Stock Taper 
CODEX CAPITAL ASSET MANAGEMENT L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 1.9K | $640.93K |
 Apple Inc. | AAPL | 3K | $868.08K |
 Teledyne Technologies Incorporated | TDY | 3.1K | $2.07M |
 Vertex Pharmaceuticals Incorporated | VRTX | 3.37K | $1.67M |
 Intuitive Surgical, Inc. | ISRG | 4.85K | $1.93M |
 NXP Semiconductors N.V. | NXPI | 5.5K | $1.55M |
 Solstice Advanced Materials Inc. | SOLS | 7.5K | $664.5K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 7.9K | $3.77M |
 Thermo Fisher Scientific Inc. | TMO | 13.32K | $6.68M |
 Mastercard Incorporated | MA | 14.2K | $7.28M |
 Eli Lilly and Company | LLY | 15.65K | $18.78M |
 Honeywell International Inc. | HON | 17.52K | $3.92M |
 Visa Inc. | V | 17.78K | $6.1M |
 Eaton Corporation plc | ETN | 19.9K | $8.48M |
 Shopify Inc. | SHOP | 20.5K | $2.34M |
 GE Vernova Inc. | GEV | 20.62K | $24.23M |
 Broadcom Inc. | AVGO | 21K | $7.93M |
 Meta Platforms, Inc. | META | 24.86K | $14M |
 GE HealthCare Technologies Inc. | GEHC | 26.2K | $1.68M |
 JPMorgan Chase & Co. | JPM | 28.05K | $9.14M |