Stock Taper

VISIONPOINT ADVISORY GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
First Citizens BancShares, Inc.FCNCA107$222.65K
Sandisk CorporationSNDK132$300.13K
Comfort Systems USA, Inc.FIX133$263.6K
Monolithic Power Systems, Inc.MPWR189$261.27K
BlackRock, Inc.BLK217$208.78K
Parker-Hannifin CorporationPH249$243.55K
Nova Ltd.NVMI371$201.43K
ASML Holding N.V.ASML412$819.65K
Medpace Holdings, Inc.MEDP414$219.25K
Vertex Pharmaceuticals IncorporatedVRTX479$237.93K
Sterling Infrastructure, Inc.STRL561$470.88K
Cummins Inc.CMI574$409.4K
Curtiss-Wright CorporationCW585$443.29K
Arm Holdings plc American Depositary SharesARM605$214.51K
Carpenter Technology CorporationCRS626$386.14K
The Goldman Sachs Group, Inc.GS636$643.27K
Analog Devices, Inc.ADI674$267.73K
Valmont Industries, Inc.VMI682$393.92K
RenaissanceRe Holdings Ltd.RNR747$236.72K
GE Vernova Inc.GEV756$888.27K