Stock Taper 
JOSEPH GROUP CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 10 | $8.58K |
 Martin Marietta Materials, Inc. | MLM | 11 | $6.34K |
 Monolithic Power Systems, Inc. | MPWR | 12 | $16.59K |
 TransDigm Group Incorporated | TDG | 12 | $15.98K |
 Hubbell Incorporated | HUBB | 13 | $6.8K |
 McKesson Corporation | MCK | 14 | $10.58K |
 W.W. Grainger, Inc. | GWW | 14 | $19.05K |
 United Rentals, Inc. | URI | 15 | $16.99K |
 Regeneron Pharmaceuticals, Inc. | REGN | 15 | $9.35K |
 IDEXX Laboratories, Inc. | IDXX | 20 | $10.53K |
 Ameriprise Financial, Inc. | AMP | 22 | $10.09K |
 Biogen Inc. | BIIB | 25 | $5.4K |
 Darden Restaurants, Inc. | DRI | 26 | $5.36K |
 Vulcan Materials Company | VMC | 28 | $8.26K |
 L3Harris Technologies, Inc. | LHX | 28 | $8.14K |
 Humana Inc. | HUM | 29 | $11.52K |
 M&T Bank Corporation | MTB | 29 | $6.9K |
 MSCI Inc. | MSCI | 30 | $16.8K |
 The Hershey Company | HSY | 31 | $5.44K |
 Axon Enterprise, Inc. | AXON | 32 | $17.94K |