Stock Taper 
BROYHILL ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 3.33K | $1.19M |
 Merck & Co., Inc. | MRK | 3.47K | $446.28K |
 Morgan Stanley | MS | 3.81K | $795.4K |
 Alphabet Inc. | GOOG | 4.07K | $1.44M |
 Oracle Corporation | ORCL | 4.14K | $606.42K |
 The Charles Schwab Corporation | SCHW | 4.27K | $393.99K |
 Blackstone Inc. | BX | 4.96K | $583.17K |
 Duke Energy Corporation | DUK | 5K | $633.28K |
 Apple Inc. | AAPL | 5.95K | $1.72M |
 Cisco Systems, Inc. | CSCO | 6.16K | $723.44K |
 The Southern Company | SO | 6.32K | $604.6K |
 Shell plc | SHEL | 6.74K | $522.62K |
 Truist Financial Corporation | TFC | 6.8K | $338.78K |
 NextEra Energy, Inc. | NEE | 6.84K | $600.08K |
 Honeywell International Inc. | HON | 6.86K | $1.53M |
 NVIDIA Corporation | NVDA | 7.6K | $1.52M |
 Thermo Fisher Scientific Inc. | TMO | 8.43K | $4.23M |
 Pfizer Inc. | PFE | 8.5K | $204.68K |
 Microsoft Corporation | MSFT | 9.45K | $3.53M |
 Enbridge Inc. | ENB | 10.18K | $551.8K |