Stock Taper

SFM, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY209$250.1K
AutoZone, Inc.AZO272$869.3K
Advanced Micro Devices, Inc.AMD389$225.97K
JPMorgan Chase & Co.JPM649$212.58K
Costco Wholesale CorporationCOST682$638.31K
Tesla, Inc.TSLA783$329.33K
Broadcom Inc.AVGO988$373.18K
Analog Devices, Inc.ADI1.08K$428.94K
GE AerospaceGE1.27K$474.6K
S&P Global Inc.SPGI1.29K$523.77K
Linde plcLIN1.46K$759.25K
Exxon Mobil CorporationXOM1.5K$204.94K
ServiceNow, Inc.NOW2.09K$207.79K
Arthur J. Gallagher & Co.AJG2.7K$619.97K
The Home Depot, Inc.HD3.03K$1.07M
Stryker CorporationSYK3.11K$978.41K
Meta Platforms, Inc.META3.24K$1.82M
The Sherwin-Williams CompanySHW3.44K$1.18M
Mastercard IncorporatedMA4.07K$2.09M
Berkshire Hathaway Inc.BRK-B4.67K$2.34M