Stock Taper

NORTHCREST ASSET MANANGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Trex Company, Inc.TREX11.53K$539K
Rubrik, Inc.RBRK11.54K$1.02M
Archer Aviation Inc.ACHR11.61K$56.31K
Valley National BancorpVLY11.68K$171.23K
Brinker International, Inc.EAT11.77K$2.13M
Bunge Global S.A.BG11.79K$1.34M
HP Inc.HPQ11.86K$286.07K
D.R. Horton, Inc.DHI11.88K$1.78M
Tyson Foods, Inc.TSN12K$692.37K
Devon Energy CorporationDVN12K$504.11K
Incyte CorporationINCY12.03K$1.43M
Atlassian CorporationTEAM12.05K$1.09M
Xencor, Inc.XNCR12.07K$194.48K
CarMax, Inc.KMX12.12K$618.45K
Kosmos Energy Ltd.KOS12.14K$26.47K
The New York Times CompanyNYT12.15K$902.52K
AdvanSix Inc.ASIX12.18K$243.11K
Opendoor Technologies Inc.OPEN12.24K$64.86K
SPX Technologies, Inc.SPXC12.25K$2.65M
Brandywine Realty TrustBDN12.3K$37.64K