Stock Taper 
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 240 | $277.05K |
 Monolithic Power Systems, Inc. | MPWR | 427 | $590.27K |
 Advanced Micro Devices, Inc. | AMD | 443 | $257.34K |
 AppLovin Corporation | APP | 464 | $239.07K |
 GE Aerospace | GE | 677 | $253.01K |
 Lockheed Martin Corporation | LMT | 678 | $345.41K |
 Tesla, Inc. | TSLA | 759 | $319.24K |
 Eaton Corporation plc | ETN | 787 | $335.36K |
 Cigna Corporation | CI | 819 | $225.78K |
 Alphabet Inc. | GOOGL | 956 | $341.69K |
 Alpha Metallurgical Resources, Inc. | AMR | 1.23K | $202.22K |
 AbbVie Inc. | ABBV | 1.3K | $326.88K |
 Applied Materials, Inc. | AMAT | 1.36K | $984K |
 The Procter & Gamble Company | PG | 1.39K | $203.54K |
 First Solar, Inc. | FSLR | 1.5K | $354.88K |
 Eli Lilly and Company | LLY | 1.56K | $1.87M |
 Qnity Electronics, Inc. | Q | 1.7K | $277.46K |
 Broadcom Inc. | AVGO | 1.79K | $678.16K |
 Waste Connections, Inc. | WCN | 1.98K | $330.38K |
 TransDigm Group Incorporated | TDG | 2.24K | $2.99M |