Stock Taper 
CODEX CAPITAL ASSET MANAGEMENT L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 7.9K | $3.77M |
 Solstice Advanced Materials Inc. | SOLS | 7.5K | $664.5K |
 NXP Semiconductors N.V. | NXPI | 5.5K | $1.55M |
 Intuitive Surgical, Inc. | ISRG | 4.85K | $1.93M |
 Vertex Pharmaceuticals Incorporated | VRTX | 3.37K | $1.67M |
 Teledyne Technologies Incorporated | TDY | 3.1K | $2.07M |
 Apple Inc. | AAPL | 3K | $868.08K |
 American Express Company | AXP | 1.9K | $640.93K |