Stock Taper 
LEEWARD FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 6.13K | $897.76K |
 Cummins Inc. | CMI | 6.76K | $4.82M |
 Lam Research Corporation | LRCX | 7.22K | $3.13M |
 Teradyne, Inc. | TER | 7.72K | $3.73M |
 The Goldman Sachs Group, Inc. | GS | 8.26K | $8.35M |
 Costco Wholesale Corporation | COST | 9.09K | $8.51M |
 Starbucks Corporation | SBUX | 9.73K | $994.1K |
 AppLovin Corporation | APP | 10.81K | $5.57M |
 Amphenol Corporation | APH | 12.2K | $2.15M |
 UnitedHealth Group Incorporated | UNH | 12.41K | $5.16M |
 Marriott International, Inc. | MAR | 12.48K | $4.63M |
 Netflix, Inc. | NFLX | 12.5K | $892.5K |
 Broadcom Inc. | AVGO | 14.4K | $5.44M |
 JPMorgan Chase & Co. | JPM | 16.99K | $5.56M |
 Ecolab Inc. | ECL | 18.34K | $5.11M |
 Vertiv Holdings Co | VRT | 18.94K | $6.34M |
 Natera, Inc. | NTRA | 19.55K | $5.31M |
 Alphabet Inc. | GOOGL | 32.91K | $11.76M |
 NVIDIA Corporation | NVDA | 39.61K | $7.93M |
 Adaptive Biotechnologies Corporation | ADPT | 41.4K | $888.03K |