Stock Taper 
MWA ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ServiceNow, Inc. | NOW | 2.57K | $255.01K |
 Alphabet Inc. | GOOGL | 2.59K | $925.23K |
 Owens Corning | OC | 2.75K | $436.66K |
 Duke Energy Corporation | DUK | 2.85K | $360.75K |
 Amgen Inc. | AMGN | 3.1K | $1.12M |
 Honeywell International Inc. | HON | 3.26K | $729.47K |
 Cardinal Health, Inc. | CAH | 3.45K | $818.63K |
 American Express Company | AXP | 3.55K | $1.2M |
 Vertiv Holdings Co | VRT | 3.59K | $1.2M |
 Vertex Pharmaceuticals Incorporated | VRTX | 3.64K | $1.81M |
 Becton, Dickinson and Company | BDX | 3.79K | $573.38K |
 State Street Corporation | STT | 3.96K | $672.05K |
 Cadence Design Systems, Inc. | CDNS | 4.23K | $1.59M |
 The Travelers Companies, Inc. | TRV | 4.42K | $1.46M |
 Costco Wholesale Corporation | COST | 4.58K | $4.28M |
 Shopify Inc. | SHOP | 4.71K | $538.25K |
 Williams-Sonoma, Inc. | WSM | 4.79K | $1.12M |
 Cummins Inc. | CMI | 4.8K | $3.43M |
 Merck & Co., Inc. | MRK | 4.87K | $625.28K |
 Qnity Electronics, Inc. | Q | 4.91K | $801.23K |