Stock Taper

KEEL POINT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Seagate Technology Holdings plcSTX654$631.53K
AutoZone, Inc.AZO668$2.13M
ASML Holding N.V.ASML669$1.33M
Coherent, Inc.COHR693$273.37K
Parker-Hannifin CorporationPH731$715.46K
Ulta Beauty, Inc.ULTA738$332.82K
Credo Technology Group Holding LtdCRDO755$205.32K
CrowdStrike Holdings, Inc.CRWD773$589.66K
Western Digital CorporationWDC851$543.56K
Hilton Worldwide Holdings Inc.HLT861$284.39K
Vertiv Holdings CoVRT902$302.01K
Royal Caribbean Cruises Ltd.RCL943$299.55K
Cummins Inc.CMI972$693K
Take-Two Interactive Software, Inc.TTWO973$243.23K
Vertex Pharmaceuticals IncorporatedVRTX1K$496.55K
Rockwell Automation, Inc.ROK1.01K$499.69K
The Goldman Sachs Group, Inc.GS1.02K$1.03M
Zebra Technologies CorporationZBRA1.03K$271.95K
Dell Technologies Inc.DELL1.07K$460.68K
Deere & CompanyDE1.07K$680.24K