Stock Taper 
BELLWETHER ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 2.04K | $1.46M |
 The Sherwin-Williams Company | SHW | 1.85K | $636.65K |
 Costco Wholesale Corporation | COST | 1.64K | $1.54M |
 Sandisk Corporation | SNDK | 1.54K | $3.5M |
 Caterpillar Inc. | CAT | 1.32K | $1.41M |
 Comfort Systems USA, Inc. | FIX | 1.23K | $2.44M |
 GE Vernova Inc. | GEV | 1.19K | $1.4M |
 Union Pacific Corporation | UNP | 1.11K | $301.65K |
 American Express Company | AXP | 954 | $322.69K |
 Visa Inc. | V | 824 | $282.71K |
 Eaton Corporation plc | ETN | 515 | $219.45K |
 Advanced Micro Devices, Inc. | AMD | 353 | $205.06K |
 W.W. Grainger, Inc. | GWW | 190 | $258.48K |