Stock Taper 
LEEWARD FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 7.22K | $3.13M |
 Cummins Inc. | CMI | 6.76K | $4.82M |
 Oracle Corporation | ORCL | 6.13K | $897.76K |
 Interactive Brokers Group, Inc. | IBKR | 5.53K | $481.07K |
 Palantir Technologies Inc. | PLTR | 5.22K | $609.37K |
 PACCAR Inc | PCAR | 5K | $600.12K |
 Meta Platforms, Inc. | META | 4.11K | $2.32M |
 Arista Networks, Inc. | ANET | 3.93K | $667.8K |
 Donaldson Company, Inc. | DCI | 3.48K | $312.58K |
 Visa Inc. | V | 3.47K | $1.19M |
 Intuitive Surgical, Inc. | ISRG | 3.32K | $1.32M |
 The PNC Financial Services Group, Inc. | PNC | 2.7K | $663.81K |
 ServiceNow, Inc. | NOW | 2.68K | $265.97K |
 Shopify Inc. | SHOP | 2.46K | $280.88K |
 Axon Enterprise, Inc. | AXON | 2.46K | $1.38M |
 Regal Rexnord Corporation | RRX | 2.24K | $534.26K |
 Merck & Co., Inc. | MRK | 2.13K | $273.83K |
 The Boeing Company | BA | 2.06K | $445.98K |
 Broadridge Financial Solutions, Inc. | BR | 2K | $273.9K |
 Arthur J. Gallagher & Co. | AJG | 1.56K | $358.13K |