Stock Taper 
GKV CAPITAL MANAGEMENT CO., INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 3.06K | $4.23M |
 The Procter & Gamble Company | PG | 3.1K | $454.58K |
 Meta Platforms, Inc. | META | 3.3K | $1.86M |
 Applied Materials, Inc. | AMAT | 3.47K | $2.51M |
 The Goldman Sachs Group, Inc. | GS | 3.49K | $3.53M |
 Johnson & Johnson | JNJ | 3.5K | $888.89K |
 Vistra Corp. | VST | 3.76K | $596.29K |
 Martin Marietta Materials, Inc. | MLM | 3.82K | $2.2M |
 Nucor Corporation | NUE | 3.9K | $869.84K |
 Deere & Company | DE | 4.16K | $2.64M |
 Micron Technology, Inc. | MU | 4.34K | $5.01M |
 Linde plc | LIN | 4.37K | $2.27M |
 Simon Property Group, Inc. | SPG | 4.39K | $982.05K |
 Thermo Fisher Scientific Inc. | TMO | 4.42K | $2.21M |
 Advanced Micro Devices, Inc. | AMD | 4.98K | $2.89M |
 Seagate Technology Holdings plc | STX | 5.58K | $5.38M |
 Vertex Pharmaceuticals Incorporated | VRTX | 5.76K | $2.86M |
 Carrier Global Corporation | CARR | 5.9K | $432.76K |
 ConocoPhillips | COP | 6.07K | $630.62K |
 Marriott International, Inc. | MAR | 6.13K | $2.27M |