Stock Taper 
M1 CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Goldman Sachs Group, Inc. | GS | 229 | $231.6K |
 Caterpillar Inc. | CAT | 591 | $629.36K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 609 | $290.84K |
 Eli Lilly and Company | LLY | 623 | $747.67K |
 Costco Wholesale Corporation | COST | 646 | $604.38K |
 Stryker Corporation | SYK | 702 | $221.02K |
 Mastercard Incorporated | MA | 852 | $437.59K |
 The Home Depot, Inc. | HD | 928 | $327.34K |
 Expedia Group, Inc. | EXPE | 990 | $253.32K |
 Generac Holdings Inc. | GNRC | 1.08K | $317.7K |
 GE Vernova Inc. | GEV | 1.14K | $1.34M |
 Visa Inc. | V | 1.17K | $400.08K |
 Modine Manufacturing Company | MOD | 1.27K | $338.05K |
 Automatic Data Processing, Inc. | ADP | 1.31K | $292.93K |
 Chevron Corporation | CVX | 1.44K | $239.04K |
 Palo Alto Networks, Inc. | PANW | 1.47K | $501.3K |
 Amphenol Corporation | APH | 1.52K | $267.72K |
 Phillips 66 | PSX | 1.59K | $269.3K |
 The Procter & Gamble Company | PG | 1.61K | $236.68K |
 Alphabet Inc. | GOOG | 1.73K | $610.72K |