Stock Taper 
WALLACE HART LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 462 | $915.66K |
 Intuitive Surgical, Inc. | ISRG | 542 | $215.54K |
 Costco Wholesale Corporation | COST | 621 | $580.93K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 693 | $330.96K |
 GE Vernova Inc. | GEV | 769 | $903.47K |
 Microsoft Corporation | MSFT | 834 | $311.1K |
 Caterpillar Inc. | CAT | 864 | $920.07K |
 Texas Instruments Incorporated | TXN | 1.19K | $354.7K |
 Quanta Services, Inc. | PWR | 1.39K | $997.98K |
 T-Mobile US, Inc. | TMUS | 1.44K | $242.2K |
 Rockwell Automation, Inc. | ROK | 2.05K | $1.01M |
 Applied Materials, Inc. | AMAT | 2.16K | $1.56M |
 NXP Semiconductors N.V. | NXPI | 2.56K | $719.72K |
 Micron Technology, Inc. | MU | 2.81K | $3.24M |
 Broadcom Inc. | AVGO | 3.37K | $1.27M |
 Exxon Mobil Corporation | XOM | 3.84K | $524.6K |
 Alphabet Inc. | GOOGL | 3.92K | $1.4M |
 KLA Corporation | KLAC | 4.39K | $1.32M |
 Advanced Micro Devices, Inc. | AMD | 4.97K | $2.88M |
 3M Company | MMM | 5.74K | $929.04K |