Stock Taper 
BELLWETHER ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cisco Systems, Inc. | CSCO | 2.79K | $327.71K |
 Eli Lilly and Company | LLY | 2.79K | $3.35M |
 Alphabet Inc. | GOOGL | 2.87K | $1.03M |
 Quanta Services, Inc. | PWR | 3.39K | $2.44M |
 Lam Research Corporation | LRCX | 3.44K | $1.49M |
 Marriott International, Inc. | MAR | 3.87K | $1.43M |
 Oracle Corporation | ORCL | 4.33K | $633.98K |
 EMCOR Group, Inc. | EME | 4.43K | $3.68M |
 Tesla, Inc. | TSLA | 4.49K | $1.89M |
 Meta Platforms, Inc. | META | 4.49K | $2.53M |
 Royal Caribbean Cruises Ltd. | RCL | 4.5K | $1.43M |
 Curtiss-Wright Corporation | CW | 4.55K | $3.45M |
 Marvell Technology, Inc. | MRVL | 4.64K | $1.38M |
 Steel Dynamics, Inc. | STLD | 4.95K | $1.13M |
 NVIDIA Corporation | NVDA | 5.29K | $1.06M |
 Nucor Corporation | NUE | 5.37K | $1.2M |
 Cigna Corporation | CI | 5.54K | $1.53M |
 Werner Enterprises, Inc. | WERN | 5.78K | $252.24K |
 United Rentals, Inc. | URI | 5.84K | $6.62M |
 Micron Technology, Inc. | MU | 5.84K | $6.74M |