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Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marathon Petroleum Corporation | MPC | 1.13K | $289.16K |
 QUALCOMM Incorporated | QCOM | 1.14K | $211.03K |
 RTX Corporation | RTX | 1.19K | $225.92K |
 L3Harris Technologies, Inc. | LHX | 1.23K | $356.98K |
 The Boeing Company | BA | 1.24K | $269.37K |
 Marvell Technology, Inc. | MRVL | 1.26K | $374.75K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.32K | $630.39K |
 Qnity Electronics, Inc. | Q | 1.46K | $238.76K |
 Teradyne, Inc. | TER | 1.47K | $710.76K |
 AstraZeneca PLC | AZN | 1.48K | $281.02K |
 Motorola Solutions, Inc. | MSI | 1.6K | $664.88K |
 Evercore Inc. | EVR | 1.66K | $567.14K |
 Merck & Co., Inc. | MRK | 1.71K | $219.78K |
 Alphabet Inc. | GOOG | 1.72K | $609.47K |
 Chevron Corporation | CVX | 1.85K | $306.68K |
 Texas Pacific Land Corporation | TPL | 2.02K | $886.22K |
 Roper Technologies, Inc. | ROP | 2.03K | $685.59K |
 Advanced Micro Devices, Inc. | AMD | 2.05K | $1.19M |
 The Hershey Company | HSY | 2.07K | $363.36K |
 JPMorgan Chase & Co. | JPM | 2.13K | $698.74K |