Stock Taper

HARMONY ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX101$200.18K
GE Vernova Inc.GEV206$242.09K
Sandisk CorporationSNDK215$488.85K
Seagate Technology Holdings plcSTX266$256.47K
Argan, Inc.AGX287$229.18K
Western Digital CorporationWDC375$239.52K
Elbit Systems Ltd.ESLT404$306.71K
Costco Wholesale CorporationCOST495$463.11K
Tesla, Inc.TSLA784$329.75K
Welltower Inc.WELL898$203.86K
UnitedHealth Group IncorporatedUNH923$383.42K
GE AerospaceGE965$360.68K
Berkshire Hathaway Inc.BRK-B1.12K$558.43K
Honeywell International Inc.HON1.15K$256.59K
Philip Morris International Inc.PM1.28K$231.56K
Okta, Inc.OKTA1.54K$210.81K
Palantir Technologies Inc.PLTR1.73K$201.41K
Amphenol CorporationAPH1.84K$324.96K
Northern Trust CorporationNTRS1.85K$321.26K
Lockheed Martin CorporationLMT1.85K$943.63K