Stock Taper

BURNS MATTESON CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comcast CorporationCMCSA2$49
Applied Materials, Inc.AMAT278$201.02K
The Goldman Sachs Group, Inc.GS343$346.9K
GE Vernova Inc.GEV452$531.07K
Ubiquiti Inc.UI674$359.94K
McKesson CorporationMCK692$522.88K
American Express CompanyAXP700$236.78K
Elbit Systems Ltd.ESLT713$540.97K
FabrinetFN756$424.93K
Curtiss-Wright CorporationCW850$644.1K
Western Digital CorporationWDC867$553.77K
PayPal Holdings, Inc.PYPL886$38.26K
MasTec, Inc.MTZ911$379.03K
Tesla, Inc.TSLA922$387.82K
Veeva Systems Inc.VEEV1.06K$188.3K
Carpenter Technology CorporationCRS1.1K$680.99K
Alphabet Inc.GOOG1.14K$402.43K
Eli Lilly and CompanyLLY1.16K$1.39M
Berkshire Hathaway Inc.BRK-B1.34K$673.02K
Chevron CorporationCVX1.35K$223.78K