Stock Taper

ARKADIOS WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monolithic Power Systems, Inc.MPWR637$880.6K
Corpay, Inc.CPAY624$207.96K
MACOM Technology Solutions Holdings, Inc.MTSI614$233.55K
Astera Labs, Inc. Common StockALAB611$295.13K
HEICO CorporationHEI598$212.99K
EnPro Industries, Inc.NPO593$223.45K
Ulta Beauty, Inc.ULTA550$248.04K
W.W. Grainger, Inc.GWW541$736.01K
Carpenter Technology CorporationCRS534$329.63K
Valmont Industries, Inc.VMI533$307.79K
Moog Inc.MOG-A509$215.58K
Sterling Infrastructure, Inc.STRL502$421.36K
Moody's CorporationMCO460$208.43K
Lumentum Holdings Inc.LITE438$375.83K
Ubiquiti Inc.UI407$217.56K
Cavco Industries, Inc.CVCO387$237.76K
Lennox International Inc.LII358$205.26K
TransDigm Group IncorporatedTDG327$435.36K
Curtiss-Wright CorporationCW301$228.1K
Equinix, Inc.EQIX273$284.79K