Stock Taper 
CYPRESS POINT WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 Comfort Systems USA, Inc. | FIX | 165 | $327.02K |
 Seagate Technology Holdings plc | STX | 257 | $248K |
 The Goldman Sachs Group, Inc. | GS | 258 | $261.07K |
 Argan, Inc. | AGX | 270 | $215.61K |
 Costco Wholesale Corporation | COST | 393 | $367.64K |
 GE Vernova Inc. | GEV | 434 | $509.89K |
 Moody's Corporation | MCO | 460 | $208.34K |
 Western Digital Corporation | WDC | 469 | $299.56K |
 Caterpillar Inc. | CAT | 522 | $555.88K |
 GE Aerospace | GE | 556 | $207.72K |
 AppLovin Corporation | APP | 564 | $290.59K |
 Elevance Health Inc. | ELV | 610 | $235.91K |
 Eli Lilly and Company | LLY | 637 | $764.04K |
 Vertiv Holdings Co | VRT | 737 | $246.76K |
 CrowdStrike Holdings, Inc. | CRWD | 758 | $578.46K |
 American Express Company | AXP | 825 | $279.06K |
 Marathon Petroleum Corporation | MPC | 1.05K | $268.2K |
 Dell Technologies Inc. | DELL | 1.05K | $454.76K |
 Valero Energy Corporation | VLO | 1.1K | $287.53K |