Stock Taper 
SECOND HALF FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 188 | $212.98K |
 Parker-Hannifin Corporation | PH | 289 | $282.68K |
 Applied Materials, Inc. | AMAT | 330 | $238.36K |
 Micron Technology, Inc. | MU | 350 | $404K |
 Advanced Micro Devices, Inc. | AMD | 427 | $248.05K |
 Eli Lilly and Company | LLY | 477 | $571.75K |
 Linde plc | LIN | 523 | $271.41K |
 Argan, Inc. | AGX | 565 | $451.18K |
 Meta Platforms, Inc. | META | 571 | $321.64K |
 American Express Company | AXP | 646 | $218.51K |
 Caterpillar Inc. | CAT | 771 | $821.26K |
 The PNC Financial Services Group, Inc. | PNC | 822 | $202.39K |
 Union Pacific Corporation | UNP | 827 | $225.04K |
 Sterling Infrastructure, Inc. | STRL | 856 | $718.49K |
 Motorola Solutions, Inc. | MSI | 868 | $360.56K |
 Texas Instruments Incorporated | TXN | 873 | $260.21K |
 Constellation Energy Corporation | CEG | 903 | $224.28K |
 Powell Industries, Inc. | POWL | 949 | $271.76K |
 Celestica Inc. | CLS | 1K | $364.8K |
 The Home Depot, Inc. | HD | 1K | $354.32K |