Stock Taper 
J. STERN & CO. LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 DexCom, Inc. | DXCM | 28.23K | $1.9M |
 Brown-Forman Corporation | BF-B | 24.44K | $651.3K |
 Arista Networks, Inc. | ANET | 21.26K | $3.61M |
 Booking Holdings Inc. | BKNG | 17.16K | $3.06M |
 Lam Research Corporation | LRCX | 16.79K | $7.28M |
 Cadence Design Systems, Inc. | CDNS | 12.99K | $4.88M |
 Visa Inc. | V | 10.62K | $3.64M |
 TE Connectivity plc | TEL | 9.95K | $2.01M |
 McDonald's Corporation | MCD | 9.78K | $2.64M |
 Berkshire Hathaway Inc. | BRK-B | 9.76K | $4.88M |
 The Home Depot, Inc. | HD | 7.49K | $2.64M |
 Slb N.V. | SLB | 7.4K | $344.07K |
 Lowe's Companies, Inc. | LOW | 7.32K | $1.61M |
 DraftKings Inc. | DKNG | 5.31K | $134.08K |
 Eli Lilly and Company | LLY | 4.81K | $5.77M |
 Intuitive Surgical, Inc. | ISRG | 4.34K | $1.72M |
 Alphabet Inc. | GOOGL | 3.88K | $1.39M |
 Linde plc | LIN | 3.11K | $1.61M |
 Zoetis Inc. | ZTS | 2.62K | $188.56K |
 Applied Materials, Inc. | AMAT | 1.6K | $1.16M |