Stock Taper 
WHETSTONE CAPITAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 406 | $807.71K |
 Monolithic Power Systems, Inc. | MPWR | 595 | $822.5K |
 Watsco, Inc. | WSO | 668 | $278.38K |
 Celestica Inc. | CLS | 771 | $281.26K |
 UnitedHealth Group Incorporated | UNH | 811 | $337.08K |
 Cigna Corporation | CI | 899 | $247.84K |
 Johnson & Johnson | JNJ | 1.07K | $271.75K |
 Alphabet Inc. | GOOGL | 1.12K | $398.82K |
 Philip Morris International Inc. | PM | 1.46K | $264.31K |
 Phillips 66 | PSX | 1.47K | $248.33K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.5K | $716.36K |
 3M Company | MMM | 1.71K | $277.19K |
 Vail Resorts, Inc. | MTN | 1.78K | $241.94K |
 Camtek Ltd. | CAMT | 1.8K | $293.62K |
 Blackstone Inc. | BX | 2.28K | $268.76K |
 Apollo Global Management, Inc. | APO | 2.34K | $276.73K |
 NextEra Energy, Inc. | NEE | 2.75K | $241.02K |
 Medtronic plc | MDT | 2.87K | $224.83K |
 Restaurant Brands International Inc. | QSR | 3.38K | $245.3K |
 Altria Group, Inc. | MO | 3.79K | $272.48K |