Stock Taper

TWELVE POINTS WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arista Networks, Inc.ANET1.45K$246.67K
Zscaler, Inc.ZS1.5K$211.44K
Commvault Systems, Inc.CVLT1.74K$246.19K
Qualys, Inc.QLYS1.83K$251.61K
Palantir Technologies Inc.PLTR1.96K$228.42K
NVIDIA CorporationNVDA2.06K$411.32K
Cummins Inc.CMI2.06K$1.47M
UnitedHealth Group IncorporatedUNH2.13K$885.33K
Snap-on IncorporatedSNA2.15K$864.46K
Berkshire Hathaway Inc.BRK-B2.29K$1.15M
Aon plcAON2.48K$822.55K
Walmart Inc.WMT2.64K$298.67K
John B. Sanfilippo & Son, Inc.JBSS2.64K$227.19K
Automatic Data Processing, Inc.ADP2.75K$614.97K
Danaher CorporationDHR2.83K$539.25K
Acuity Brands, Inc.AYI2.85K$1.07M
Rubrik, Inc.RBRK2.91K$233.45K
The Walt Disney CompanyDIS3.22K$309.84K
Amgen Inc.AMGN3.23K$1.17M
Amazon.com, Inc.AMZN3.32K$791.34K