Stock Taper 
EXPECT EQUITY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Yum China Holdings, Inc. | YUMC | 56.36K | $2.3M |
 Samsara Inc. | IOT | 63.07K | $2.05M |
 Gibraltar Industries, Inc. | ROCK | 68.27K | $3.08M |
 Bruker Corporation | BRKR | 70.93K | $4.27M |
 Adient plc | ADNT | 71K | $1.3M |
 SM Energy Company | SM | 95.81K | $2.5M |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 98.65K | $2.08M |
 Vital Farms, Inc. | VITL | 113.38K | $1.32M |
 BrightView Holdings, Inc. | BV | 116.48K | $1.65M |
 StandardAero, Inc. | SARO | 121.38K | $3.63M |
 Option Care Health, Inc. | OPCH | 128.17K | $2.69M |
 Mama's Creations, Inc. | MAMA | 131.7K | $2.35M |
 Concentra Group Holdings Parent, Inc. | CON | 136.15K | $4.05M |
 TIC Solutions, Inc. | TIC | 138.48K | $1.12M |
 LSI Industries Inc. | LYTS | 142.21K | $3.78M |
 Columbia Banking System, Inc. | COLB | 143.06K | $4.59M |
 Cousins Properties Incorporated | CUZ | 145.04K | $4.35M |
 First Horizon Corporation | FHN | 159.29K | $4.08M |
 Neogen Corporation | NEOG | 168.25K | $1.51M |
 NCR Voyix Corporation | VYX | 203.77K | $1.66M |