Stock Taper 
SOVRAN ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 115 | $214.19K |
 Sandisk Corporation | SNDK | 229 | $251.01K |
 TransDigm Group Incorporated | TDG | 233 | $304.76K |
 Parker-Hannifin Corporation | PH | 264 | $261.69K |
 McKesson Corporation | MCK | 347 | $308.71K |
 Dillard's, Inc. | DDS | 357 | $210.35K |
 Lumentum Holdings Inc. | LITE | 361 | $235.35K |
 Cummins Inc. | CMI | 366 | $234.83K |
 Monolithic Power Systems, Inc. | MPWR | 414 | $530.85K |
 Seagate Technology Holdings plc | STX | 429 | $320.59K |
 Trane Technologies plc | TT | 452 | $212.26K |
 Thermo Fisher Scientific Inc. | TMO | 457 | $263.48K |
 Northrop Grumman Corporation | NOC | 486 | $267.15K |
 Regeneron Pharmaceuticals, Inc. | REGN | 516 | $358.71K |
 Marriott International, Inc. | MAR | 535 | $205.2K |
 Deere & Company | DE | 536 | $343.2K |
 AppLovin Corporation | APP | 542 | $226.68K |
 Kinsale Capital Group, Inc. | KNSL | 560 | $207.19K |
 Synopsys, Inc. | SNPS | 582 | $223.38K |
 Acuity Brands, Inc. | AYI | 594 | $204.46K |