cisco Systems, Inc. | CSCO | 1.74K | $204.77K |