Stock Taper

QUANTUM FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Taiwan Semiconductor Manufacturing Company LimitedTSM469$224.09K
Sandisk CorporationSNDK444$1.01M
United Rentals, Inc.URI435$492.81K
Rockwell Automation, Inc.ROK430$213K
McKesson CorporationMCK427$322.64K
Dycom Industries, Inc.DY413$208.81K
Parker-Hannifin CorporationPH411$402.31K
Carpenter Technology CorporationCRS368$227K
GE Vernova Inc.GEV302$354.81K
Casey's General Stores, Inc.CASY291$231.66K
Comfort Systems USA, Inc.FIX273$540.66K
Lumentum Holdings Inc.LITE257$220.52K
W.W. Grainger, Inc.GWW179$243.89K
First Citizens BancShares, Inc.FCNCA132$274.66K
ASML Holding N.V.ASML126$250.67K