Stock Taper

CERCANO MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Repligen CorporationRGEN7.86K$1.07M
Super Micro Computer, Inc.SMCI7.96K$233.47K
Stryker CorporationSYK7.96K$233.47K
JPMorgan Chase & Co.JPM8.02K$2.63M
Halliburton CompanyHAL8.06K$273.77K
Morgan StanleyMS9.15K$1.91M
Phillips 66PSX9.4K$1.59M
AT&T Inc.T10.03K$207.66K
Reddit, Inc.RDDT10.27K$1.78M
Netflix, Inc.NFLX10.33K$737.56K
Broadcom Inc.AVGO12.32K$4.66M
Alphabet Inc.GOOG13.16K$4.65M
Lam Research CorporationLRCX15.11K$6.55M
Jazz Pharmaceuticals plcJAZZ17.33K$4.18M
Alphabet Inc.GOOGL18.99K$6.79M
Vulcan Materials CompanyVMC19K$5.6M
Microsoft CorporationMSFT19.16K$7.15M
WEC Energy Group, Inc.WEC20.22K$2.29M
Walmart Inc.WMT20.22K$2.29M
The Williams Companies, Inc.WMB21.49K$1.6M