Stock Taper 
ROCKINGSTONE ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Navan, Inc. | NAVN | 201.65K | $4.61M |
 Constellium SE | CSTM | 171.81K | $5.48M |
 Teva Pharmaceutical Industries Limited | TEVA | 95.11K | $3.22M |
 Canadian Natural Resources Limited | CNQ | 62.53K | $2.47M |
 EQT Corporation | EQT | 45.39K | $2.41M |
 Omnicom Group Inc. | OMC | 41.04K | $2.99M |
 NVIDIA Corporation | NVDA | 33.26K | $6.65M |
 Tower Semiconductor Ltd. | TSEM | 32.2K | $8.39M |
 McCormick & Company, Incorporated | MKC | 30.7K | $1.55M |
 Uber Technologies, Inc. | UBER | 24.95K | $1.8M |
 Philip Morris International Inc. | PM | 20.25K | $3.66M |
 Apple Inc. | AAPL | 19.88K | $5.75M |
 Alphabet Inc. | GOOGL | 19.62K | $7.01M |
 Amazon.com, Inc. | AMZN | 19.32K | $4.6M |
 Golub Capital BDC, Inc. | GBDC | 18.34K | $236.28K |
 Natera, Inc. | NTRA | 17.12K | $4.65M |
 Live Nation Entertainment, Inc. | LYV | 13.89K | $2.54M |
 Celestica Inc. | CLS | 12.5K | $4.56M |
 JPMorgan Chase & Co. | JPM | 11.56K | $3.78M |
 Microsoft Corporation | MSFT | 9.86K | $3.68M |