Stock Taper 
TWELVE POINTS WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snap-on Incorporated | SNA | 2.15K | $864.46K |
 UnitedHealth Group Incorporated | UNH | 2.13K | $885.33K |
 Cummins Inc. | CMI | 2.06K | $1.47M |
 NVIDIA Corporation | NVDA | 2.06K | $411.32K |
 Palantir Technologies Inc. | PLTR | 1.96K | $228.42K |
 Qualys, Inc. | QLYS | 1.83K | $251.61K |
 Commvault Systems, Inc. | CVLT | 1.74K | $246.19K |
 Zscaler, Inc. | ZS | 1.5K | $211.44K |
 Arista Networks, Inc. | ANET | 1.45K | $246.67K |
 Lowe's Companies, Inc. | LOW | 1.37K | $302.95K |
 Lam Research Corporation | LRCX | 1.19K | $513.5K |
 Marvell Technology, Inc. | MRVL | 1.02K | $305.34K |
 Cloudflare, Inc. | NET | 1.01K | $248.22K |
 Broadcom Inc. | AVGO | 930 | $351.31K |
 Eli Lilly and Company | LLY | 925 | $1.11M |
 Advanced Energy Industries, Inc. | AEIS | 919 | $342.67K |
 Datadog, Inc. | DDOG | 897 | $233.54K |
 Palo Alto Networks, Inc. | PANW | 872 | $297.37K |
 NXP Semiconductors N.V. | NXPI | 812 | $228.13K |
 W.W. Grainger, Inc. | GWW | 768 | $1.05M |