Stock Taper

TOWERCREST CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK195$443.38K
GE Vernova Inc.GEV275$323.09K
Applied Materials, Inc.AMAT282$203.89K
Eli Lilly and CompanyLLY314$376.62K
Advanced Micro Devices, Inc.AMD373$216.68K
Costco Wholesale CorporationCOST385$360.1K
Rockwell Automation, Inc.ROK413$204.47K
Lam Research CorporationLRCX480$208K
Tesla, Inc.TSLA571$240.16K
Western Digital CorporationWDC586$374.29K
Taiwan Semiconductor Manufacturing Company LimitedTSM650$310.42K
Dell Technologies Inc.DELL674$290.8K
Berkshire Hathaway Inc.BRK-B709$354.78K
UnitedHealth Group IncorporatedUNH770$320.04K
Trane Technologies plcTT871$427.8K
Linde plcLIN893$463.41K
The PNC Financial Services Group, Inc.PNC978$240.8K
RTX CorporationRTX1.12K$212.46K
Flex Ltd.FLEX1.31K$212.31K
Broadcom Inc.AVGO1.5K$565.11K