Stock Taper

VERUM PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX167$330.99K
Sandisk CorporationSNDK289$657.11K
Thermo Fisher Scientific Inc.TMO461$231.13K
Taiwan Semiconductor Manufacturing Company LimitedTSM483$230.47K
BlackRock, Inc.BLK552$530.78K
Norfolk Southern CorporationNSC673$211.72K
GE Vernova Inc.GEV778$914.38K
American Express CompanyAXP780$263.99K
Linde plcLIN806$418.45K
Deere & CompanyDE809$513.1K
Lam Research CorporationLRCX837$362.77K
Advanced Micro Devices, Inc.AMD862$500.61K
Corning IncGLW870$222.11K
Union Pacific CorporationUNP870$236.64K
Cigna CorporationCI888$244.91K
KLA CorporationKLAC928$280.02K
Chubb LimitedCB941$320.56K
Costco Wholesale CorporationCOST955$893.72K
HCA Healthcare, Inc.HCA968$377.51K
Applied Materials, Inc.AMAT984$711.63K