Stock Taper 
KRAFT, DAVIS & ASSOCIATES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 1.9K | $1.15M |
 Flex Ltd. | FLEX | 1.9K | $248.95K |
 Lam Research Corporation | LRCX | 1.78K | $593.97K |
 Mastercard Incorporated | MA | 1.46K | $758.02K |
 Advanced Micro Devices, Inc. | AMD | 1.21K | $618.15K |
 Marvell Technology, Inc. | MRVL | 1.11K | $259.63K |
 AbbVie Inc. | ABBV | 944 | $239.44K |
 The Boeing Company | BA | 934 | $209.67K |
 NXP Semiconductors N.V. | NXPI | 928 | $260.32K |
 Texas Instruments Incorporated | TXN | 792 | $241.36K |
 Berkshire Hathaway Inc. | BRK-B | 774 | $386.85K |
 Micron Technology, Inc. | MU | 561 | $523.45K |
 Applied Materials, Inc. | AMAT | 503 | $287.29K |
 United Rentals, Inc. | URI | 425 | $455.31K |
 Eli Lilly and Company | LLY | 374 | $457.21K |
 ASML Holding N.V. | ASML | 323 | $571.1K |