Stock Taper 
SILVERLEAFE CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Qnity Electronics, Inc. | Q | 2.6K | $424.12K |
 Tower Semiconductor Ltd. | TSEM | 2.86K | $745.43K |
 ProShares UltraPro QQQ | TQQQ | 2.92K | $236.44K |
 AutoZone, Inc. | AZO | 2.97K | $9.48M |
 AXT, Inc. | AXTI | 3.25K | $234.26K |
 Nebius Group N.V. | NBIS | 3.38K | $934.3K |
 Applied Optoelectronics, Inc. | AAOI | 3.64K | $538.92K |
 United Parcel Service, Inc. | UPS | 3.71K | $398.96K |
 CBRE Group, Inc. | CBRE | 3.72K | $500.51K |
 Service Corporation International | SCI | 3.75K | $284.85K |
 Lam Research Corporation | LRCX | 4.31K | $1.87M |
 Broadcom Inc. | AVGO | 4.33K | $1.64M |
 CMS Energy Corporation | CMS | 5K | $382.5K |
 Amazon.com, Inc. | AMZN | 5K | $1.19M |
 Micron Technology, Inc. | MU | 5.31K | $6.13M |
 Vertiv Holdings Co | VRT | 6.18K | $2.07M |
 Chevron Corporation | CVX | 6.5K | $1.08M |
 3M Company | MMM | 7K | $1.13M |
 Vistra Corp. | VST | 7.48K | $1.19M |
 KLA Corporation | KLAC | 7.64K | $2.31M |