Stock Taper 
TITLEIST ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 1.13K | $1.06M |
 Applied Materials, Inc. | AMAT | 1.08K | $779.55K |
 Lam Research Corporation | LRCX | 1.07K | $465.33K |
 Seagate Technology Holdings plc | STX | 1.07K | $1.03M |
 Ralph Lauren Corporation | RL | 1.06K | $426.49K |
 FedEx Corporation | FDX | 1.03K | $322.37K |
 Royal Caribbean Cruises Ltd. | RCL | 1.01K | $322.29K |
 Valero Energy Corporation | VLO | 932 | $242.61K |
 Eli Lilly and Company | LLY | 903 | $1.08M |
 Williams-Sonoma, Inc. | WSM | 894 | $208.29K |
 AppLovin Corporation | APP | 837 | $430.52K |
 GE Aerospace | GE | 806 | $301.17K |
 Analog Devices, Inc. | ADI | 667 | $264.74K |
 Thermo Fisher Scientific Inc. | TMO | 612 | $307.07K |
 United Rentals, Inc. | URI | 606 | $685.88K |
 ASML Holding N.V. | ASML | 596 | $1.19M |
 Lockheed Martin Corporation | LMT | 590 | $300.52K |
 Trane Technologies plc | TT | 515 | $252.52K |
 Mastercard Incorporated | MA | 515 | $264.56K |
 Casey's General Stores, Inc. | CASY | 482 | $382.83K |