Stock Taper 
WAYPOINT WEALTH COUNSEL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MasTec, Inc. | MTZ | 596 | $247.97K |
 Cummins Inc. | CMI | 502 | $357.98K |
 Applied Materials, Inc. | AMAT | 429 | $310.1K |
 Comfort Systems USA, Inc. | FIX | 380 | $753.14K |
 Eli Lilly and Company | LLY | 324 | $388.62K |
 GE Vernova Inc. | GEV | 311 | $365.38K |
 EMCOR Group, Inc. | EME | 306 | $253.94K |
 Lumentum Holdings Inc. | LITE | 266 | $228.24K |
 Sandisk Corporation | SNDK | 230 | $522.96K |
 Costco Wholesale Corporation | COST | 220 | $205.6K |