Stock Taper

BELLWETHER ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Marvell Technology, Inc.MRVL4.64K$1.38M
Curtiss-Wright CorporationCW4.55K$3.45M
Royal Caribbean Cruises Ltd.RCL4.5K$1.43M
Meta Platforms, Inc.META4.49K$2.53M
Tesla, Inc.TSLA4.49K$1.89M
EMCOR Group, Inc.EME4.43K$3.68M
Oracle CorporationORCL4.33K$633.98K
Marriott International, Inc.MAR3.87K$1.43M
Lam Research CorporationLRCX3.44K$1.49M
Quanta Services, Inc.PWR3.39K$2.44M
Alphabet Inc.GOOGL2.87K$1.03M
Eli Lilly and CompanyLLY2.79K$3.35M
Cisco Systems, Inc.CSCO2.79K$327.71K
Seagate Technology Holdings plcSTX2.76K$2.66M
United Therapeutics CorporationUTHR2.67K$1.45M
Trane Technologies plcTT2.47K$1.21M
United Airlines Holdings, Inc.UAL2.42K$328.55K
The Charles Schwab CorporationSCHW2.29K$211.11K
Northrop Grumman CorporationNOC2.29K$1.17M
Exxon Mobil CorporationXOM2.28K$311.45K