Stock Taper 
SUMMITTX CAPITAL, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EOG Resources, Inc. | EOG | 3.12K | $404.37K |
 Boise Cascade Company | BCC | 3.07K | $238.17K |
 Cirrus Logic, Inc. | CRUS | 3.03K | $450.05K |
 Ingersoll Rand Inc. | IR | 3.03K | $248.35K |
 Merck & Co., Inc. | MRK | 3K | $385.5K |
 CrowdStrike Holdings, Inc. | CRWD | 3K | $2.29M |
 AGCO Corporation | AGCO | 2.95K | $353.47K |
 Cencora, Inc. | COR | 2.93K | $828.85K |
 Alphabet Inc. | GOOGL | 2.92K | $1.04M |
 Canadian Imperial Bank of Commerce | CM | 2.9K | $333.04K |
 Coastal Financial Corporation | CCB | 2.88K | $223.46K |
 NVR, Inc. | NVR | 2.83K | $19.26M |
 United States Lime & Minerals, Inc. | USLM | 2.74K | $287.21K |
 Impinj, Inc. | PI | 2.68K | $384.43K |
 FTAI Aviation Ltd. | FTAI | 2.65K | $715.82K |
 Thermo Fisher Scientific Inc. | TMO | 2.58K | $1.29M |
 Warrior Met Coal, Inc. | HCC | 2.57K | $208.74K |
 CACI International Inc | CACI | 2.57K | $1.19M |
 FedEx Corporation | FDX | 2.56K | $800.67K |
 Jack Henry & Associates, Inc. | JKHY | 2.53K | $348.07K |