Stock Taper 
THOMA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 225 | $259.71K |
 Advanced Micro Devices, Inc. | AMD | 400 | $232.36K |
 Visa Inc. | V | 654 | $224.38K |
 Air Products and Chemicals, Inc. | APD | 889 | $260.64K |
 Eli Lilly and Company | LLY | 1.04K | $1.25M |
 The Home Depot, Inc. | HD | 1.11K | $390.56K |
 Broadcom Inc. | AVGO | 1.25K | $471.7K |
 AbbVie Inc. | ABBV | 1.7K | $428.76K |
 Berkshire Hathaway Inc. | BRK-B | 1.96K | $980.26K |
 JPMorgan Chase & Co. | JPM | 2K | $653.51K |
 Meta Platforms, Inc. | META | 2.16K | $1.22M |
 Amgen Inc. | AMGN | 2.19K | $794.37K |
 Eaton Corporation plc | ETN | 2.44K | $1.04M |
 Tesla, Inc. | TSLA | 2.62K | $1.1M |
 Alphabet Inc. | GOOG | 2.77K | $977.35K |
 Public Service Enterprise Group Incorporated | PEG | 3K | $243.24K |
 RTX Corporation | RTX | 3.4K | $645.65K |
 Oracle Corporation | ORCL | 3.58K | $524.35K |
 Cheniere Energy, Inc. | LNG | 3.8K | $907.49K |
 The Boeing Company | BA | 4K | $866.21K |