IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

1015 Capital Partners, LLC

Q2 2026 Holdings

Filed 2026-07-21 | 609 holdings | $119.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Airbnb Inc COM CL A(ABNB)Stock009066101$2.4K170.0%
Emerson Elec Co COM(EMR)Stock291011104$2.4K170.0%
Williams COS Inc COM(WMB)Stock969457100$2.5K330.0%
Ciena Corp COM New(CIEN)Stock171779309$2.5K50.0%
Oneok Inc New COM(OKE)Stock682680103$2.5K290.0%
Fifth Third Bancorp COM(FITB)Stock316773100$2.6K460.0%
Marriott Intl Inc New CL A(MAR)Stock571903202$2.6K70.0%
Fastenal Co COM(FAST)Stock311900104$2.6K540.0%
M & T BK Corp COM(MTB)Stock55261F104$2.6K110.0%
Cheniere Energy Inc COM New(LNG)Stock16411R208$2.6K110.0%
Tyson Foods Inc CL A(TSN)Stock902494103$2.6K460.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$2.7K1500.0%
Transdigm Group Inc COM(TDG)Stock893641100$2.7K20.0%
Synopsys Inc COM(SNPS)Stock871607107$2.7K60.0%
WW Grainger Inc COM(GWW)Stock384802104$2.7K20.0%
DTE Energy Co COM(DTE)Stock233331107$2.7K180.0%
Coherent Corp COM(COHR)Stock19247G107$2.8K70.0%
Monolithic PWR SYS Inc COM(MPWR)Stock609839105$2.8K20.0%
Corteva Inc COM(CTVA)Stock22052L104$2.8K330.0%
Keysight Technologies Inc COM(KEYS)Stock49338L103$2.8K80.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$2.9K130.0%
Ford MTR Co COM(F)Stock345370860$3.0K2140.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$3.0K240.0%
Labcorp Holdings Inc COM SHS(LH)Stock504922105$3.1K110.0%
Jabil Inc COM(JBL)Stock466313103$3.1K80.0%
NXP Semiconductors N V COM(NXPI)StockN6596X109$3.1K110.0%
Autozone Inc COM(AZO)Stock053332102$3.2K10.0%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$3.2K260.0%
Targa RES Corp COM(TRGP)Stock87612G101$3.2K120.0%
Warner Bros Discovery Inc COM SER A(WBD)Stock934423104$3.3K1220.0%
Occidental Pete Corp COM(OXY)Stock674599105$3.3K670.0%
Progressive Corp COM(PGR)Stock743315103$3.3K150.0%
Expedia Group Inc COM New(EXPE)Stock30212P303$3.3K130.0%
Teradyne Inc COM(TER)Stock880770102$3.4K70.0%
Target Corp COM(TGT)Stock87612E106$3.4K260.0%
Vertex Pharmaceuticals Inc COM(VRTX)Stock92532F100$3.5K70.0%
Starbucks Corp COM(SBUX)Stock855244109$3.6K350.0%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$3.6K90.0%
Quanta Svcs Inc COM(PWR)Stock74762E102$3.6K50.0%
Mckesson Corp COM(MCK)Stock58155Q103$3.8K50.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$3.8K50.0%
Ross Stores Inc COM(ROST)Stock778296103$3.8K180.0%
Elevance Health Inc Formerly A COM(ELV)Stock036752103$3.9K100.0%
Ebay Inc. COM(EBAY)Stock278642103$3.9K350.0%
Devon Energy Corp New COM(DVN)Stock25179M103$4.1K1000.0%
Flex LTD ORD(FLEX)StockY2573F102$4.2K260.0%
Travelers Companies Inc COM(TRV)Stock89417E109$4.3K130.0%
The Cigna Group COM(CI)Stock125523100$4.4K160.0%
Royal Caribbean Group COM(RCL)StockV7780T103$4.4K140.0%
Delta AIR Lines Inc COM New(DAL)Stock247361702$4.5K480.0%
PreviousPage 7 of 13Next