Stock Taper 
EXPECT EQUITY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kinsale Capital Group, Inc. | KNSL | 1.49K | $489.77K |
 Intuitive Surgical, Inc. | ISRG | 3.42K | $1.36M |
 Tyler Technologies, Inc. | TYL | 5.26K | $1.54M |
 Modine Manufacturing Company | MOD | 6.36K | $1.7M |
 CACI International Inc | CACI | 6.72K | $3.11M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 6.94K | $3.31M |
 Bel Fuse Inc. | BELFB | 7.71K | $2.57M |
 MKS Inc. | MKSI | 10.65K | $4.74M |
 TTM Technologies, Inc. | TTMI | 11.41K | $2.13M |
 Granite Construction Incorporated | GVA | 11.84K | $1.87M |
 Avery Dennison Corporation | AVY | 12.65K | $2.05M |
 VSE Corporation | VSEC | 13.62K | $3.11M |
 Itron, Inc. | ITRI | 15.01K | $1.3M |
 Synaptics Incorporated | SYNA | 17.66K | $2.19M |
 The Chefs' Warehouse, Inc. | CHEF | 21.05K | $2.02M |
 Sea Limited | SE | 22.35K | $2.14M |
 ATI Inc. | ATI | 22.64K | $4.46M |
 SharkNinja, Inc. | SN | 22.77K | $3.47M |
 Oshkosh Corp | OSK | 23.23K | $3.56M |
 HealthEquity, Inc. | HQY | 24.2K | $2.19M |