Stock Taper

CYPRESS POINT WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V2.26K$774.24K
Tesla, Inc.TSLA2.27K$955.6K
Merck & Co., Inc.MRK2.34K$301.11K
Applied Materials, Inc.AMAT2.4K$1.73M
Alphabet Inc.GOOG2.54K$895.75K
CVS Health Corp.CVS2.65K$274.04K
KKR & Co. Inc.KKR2.72K$249.28K
Robinhood Markets, Inc.HOOD2.79K$279.98K
NextEra Energy, Inc.NEE3K$263.31K
Etsy, Inc.ETSY3.14K$236.39K
Sysco CorporationSYY3.31K$276.32K
Walmart Inc.WMT3.36K$380.79K
Uber Technologies, Inc.UBER3.65K$263.31K
Deere & CompanyDE3.76K$2.39M
Loews CorporationL3.8K$430.31K
Altria Group, Inc.MO3.82K$274.63K
Citigroup Inc.C4.48K$626.75K
Exelon CorporationEXC4.55K$212.26K
Broadcom Inc.AVGO4.62K$1.75M
Meta Platforms, Inc.META4.93K$2.78M