Stock Taper 
LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Boeing Company | BA | 1.04K | $224.91K |
 Dutch Bros Inc. | BROS | 1.08K | $77.34K |
 Southwest Airlines Co. | LUV | 1.08K | $55.43K |
 Duke Energy Corporation | DUK | 1.1K | $139.24K |
 Visa Inc. | V | 1.11K | $379.46K |
 Alaska Air Group, Inc. | ALK | 1.11K | $57.94K |
 Lam Research Corporation | LRCX | 1.13K | $490.1K |
 McDonald's Corporation | MCD | 1.14K | $309.19K |
 PIMCO Strategic Income Fund | RCS | 1.2K | $6.54K |
 Dr. Reddy's Laboratories Limited | RDY | 1.22K | $17.69K |
 Super Micro Computer, Inc. | SMCI | 1.28K | $37.57K |
 Main Street Capital Corporation | MAIN | 1.3K | $67.6K |
 Dominion Energy, Inc. | D | 1.36K | $93.15K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 1.36K | $135.87K |
 PulteGroup, Inc. | PHM | 1.45K | $198.57K |
 Bristol-Myers Squibb Company | BMY | 1.48K | $85.51K |
 Oracle Corporation | ORCL | 1.52K | $223.53K |
 Palantir Technologies Inc. | PLTR | 1.58K | $184.81K |
 Costco Wholesale Corporation | COST | 1.63K | $1.52M |
 Kinross Gold Corporation | KGC | 1.67K | $39.45K |