Stock Taper 
PORTFOLIO DESIGN LABS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cintas Corporation | CTAS | 6.87K | $1.17M |
 Danaher Corporation | DHR | 6.8K | $1.29M |
 Caterpillar Inc. | CAT | 6.79K | $7.23M |
 Kinder Morgan, Inc. | KMI | 6.53K | $208.86K |
 O'Reilly Automotive, Inc. | ORLY | 6.38K | $587.63K |
 GE Vernova Inc. | GEV | 6.22K | $7.3M |
 The Home Depot, Inc. | HD | 6.2K | $2.19M |
 Applied Materials, Inc. | AMAT | 6.12K | $4.42M |
 Monster Beverage Corporation | MNST | 5.96K | $572.97K |
 Arthur J. Gallagher & Co. | AJG | 5.94K | $1.36M |
 International Business Machines Corporation | IBM | 5.91K | $1.66M |
 Eaton Corporation plc | ETN | 5.84K | $2.49M |
 Old Dominion Freight Line, Inc. | ODFL | 5.75K | $1.25M |
 American Tower Corporation | AMT | 5.73K | $937.84K |
 McDonald's Corporation | MCD | 5.69K | $1.54M |
 Morgan Stanley | MS | 5.68K | $1.19M |
 Republic Services, Inc. | RSG | 5.45K | $1.16M |
 Ventas, Inc. | VTR | 5.44K | $483.25K |
 NetApp, Inc. | NTAP | 5.42K | $838.49K |
 Sempra | SRE | 5.39K | $499.62K |