Stock Taper 
MANHATTAN WEST ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 900 | $271.54K |
 Vertiv Holdings Co | VRT | 865 | $289.73K |
 Lockheed Martin Corporation | LMT | 846 | $431.45K |
 Eaton Corporation plc | ETN | 762 | $324.7K |
 Micron Technology, Inc. | MU | 578 | $667.18K |
 Applied Materials, Inc. | AMAT | 518 | $374.51K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 453 | $216.34K |
 Parker-Hannifin Corporation | PH | 255 | $249.42K |
 Caterpillar Inc. | CAT | 214 | $227.89K |
 GE Vernova Inc. | GEV | 189 | $222.05K |