Stock Taper 
SMITH THORNTON ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 257 | $267.95K |
 ASML Holding N.V. | ASML | 263 | $453.95K |
 Costco Wholesale Corporation | COST | 371 | $343.85K |
 Cummins Inc. | CMI | 393 | $261.11K |
 Eaton Corporation plc | ETN | 565 | $227.61K |
 Deere & Company | DE | 633 | $370.71K |
 Norfolk Southern Corporation | NSC | 643 | $210.64K |
 Texas Instruments Incorporated | TXN | 696 | $207.95K |
 Northrop Grumman Corporation | NOC | 808 | $437.9K |
 AbbVie Inc. | ABBV | 852 | $211.41K |
 The Boeing Company | BA | 1K | $216.37K |
 Amgen Inc. | AMGN | 1.08K | $389.19K |
 Caterpillar Inc. | CAT | 1.08K | $1.01M |
 RTX Corporation | RTX | 1.15K | $225.46K |
 Lockheed Martin Corporation | LMT | 1.15K | $597.59K |
 Philip Morris International Inc. | PM | 1.18K | $212.99K |
 Eli Lilly and Company | LLY | 1.19K | $1.4M |
 Applied Materials, Inc. | AMAT | 1.24K | $714.22K |
 Nucor Corporation | NUE | 1.5K | $349.03K |
 McDonald's Corporation | MCD | 1.57K | $427.18K |