Stock Taper 
NORTHCREST ASSET MANANGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 2.07K | $3.85M |
 Booking Holdings Inc. | BKNG | 2.04K | $358.59K |
 Valmont Industries, Inc. | VMI | 2.03K | $1.11M |
 MongoDB, Inc. | MDB | 2.03K | $735.97K |
 Evercore Inc. | EVR | 2.01K | $683.92K |
 Jack Henry & Associates, Inc. | JKHY | 2K | $300.77K |
 Pinnacle West Capital Corporation | PNW | 1.97K | $209.76K |
 AptarGroup, Inc. | ATR | 1.96K | $244.29K |
 Cirrus Logic, Inc. | CRUS | 1.94K | $290.85K |
 Allegion plc | ALLE | 1.94K | $261.36K |
 Cummins Inc. | CMI | 1.92K | $1.3M |
 The J. M. Smucker Company | SJM | 1.87K | $207.79K |
 PPG Industries, Inc. | PPG | 1.87K | $216.74K |
 Cencora, Inc. | COR | 1.87K | $564.4K |
 Lincoln Electric Holdings, Inc. | LECO | 1.85K | $456.98K |
 Trane Technologies plc | TT | 1.84K | $870.31K |
 Dover Corporation | DOV | 1.83K | $388.27K |
 Jazz Pharmaceuticals plc | JAZZ | 1.81K | $447.4K |
 Globe Life Inc. | GL | 1.78K | $318.91K |
 Royal Gold, Inc. | RGLD | 1.76K | $350.65K |