Stock Taper 
TLWM
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 5.69K | $1.95M |
 Zscaler, Inc. | ZS | 4.89K | $690.65K |
 The Coca-Cola Company | KO | 4.86K | $394.81K |
 ConocoPhillips | COP | 4.79K | $497.97K |
 Globe Life Inc. | GL | 4.7K | $839.8K |
 General Dynamics Corporation | GD | 4.54K | $1.61M |
 NXP Semiconductors N.V. | NXPI | 4.39K | $1.23M |
 Carpenter Technology Corporation | CRS | 4.34K | $2.68M |
 Meta Platforms, Inc. | META | 4.32K | $2.43M |
 Netflix, Inc. | NFLX | 3.75K | $267.75K |
 Constellation Brands, Inc. | STZ | 3.54K | $492.38K |
 UnitedHealth Group Incorporated | UNH | 3.41K | $1.42M |
 McDonald's Corporation | MCD | 3.16K | $853.1K |
 Natera, Inc. | NTRA | 2.97K | $807.02K |
 Applied Materials, Inc. | AMAT | 2.73K | $1.97M |
 Eaton Corporation plc | ETN | 2.54K | $1.08M |
 Ciena Corporation | CIEN | 2.53K | $1.24M |
 Berkshire Hathaway Inc. | BRK-B | 2.06K | $1.03M |
 Alphabet Inc. | GOOG | 1.77K | $624.34K |
 Broadcom Inc. | AVGO | 801 | $302.58K |