Stock Taper 
TRADEWINDS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 468 | $338.39K |
 Morgan Stanley | MS | 469 | $98.04K |
 W.W. Grainger, Inc. | GWW | 500 | $680.2K |
 Eastman Kodak Company | KODK | 500 | $4.63K |
 Lam Research Corporation | LRCX | 500 | $216.66K |
 ImmunityBio, Inc. | IBRX | 500 | $4.38K |
 Annaly Capital Management, Inc. | NLY | 500 | $11.18K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 514 | $245.47K |
 Warner Bros. Discovery, Inc. | WBD | 523 | $13.94K |
 O'Reilly Automotive, Inc. | ORLY | 525 | $48.35K |
 Caterpillar Inc. | CAT | 559 | $595.77K |
 American Healthcare REIT, Inc. | AHR | 563 | $29.36K |
 Arista Networks, Inc. | ANET | 564 | $95.81K |
 Expeditors International of Washington, Inc. | EXPD | 600 | $97.79K |
 Waste Management, Inc. | WM | 606 | $135.07K |
 BP p.l.c. | BP | 615 | $22.72K |
 The Charles Schwab Corporation | SCHW | 623 | $57.47K |
 New Jersey Resources Corporation | NJR | 623 | $34.91K |
 The Home Depot, Inc. | HD | 658 | $232.06K |
 Johnson Controls International plc | JCI | 668 | $97.6K |