Stock Taper

TRADEWINDS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Waste Management, Inc.WM606$135.07K
Expeditors International of Washington, Inc.EXPD600$97.79K
Arista Networks, Inc.ANET564$95.81K
American Healthcare REIT, Inc.AHR563$29.36K
Caterpillar Inc.CAT559$595.77K
O'Reilly Automotive, Inc.ORLY525$48.35K
Warner Bros. Discovery, Inc.WBD523$13.94K
Taiwan Semiconductor Manufacturing Company LimitedTSM514$245.47K
Eastman Kodak CompanyKODK500$4.63K
W.W. Grainger, Inc.GWW500$680.2K
Annaly Capital Management, Inc.NLY500$11.18K
ImmunityBio, Inc.IBRX500$4.38K
Lam Research CorporationLRCX500$216.66K
Morgan StanleyMS469$98.04K
Applied Materials, Inc.AMAT468$338.39K
Aflac IncorporatedAFL456$53.52K
Deere & CompanyDE435$275.93K
Edwards Lifesciences CorporationEW425$38.45K
Barrick Mining CorporationB424$15.57K
Freeport-McMoRan Inc.FCX400$25.16K