Stock Taper 
WAYPOINT WEALTH COUNSEL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 220 | $205.6K |
 Sandisk Corporation | SNDK | 230 | $522.96K |
 Lumentum Holdings Inc. | LITE | 266 | $228.24K |
 EMCOR Group, Inc. | EME | 306 | $253.94K |
 GE Vernova Inc. | GEV | 311 | $365.38K |
 Eli Lilly and Company | LLY | 324 | $388.62K |
 Comfort Systems USA, Inc. | FIX | 380 | $753.14K |
 Applied Materials, Inc. | AMAT | 429 | $310.1K |
 Cummins Inc. | CMI | 502 | $357.98K |
 MasTec, Inc. | MTZ | 596 | $247.97K |
 GE Aerospace | GE | 611 | $228.35K |
 Advanced Micro Devices, Inc. | AMD | 628 | $364.81K |
 Meta Platforms, Inc. | META | 654 | $368.49K |
 General Dynamics Corporation | GD | 680 | $240.88K |
 International Business Machines Corporation | IBM | 729 | $205K |
 Lockheed Martin Corporation | LMT | 755 | $384.47K |
 UnitedHealth Group Incorporated | UNH | 774 | $321.7K |
 Regeneron Pharmaceuticals, Inc. | REGN | 777 | $484.49K |
 Western Digital Corporation | WDC | 818 | $522.47K |
 Keysight Technologies, Inc. | KEYS | 856 | $299.66K |