Stock Taper 
LEEWARD FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 253 | $286.62K |
 CrowdStrike Holdings, Inc. | CRWD | 269 | $205.28K |
 Comfort Systems USA, Inc. | FIX | 272 | $539.09K |
 Applied Materials, Inc. | AMAT | 293 | $211.84K |
 Advanced Micro Devices, Inc. | AMD | 410 | $238.17K |
 Micron Technology, Inc. | MU | 499 | $575.99K |
 Tesla, Inc. | TSLA | 553 | $232.59K |
 Dell Technologies Inc. | DELL | 553 | $238.6K |
 Eli Lilly and Company | LLY | 659 | $790.42K |
 The Home Depot, Inc. | HD | 719 | $253.63K |
 Stryker Corporation | SYK | 787 | $247.92K |
 International Business Machines Corporation | IBM | 803 | $225.81K |
 McDonald's Corporation | MCD | 950 | $256.8K |
 Eaton Corporation plc | ETN | 992 | $422.71K |
 Celestica Inc. | CLS | 1.03K | $377.2K |
 Howmet Aerospace Inc. | HWM | 1.18K | $316.45K |
 Berkshire Hathaway Inc. | BRK-B | 1.25K | $622.92K |
 NXP Semiconductors N.V. | NXPI | 1.25K | $352.41K |
 AbbVie Inc. | ABBV | 1.27K | $319.83K |
 Morgan Stanley | MS | 1.28K | $267.78K |