Stock Taper 
NCM CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 324 | $367.06K |
 Applied Materials, Inc. | AMAT | 384 | $277.63K |
 Costco Wholesale Corporation | COST | 410 | $383.72K |
 Thermo Fisher Scientific Inc. | TMO | 428 | $214.58K |
 Deere & Company | DE | 489 | $310.19K |
 The Goldman Sachs Group, Inc. | GS | 600 | $606.82K |
 General Dynamics Corporation | GD | 622 | $220.34K |
 Royal Caribbean Cruises Ltd. | RCL | 631 | $200.37K |
 CACI International Inc | CACI | 700 | $324.28K |
 Nucor Corporation | NUE | 900 | $200.47K |
 Danaher Corporation | DHR | 1.08K | $205.72K |
 Union Pacific Corporation | UNP | 1.09K | $295.78K |
 The Progressive Corporation | PGR | 1.11K | $242.26K |
 GE Aerospace | GE | 1.13K | $420.45K |
 Simon Property Group, Inc. | SPG | 1.14K | $254.05K |
 Huntington Ingalls Industries, Inc. | HII | 1.16K | $323.34K |
 Northern Trust Corporation | NTRS | 1.2K | $208.61K |
 Marvell Technology, Inc. | MRVL | 1.22K | $362.83K |
 The TJX Companies, Inc. | TJX | 1.35K | $204.98K |
 Target Corporation | TGT | 1.61K | $210.92K |