Stock Taper 
OXINAS PARTNERS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 232 | $216.82K |
 Lumentum Holdings Inc. | LITE | 392 | $336.36K |
 Argan, Inc. | AGX | 420 | $335.33K |
 Dycom Industries, Inc. | DY | 477 | $241.17K |
 Cummins Inc. | CMI | 489 | $348.58K |
 Lam Research Corporation | LRCX | 495 | $214.5K |
 The Goldman Sachs Group, Inc. | GS | 505 | $510.72K |
 Caterpillar Inc. | CAT | 549 | $584.84K |
 Advanced Micro Devices, Inc. | AMD | 611 | $354.94K |
 Western Digital Corporation | WDC | 626 | $399.86K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 675 | $256.75K |
 The Home Depot, Inc. | HD | 785 | $276.99K |
 Ubiquiti Inc. | UI | 815 | $435.23K |
 Berkshire Hathaway Inc. | BRK-B | 996 | $498.39K |
 Sterling Infrastructure, Inc. | STRL | 1.11K | $934.21K |
 UnitedHealth Group Incorporated | UNH | 1.19K | $492.38K |
 AppLovin Corporation | APP | 1.24K | $639.35K |
 Intel Corp. | INTC | 1.44K | $201.21K |
 Avis Budget Group, Inc. | CAR | 1.67K | $246.28K |
 Exxon Mobil Corporation | XOM | 1.85K | $253.21K |