Stock Taper 
NORTHCREST ASSET MANANGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Curtiss-Wright Corporation | CW | 1.29K | $983.82K |
 Cavco Industries, Inc. | CVCO | 1.3K | $736.08K |
 Universal Health Services, Inc. | UHS | 1.34K | $207.5K |
 Automatic Data Processing, Inc. | ADP | 1.34K | $322.81K |
 American Tower Corporation | AMT | 1.36K | $225.14K |
 Revolution Medicines, Inc. | RVMD | 1.37K | $261.85K |
 Applied Industrial Technologies, Inc. | AIT | 1.37K | $442.78K |
 Huntington Ingalls Industries, Inc. | HII | 1.39K | $398.37K |
 Marriott International, Inc. | MAR | 1.41K | $526.09K |
 Morningstar, Inc. | MORN | 1.44K | $238.56K |
 Paycom Software, Inc. | PAYC | 1.48K | $206.83K |
 Verisk Analytics, Inc. | VRSK | 1.5K | $279.76K |
 Eaton Corporation plc | ETN | 1.51K | $613.31K |
 Seagate Technology Holdings plc | STX | 1.51K | $1.35M |
 Space Exploration Technologies Corp. | SPCX | 1.52K | $230.62K |
 Qnity Electronics, Inc. | Q | 1.54K | $221.36K |
 Vertex Pharmaceuticals Incorporated | VRTX | 1.55K | $771.8K |
 The Timken Company | TKR | 1.56K | $214.76K |
 Gulfport Energy Corp | GPOR | 1.57K | $251.93K |
 EnerSys | ENS | 1.63K | $335.43K |