Stock Taper 
PORTFOLIO DESIGN LABS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eaton Corporation plc | ETN | 5.84K | $2.49M |
 International Business Machines Corporation | IBM | 5.91K | $1.66M |
 Arthur J. Gallagher & Co. | AJG | 5.94K | $1.36M |
 Monster Beverage Corporation | MNST | 5.96K | $572.97K |
 Applied Materials, Inc. | AMAT | 6.12K | $4.42M |
 The Home Depot, Inc. | HD | 6.2K | $2.19M |
 GE Vernova Inc. | GEV | 6.22K | $7.3M |
 O'Reilly Automotive, Inc. | ORLY | 6.38K | $587.63K |
 Kinder Morgan, Inc. | KMI | 6.53K | $208.86K |
 Caterpillar Inc. | CAT | 6.79K | $7.23M |
 Danaher Corporation | DHR | 6.8K | $1.29M |
 Cintas Corporation | CTAS | 6.87K | $1.17M |
 Accenture plc | ACN | 7.03K | $875.36K |
 Automatic Data Processing, Inc. | ADP | 7.16K | $1.6M |
 CrowdStrike Holdings, Inc. | CRWD | 7.18K | $5.48M |
 Match Group, Inc. | MTCH | 7.19K | $273.58K |
 Expeditors International of Washington, Inc. | EXPD | 7.3K | $1.19M |
 Constellation Brands, Inc. | STZ | 7.35K | $1.02M |
 Vistra Corp. | VST | 7.35K | $1.17M |
 Marvell Technology, Inc. | MRVL | 7.49K | $2.23M |