Stock Taper 
SHEARWATER CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Cummins Inc. | CMI | 500 | $356.61K |
 Deere & Company | DE | 692 | $438.75K |
 Broadcom Inc. | AVGO | 850 | $321.09K |
 Moody's Corporation | MCO | 964 | $436.7K |
 Cloudflare, Inc. | NET | 1.04K | $255.09K |
 Marriott International, Inc. | MAR | 1.1K | $408.39K |
 The Boeing Company | BA | 1.16K | $251.1K |
 JPMorgan Chase & Co. | JPM | 1.39K | $454.66K |
 Humana Inc. | HUM | 1.59K | $630.56K |
 STERIS plc | STE | 1.69K | $356.76K |
 Exxon Mobil Corporation | XOM | 1.73K | $236.66K |
 Adobe Inc. | ADBE | 2.02K | $413.32K |
 Apple Inc. | AAPL | 2.46K | $713.27K |
 Oracle Corporation | ORCL | 2.88K | $422.79K |
 Alphabet Inc. | GOOG | 3.04K | $1.07M |
 Tesla, Inc. | TSLA | 4.52K | $1.9M |
 NVIDIA Corporation | NVDA | 6.47K | $1.29M |
 Affirm Holdings, Inc. | AFRM | 7K | $570.85K |
 Steel Dynamics, Inc. | STLD | 7.29K | $1.67M |