Stock Taper

CODEX CAPITAL ASSET MANAGEMENT L.L.C.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVIDIA CorporationNVDA195.57K$39.13M
GE AerospaceGE53.88K$20.11M
Amazon.com, Inc.AMZN45.9K$10.94M
Microsoft CorporationMSFT37.7K$14.06M
Alphabet Inc.GOOGL36.81K$13.15M
Berkshire Hathaway Inc.BRK-B35.23K$17.63M
Alphabet Inc.GOOG35.05K$12.38M
The Boeing CompanyBA29K$6.28M
JPMorgan Chase & Co.JPM28.05K$9.14M
GE HealthCare Technologies Inc.GEHC26.2K$1.68M
Meta Platforms, Inc.META24.86K$14M
Broadcom Inc.AVGO21K$7.93M
GE Vernova Inc.GEV20.62K$24.23M
Shopify Inc.SHOP20.5K$2.34M
Eaton Corporation plcETN19.9K$8.48M
Visa Inc.V17.78K$6.1M
Honeywell International Inc.HON17.52K$3.92M
Eli Lilly and CompanyLLY15.65K$18.78M
Mastercard IncorporatedMA14.2K$7.28M
Thermo Fisher Scientific Inc.TMO13.32K$6.68M