Stock Taper 
NEARWATER CAPITAL MARKETS, LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 100K | $35.33M |
 UnitedHealth Group Incorporated | UNH | 100K | $41.56M |
 Veeva Systems Inc. | VEEV | 95K | $16.86M |
 ServiceNow, Inc. | NOW | 95K | $9.43M |
 Equifax Inc. | EFX | 93K | $14.76M |
 Ciena Corporation | CIEN | 93K | $45.62M |
 Okta, Inc. | OKTA | 90K | $12.28M |
 Insulet Corp. | PODD | 90K | $13.7M |
 Berkshire Hathaway Inc. | BRK-B | 88K | $44.03M |
 Keysight Technologies, Inc. | KEYS | 84K | $29.41M |
 ATI Inc. | ATI | 80K | $15.77M |
 Thermo Fisher Scientific Inc. | TMO | 74K | $37.1M |
 Teradyne, Inc. | TER | 72K | $34.84M |
 Intuitive Surgical, Inc. | ISRG | 65K | $25.85M |
 Five Below, Inc. | FIVE | 65K | $11.69M |
 Take-Two Interactive Software, Inc. | TTWO | 50K | $12.5M |
 Silicon Laboratories Inc. | SLAB | 47.5K | $10.38M |
 Parker-Hannifin Corporation | PH | 47K | $45.97M |
 Teledyne Technologies Incorporated | TDY | 25K | $16.67M |
 RBC Bearings Incorporated | RBC | 10.04K | $6.47M |