Stock Taper

BROWN MILLER WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML102$202.92K
The Goldman Sachs Group, Inc.GS200$202.27K
Sandisk CorporationSNDK244$554.79K
White Mountains Insurance Group, Ltd.WTM298$618.77K
Comfort Systems USA, Inc.FIX370$733.37K
Thermo Fisher Scientific Inc.TMO403$202.14K
Lumentum Holdings Inc.LITE477$409.3K
Taiwan Semiconductor Manufacturing Company LimitedTSM516$246.43K
Rockwell Automation, Inc.ROK565$279.72K
GE Vernova Inc.GEV675$793.16K
Quanta Services, Inc.PWR708$509.71K
GE AerospaceGE766$286.15K
Nordson CorporationNDSN801$241.62K
EMCOR Group, Inc.EME966$801.75K
Costco Wholesale CorporationCOST977$913.67K
Union Pacific CorporationUNP1.06K$289.47K
The PNC Financial Services Group, Inc.PNC1.08K$266.42K
Applied Materials, Inc.AMAT1.1K$792.43K
Charles River Laboratories International, Inc.CRL1.28K$289.84K
Air Products and Chemicals, Inc.APD1.28K$373.83K