Stock Taper 
MWA ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 164 | $372.89K |
 The Goldman Sachs Group, Inc. | GS | 250 | $252.84K |
 Eli Lilly and Company | LLY | 254 | $304.65K |
 Western Digital Corporation | WDC | 374 | $238.88K |
 Argan, Inc. | AGX | 828 | $661.2K |
 Johnson & Johnson | JNJ | 865 | $219.68K |
 Dover Corporation | DOV | 958 | $214.86K |
 Advanced Micro Devices, Inc. | AMD | 1.1K | $640.74K |
 Illinois Tool Works Inc. | ITW | 1.11K | $300.76K |
 McDonald's Corporation | MCD | 1.18K | $319.24K |
 Micron Technology, Inc. | MU | 1.3K | $1.51M |
 The Procter & Gamble Company | PG | 1.57K | $230.08K |
 Trane Technologies plc | TT | 1.85K | $909.72K |
 W.W. Grainger, Inc. | GWW | 1.92K | $2.61M |
 Space Exploration Technologies Corp. | SPCX | 2.03K | $346.85K |
 Automatic Data Processing, Inc. | ADP | 2.07K | $464.3K |
 Mastercard Incorporated | MA | 2.17K | $1.11M |
 GE Vernova Inc. | GEV | 2.18K | $2.56M |
 Waste Connections, Inc. | WCN | 2.25K | $375.39K |
 Lowe's Companies, Inc. | LOW | 2.44K | $538.66K |