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Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Zoetis Inc.ZTS1.54K$111.02K
Vulcan Materials CompanyVMC1.54K$455.2K
Leidos Holdings, Inc.LDOS1.51K$155.38K
Verizon Communications Inc.VZ1.51K$63.81K
Badger Meter, Inc.BMI1.5K$222.9K
VeriSign, Inc.VRSN1.48K$372.56K
Norfolk Southern CorporationNSC1.48K$465.28K
State Street CorporationSTT1.48K$250.16K
Amgen Inc.AMGN1.36K$492.85K
The Progressive CorporationPGR1.34K$292.94K
Archer Aviation Inc.ACHR1.32K$5.72K
ICON Public Limited CompanyICLR1.3K$226.02K
Silicon Laboratories Inc.SLAB1.14K$249.16K
Adobe Inc.ADBE1.05K$214.68K
The Hershey CompanyHSY1.03K$180.36K
Advanced Drainage Systems, Inc.WMS1K$156.96K
Alcon Inc.ALC1K$67.69K
Autodesk, Inc.ADSK977$189.95K
Moody's CorporationMCO893$404.46K
Cummins Inc.CMI883$629.76K