Stock Taper 
BROYHILL ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chubb Limited | CB | 1.52K | $518.95K |
 Yum! Brands, Inc. | YUM | 1.5K | $239.79K |
 CACI International Inc | CACI | 1.45K | $670.34K |
 RTX Corporation | RTX | 1.4K | $266.38K |
 Waste Management, Inc. | WM | 1.32K | $294.87K |
 Lam Research Corporation | LRCX | 1.08K | $468K |
 Broadcom Inc. | AVGO | 1.06K | $402.3K |
 Spotify Technology S.A. | SPOT | 889 | $408.17K |
 Applied Materials, Inc. | AMAT | 860 | $621.78K |
 Meta Platforms, Inc. | META | 669 | $376.84K |
 First Citizens BancShares, Inc. | FCNCA | 613 | $1.28M |
 Berkshire Hathaway Inc. | BRK-B | 433 | $216.67K |
 Caterpillar Inc. | CAT | 300 | $319.47K |