Stock Taper

TRADEWINDS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertiv Holdings CoVRT290$97.1K
CleanSpark, Inc.CLSK285$4.15K
Sysco CorporationSYY276$23.07K
The Allstate CorporationALL275$65.43K
Suncor Energy Inc.SU268$14.39K
Floor & Decor Holdings, Inc.FND267$15.85K
Yum China Holdings, Inc.YUMC266$10.87K
Lithium Americas Corp.LAC265$1.02K
Eli Lilly and CompanyLLY261$313.05K
Kimbell Royalty Partners, LPKRP257$3.73K
Axon Enterprise, Inc.AXON256$143.52K
Rocket Lab USA, Inc.RKLB256$26.02K
AC AVALONBAY CMNTYS INCAVB250$47.17K
PENN Entertainment, Inc.PENN250$5.34K
Atai Beckley Inc.ATAI250$1.32K
UnitedHealth Group IncorporatedUNH247$102.66K
Republic Services, Inc.RSG243$51.78K
Pan American Silver Corp.PAAS235$10.53K
Valero Energy CorporationVLO234$60.94K
GE HealthCare Technologies Inc.GEHC233$14.92K