Stock Taper

MANHATTAN WEST ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE Vernova Inc.GEV189$222.05K
Caterpillar Inc.CAT214$227.89K
Parker-Hannifin CorporationPH255$249.42K
Taiwan Semiconductor Manufacturing Company LimitedTSM453$216.34K
Applied Materials, Inc.AMAT518$374.51K
Micron Technology, Inc.MU578$667.18K
Eaton Corporation plcETN762$324.7K
Lockheed Martin CorporationLMT846$431.45K
Vertiv Holdings CoVRT865$289.73K
KLA CorporationKLAC900$271.54K
Northrop Grumman CorporationNOC1.04K$528.66K
The Home Depot, Inc.HD1.07K$376.66K
Marvell Technology, Inc.MRVL1.13K$336.32K
The Allstate CorporationALL1.22K$289.84K
Meta Platforms, Inc.META1.32K$744.67K
Corning IncGLW1.39K$354.93K
The TJX Companies, Inc.TJX1.45K$219.77K
The Boeing CompanyBA1.46K$315.83K
American Electric Power Company, Inc.AEP1.52K$207.81K
Lam Research CorporationLRCX1.57K$679.03K