Stock Taper

KEEL POINT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A12$8.99M
Comfort Systems USA, Inc.FIX144$285.41K
Monolithic Power Systems, Inc.MPWR258$356.67K
Equinix, Inc.EQIX265$276.32K
EMCOR Group, Inc.EME305$253.17K
Martin Marietta Materials, Inc.MLM348$200.72K
Regeneron Pharmaceuticals, Inc.REGN348$217K
IDEXX Laboratories, Inc.IDXX424$223.25K
Moody's CorporationMCO466$210.85K
Axon Enterprise, Inc.AXON480$269.09K
MSCI Inc.MSCI515$288.26K
Synopsys, Inc.SNPS528$235.53K
Marriott International, Inc.MAR540$200.14K
BlackRock, Inc.BLK563$541.41K
Teradyne, Inc.TER590$285.48K
AppLovin CorporationAPP594$306.06K
Sandisk CorporationSNDK607$1.38M
United Rentals, Inc.URI612$693.35K
Aon plcAON636$211.07K
McKesson CorporationMCK645$487.39K