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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merck & Co., Inc.MRK1.71K$219.78K
Evercore Inc.EVR1.66K$567.14K
Motorola Solutions, Inc.MSI1.6K$664.88K
AstraZeneca PLCAZN1.48K$281.02K
Teradyne, Inc.TER1.47K$710.76K
Qnity Electronics, Inc.Q1.46K$238.76K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.32K$630.39K
Marvell Technology, Inc.MRVL1.26K$374.75K
The Boeing CompanyBA1.24K$269.37K
L3Harris Technologies, Inc.LHX1.23K$356.98K
RTX CorporationRTX1.19K$225.92K
QUALCOMM IncorporatedQCOM1.14K$211.03K
Marathon Petroleum CorporationMPC1.13K$289.16K
AbbVie Inc.ABBV1.12K$281.39K
International Business Machines CorporationIBM1.1K$309.24K
Visa Inc.V1.06K$362.83K
The Home Depot, Inc.HD1.04K$367.04K
The PNC Financial Services Group, Inc.PNC825$203.17K
Analog Devices, Inc.ADI823$326.99K
SiTime CorporationSITM820$611.36K