Stock Taper 
CERCANO MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 382 | $272.45K |
 Northrop Grumman Corporation | NOC | 437 | $222.57K |
 Lockheed Martin Corporation | LMT | 486 | $247.6K |
 Thermo Fisher Scientific Inc. | TMO | 531 | $266.22K |
 Amgen Inc. | AMGN | 620 | $224.51K |
 Moody's Corporation | MCO | 670 | $303.46K |
 ASML Holding N.V. | ASML | 710 | $1.41M |
 GE Aerospace | GE | 769 | $287.4K |
 Versant Media Group, Inc. Class A | VSNT | 780 | $387.45K |
 Vertex Pharmaceuticals Incorporated | VRTX | 780 | $387.45K |
 Dell Technologies Inc. | DELL | 808 | $348.62K |
 S&P Global Inc. | SPGI | 880 | $358.39K |
 Lowe's Companies, Inc. | LOW | 910 | $200.65K |
 McDonald's Corporation | MCD | 927 | $250.58K |
 Generac Holdings Inc. | GNRC | 942 | $275.83K |
 Advanced Micro Devices, Inc. | AMD | 948 | $550.7K |
 Honeywell International Inc. | HON | 950 | $212.71K |
 HCA Healthcare, Inc. | HCA | 970 | $378.19K |
 Lumentum Holdings Inc. | LITE | 976 | $837.47K |
 Norfolk Southern Corporation | NSC | 1.07K | $336.3K |