Stock Taper 
CLARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HEICO Corporation | HEI | 837 | $298.13K |
 Cencora, Inc. | COR | 884 | $250.15K |
 Union Pacific Corporation | UNP | 894 | $243.17K |
 Micron Technology, Inc. | MU | 977 | $1.13M |
 Costco Wholesale Corporation | COST | 987 | $923.31K |
 Morgan Stanley | MS | 996 | $208.2K |
 KLA Corporation | KLAC | 1.02K | $308.07K |
 American Express Company | AXP | 1.03K | $347.47K |
 Palo Alto Networks, Inc. | PANW | 1.03K | $352.96K |
 Lam Research Corporation | LRCX | 1.12K | $486.2K |
 Cintas Corporation | CTAS | 1.22K | $207.5K |
 Philip Morris International Inc. | PM | 1.33K | $241.31K |
 Advanced Micro Devices, Inc. | AMD | 1.36K | $790.04K |
 Eaton Corporation plc | ETN | 1.36K | $581.23K |
 GE Aerospace | GE | 1.39K | $518.37K |
 Booking Holdings Inc. | BKNG | 1.43K | $255.24K |
 Williams-Sonoma, Inc. | WSM | 1.44K | $336.6K |
 Caterpillar Inc. | CAT | 1.45K | $1.55M |
 Johnson Controls International plc | JCI | 1.49K | $218.14K |
 RTX Corporation | RTX | 1.59K | $302.24K |