Stock Taper 
CLAY NORTHAM WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 265 | $317.85K |
 Parker-Hannifin Corporation | PH | 277 | $270.94K |
 AppLovin Corporation | APP | 438 | $225.67K |
 Micron Technology, Inc. | MU | 453 | $522.89K |
 Costco Wholesale Corporation | COST | 517 | $483.75K |
 Eaton Corporation plc | ETN | 550 | $234.37K |
 MercadoLibre, Inc. | MELI | 676 | $1.15M |
 Caterpillar Inc. | CAT | 681 | $725.2K |
 Nebius Group N.V. | NBIS | 790 | $218.17K |
 McDonald's Corporation | MCD | 803 | $217.06K |
 The Home Depot, Inc. | HD | 904 | $318.76K |
 Waste Management, Inc. | WM | 1K | $222.88K |
 Johnson & Johnson | JNJ | 1.05K | $266.42K |
 Honeywell International Inc. | HON | 1.07K | $238.9K |
 Advanced Micro Devices, Inc. | AMD | 1.07K | $622.74K |
 Lowe's Companies, Inc. | LOW | 1.13K | $249.15K |
 Seagate Technology Holdings plc | STX | 1.26K | $1.22M |
 Texas Instruments Incorporated | TXN | 1.38K | $410.14K |
 The Boeing Company | BA | 1.46K | $316.48K |
 Berkshire Hathaway Inc. | BRK-B | 1.91K | $957.75K |