Stock Taper

ALMANACK INVESTMENT PARTNERS, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Equinix, Inc.EQIX966$1.01M
CrowdStrike Holdings, Inc.CRWD970$740.25K
Arm Holdings plc American Depositary SharesARM975$345.71K
Applied Materials, Inc.AMAT1.22K$885.26K
S&P Global Inc.SPGI1.35K$550.62K
Lam Research CorporationLRCX1.49K$646.04K
Valero Energy CorporationVLO1.49K$388.2K
Royal Gold, Inc.RGLD1.5K$299.21K
Phillips 66PSX1.59K$269K
Capital One Financial CorporationCOF1.64K$329.82K
The Home Depot, Inc.HD1.65K$581.95K
Arista Networks, Inc.ANET1.66K$281.49K
Morgan StanleyMS1.7K$354.57K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.8K$859.63K
Astera Labs, Inc. Common StockALAB1.82K$878.13K
DT Midstream, Inc.DTM1.87K$274.4K
Cirrus Logic, Inc.CRUS1.88K$279.09K
Eaton Corporation plcETN2.06K$879.94K
Aon plcAON2.07K$687.26K
CVS Health Corp.CVS2.08K$215.24K