Stock Taper 
CERCANO MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morgan Stanley | MS | 9.15K | $1.91M |
 Halliburton Company | HAL | 8.06K | $273.77K |
 JPMorgan Chase & Co. | JPM | 8.02K | $2.63M |
 Super Micro Computer, Inc. | SMCI | 7.96K | $233.47K |
 Stryker Corporation | SYK | 7.96K | $233.47K |
 Repligen Corporation | RGEN | 7.86K | $1.07M |
 Merck & Co., Inc. | MRK | 7.16K | $919.55K |
 Danaher Corporation | DHR | 6.89K | $1.31M |
 Micron Technology, Inc. | MU | 6.7K | $7.74M |
 Constellation Energy Corporation | CEG | 6.7K | $1.66M |
 EQT Corporation | EQT | 6.52K | $346.56K |
 The Home Depot, Inc. | HD | 5.83K | $2.05M |
 Boston Scientific Corporation | BSX | 5.52K | $235.47K |
 Eli Lilly and Company | LLY | 5.35K | $6.42M |
 Newmont Corporation | NEM | 5.12K | $478.02K |
 Cincinnati Financial Corporation | CINF | 4.9K | $906.45K |
 NextEra Energy, Inc. | NEE | 4.82K | $423.4K |
 Intel Corp. | INTC | 4.65K | $649K |
 Ventas, Inc. | VTR | 4.61K | $409.37K |
 Valero Energy Corporation | VLO | 4.61K | $409.37K |