Stock Taper

TWELVE POINTS WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A5$3.74M
MercadoLibre, Inc.MELI198$336.08K
GE Vernova Inc.GEV209$245.84K
Micron Technology, Inc.MU444$512.57K
CrowdStrike Holdings, Inc.CRWD471$359.44K
Tesla, Inc.TSLA521$218.95K
Meta Platforms, Inc.META554$312.08K
The Home Depot, Inc.HD589$207.6K
The Travelers Companies, Inc.TRV662$218.54K
W.W. Grainger, Inc.GWW768$1.05M
NXP Semiconductors N.V.NXPI812$228.13K
Palo Alto Networks, Inc.PANW872$297.37K
Datadog, Inc.DDOG897$233.54K
Advanced Energy Industries, Inc.AEIS919$342.67K
Eli Lilly and CompanyLLY925$1.11M
Broadcom Inc.AVGO930$351.31K
Cloudflare, Inc.NET1.01K$248.22K
Marvell Technology, Inc.MRVL1.02K$305.34K
Lam Research CorporationLRCX1.19K$513.5K
Lowe's Companies, Inc.LOW1.37K$302.95K