Stock Taper

BOLTWOOD CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V705$241.88K
Moody's CorporationMCO665$301.19K
BlackRock, Inc.BLK641$616.36K
Lam Research CorporationLRCX540$234K
Micron Technology, Inc.MU455$525.2K
Applied Materials, Inc.AMAT350$253.05K
Sandisk CorporationSNDK345$784.44K
GE Vernova Inc.GEV248$291.37K
ASML Holding N.V.ASML215$427.73K