Stock Taper 
BOLTWOOD CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 215 | $427.73K |
 GE Vernova Inc. | GEV | 248 | $291.37K |
 Sandisk Corporation | SNDK | 345 | $784.44K |
 Applied Materials, Inc. | AMAT | 350 | $253.05K |
 Micron Technology, Inc. | MU | 455 | $525.2K |
 Lam Research Corporation | LRCX | 540 | $234K |
 BlackRock, Inc. | BLK | 641 | $616.36K |
 Moody's Corporation | MCO | 665 | $301.19K |
 Visa Inc. | V | 705 | $241.88K |
 Texas Instruments Incorporated | TXN | 710 | $211.63K |
 The Goldman Sachs Group, Inc. | GS | 823 | $832.36K |
 CrowdStrike Holdings, Inc. | CRWD | 910 | $694.46K |
 Intuit Inc. | INTU | 1.02K | $265.7K |
 Union Pacific Corporation | UNP | 1.08K | $295.12K |
 GE Aerospace | GE | 1.13K | $421.57K |
 Eaton Corporation plc | ETN | 1.29K | $550.55K |
 Yum! Brands, Inc. | YUM | 1.47K | $234.83K |
 Biogen Inc. | BIIB | 1.49K | $321.71K |
 Nucor Corporation | NUE | 1.5K | $333.01K |
 Costco Wholesale Corporation | COST | 1.76K | $1.65M |