Stock Taper

NORTHCREST ASSET MANANGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AramarkARMK17.09K$989.4K
Occidental Petroleum CorporationOXY17.2K$899.8K
Eli Lilly and CompanyLLY17.43K$21.21M
UFP Industries, Inc.UFPI17.6K$1.46M
UnitedHealth Group IncorporatedUNH17.62K$7.61M
Sonic Automotive, Inc.SAH17.68K$1.69M
Airbnb, Inc.ABNB17.73K$2.6M
Johnson Controls International plcJCI17.8K$2.5M
Avantor, Inc.AVTR17.84K$187.53K
First Hawaiian, Inc.FHB17.88K$536.61K
Philip Morris International Inc.PM17.94K$3.25M
Stratasys Ltd.SSYS17.97K$156.16K
Perimeter Solutions, Inc.PRM18K$631.79K
East West Bancorp, Inc.EWBC18.02K$2.36M
CubeSmartCUBE18.05K$718.17K
American Electric Power Company, Inc.AEP18.17K$2.43M
Blue Owl Capital Inc.OWL18.18K$169.11K
Liquidity Services, Inc.LQDT18.32K$706.82K
American Homes 4 RentAMH18.35K$604.55K
FormFactor, Inc.FORM18.35K$2.19M