Stock Taper 
DRUM HILL CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Coca-Cola Company | KO | 3.07K | $249.5K |
 Union Pacific Corporation | UNP | 2.47K | $672.11K |
 Lantheus Holdings, Inc. | LNTH | 2.45K | $271.8K |
 Philip Morris International Inc. | PM | 2.34K | $424.05K |
 JPMorgan Chase & Co. | JPM | 2.33K | $763.99K |
 GE Aerospace | GE | 1.61K | $603.2K |
 Texas Instruments Incorporated | TXN | 1.2K | $357.68K |
 SPX Technologies, Inc. | SPXC | 1.12K | $274.59K |
 AbbVie Inc. | ABBV | 1.08K | $271.02K |
 Johnson & Johnson | JNJ | 878 | $222.99K |
 Caterpillar Inc. | CAT | 755 | $804K |
 Sterling Infrastructure, Inc. | STRL | 723 | $606.86K |
 Thermo Fisher Scientific Inc. | TMO | 650 | $325.88K |
 W.W. Grainger, Inc. | GWW | 625 | $850.25K |
 Nova Ltd. | NVMI | 430 | $233.47K |
 GE Vernova Inc. | GEV | 377 | $442.92K |