Stock Taper

CLARK ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eaton Corporation plcETN1.36K$581.23K
Advanced Micro Devices, Inc.AMD1.36K$790.04K
Philip Morris International Inc.PM1.33K$241.31K
Cintas CorporationCTAS1.22K$207.5K
Lam Research CorporationLRCX1.12K$486.2K
Palo Alto Networks, Inc.PANW1.03K$352.96K
American Express CompanyAXP1.03K$347.47K
KLA CorporationKLAC1.02K$308.07K
Morgan StanleyMS996$208.2K
Costco Wholesale CorporationCOST987$923.31K
Micron Technology, Inc.MU977$1.13M
Union Pacific CorporationUNP894$243.17K
Cencora, Inc.COR884$250.15K
HEICO CorporationHEI837$298.13K
Howmet Aerospace Inc.HWM827$222.35K
Nebius Group N.V.NBIS787$217.35K
Chubb LimitedCB780$265.78K
Primerica, Inc.PRI769$218.55K
Eli Lilly and CompanyLLY756$906.77K
Texas Instruments IncorporatedTXN753$224.45K