Stock Taper

CERCANO MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL31.11K$9M
XPO Logistics, Inc.XPO29.08K$5.97M
The Charles Schwab CorporationSCHW28.28K$4.49M
The Carlyle Group Inc.CG27.59K$1.16M
DoorDash, Inc.DASH23.93K$4.42M
The Williams Companies, Inc.WMB21.49K$1.6M
Westlake CorporationWLK21.49K$1.6M
Walmart Inc.WMT20.22K$2.29M
WEC Energy Group, Inc.WEC20.22K$2.29M
Microsoft CorporationMSFT19.16K$7.15M
Vulcan Materials CompanyVMC19K$5.6M
Alphabet Inc.GOOGL18.99K$6.79M
Jazz Pharmaceuticals plcJAZZ17.33K$4.18M
Lam Research CorporationLRCX15.11K$6.55M
Alphabet Inc.GOOG13.16K$4.65M
Broadcom Inc.AVGO12.32K$4.66M
Netflix, Inc.NFLX10.33K$737.56K
Reddit, Inc.RDDT10.27K$1.78M
AT&T Inc.T10.03K$207.66K
Phillips 66PSX9.4K$1.59M