Stock Taper

111 CAPITAL

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML749$1.49M
Bloom Energy CorporationBE797$241.25K
Murphy USA Inc.MUSA833$448.88K
Jabil Inc.JBL841$324.19K
United Therapeutics CorporationUTHR898$486.56K
The Sherwin-Williams CompanySHW918$316.09K
Quanta Services, Inc.PWR928$668.2K
MSCI Inc.MSCI932$521.96K
Onto Innovation Inc.ONTO941$356.12K
The Goldman Sachs Group, Inc.GS953$963.84K
HEICO CorporationHEI979$348.71K
Ryder System, Inc.R996$262.71K
Expedia Group, Inc.EXPE1K$256.65K
Nebius Group N.V.NBIS1.02K$281.14K
Eagle Materials Inc.EXP1.05K$235.57K
TTM Technologies, Inc.TTMI1.08K$202.36K
The Allstate CorporationALL1.1K$260.78K
XPO Logistics, Inc.XPO1.1K$225.41K
Generac Holdings Inc.GNRC1.11K$325.61K
Simpson Manufacturing Co., Inc.SSD1.12K$235.1K