Stock Taper 
CERCANO MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The TJX Companies, Inc. | TJX | 1.66K | $251.49K |
 United Rentals, Inc. | URI | 1.66K | $1.88M |
 Trane Technologies plc | TT | 1.52K | $745.09K |
 Adobe Inc. | ADBE | 1.41K | $289.49K |
 Berkshire Hathaway Inc. | BRK-B | 1.37K | $685.03K |
 The Allstate Corporation | ALL | 1.12K | $266.02K |
 Norfolk Southern Corporation | NSC | 1.07K | $336.3K |
 Lumentum Holdings Inc. | LITE | 976 | $837.47K |
 HCA Healthcare, Inc. | HCA | 970 | $378.19K |
 Honeywell International Inc. | HON | 950 | $212.71K |
 Advanced Micro Devices, Inc. | AMD | 948 | $550.7K |
 Generac Holdings Inc. | GNRC | 942 | $275.83K |
 McDonald's Corporation | MCD | 927 | $250.58K |
 Lowe's Companies, Inc. | LOW | 910 | $200.65K |
 S&P Global Inc. | SPGI | 880 | $358.39K |
 Dell Technologies Inc. | DELL | 808 | $348.62K |
 Versant Media Group, Inc. Class A | VSNT | 780 | $387.45K |
 Vertex Pharmaceuticals Incorporated | VRTX | 780 | $387.45K |
 GE Aerospace | GE | 769 | $287.4K |
 ASML Holding N.V. | ASML | 710 | $1.41M |