Stock Taper 
FSM WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 154 | $213.06K |
 TransDigm Group Incorporated | TDG | 175 | $233.59K |
 Equinix, Inc. | EQIX | 231 | $240.33K |
 Comfort Systems USA, Inc. | FIX | 243 | $481.03K |
 Sterling Infrastructure, Inc. | STRL | 247 | $207.32K |
 EMCOR Group, Inc. | EME | 270 | $224.1K |
 McKesson Corporation | MCK | 287 | $216.49K |
 BlackRock, Inc. | BLK | 303 | $290.92K |
 Valmont Industries, Inc. | VMI | 350 | $202.4K |
 Curtiss-Wright Corporation | CW | 359 | $272.32K |
 Sandisk Corporation | SNDK | 366 | $832.43K |
 Carpenter Technology Corporation | CRS | 379 | $233.79K |
 W.W. Grainger, Inc. | GWW | 382 | $519.1K |
 AppLovin Corporation | APP | 409 | $210.94K |
 Trane Technologies plc | TT | 420 | $206.12K |
 Quanta Services, Inc. | PWR | 473 | $340.42K |
 Cummins Inc. | CMI | 481 | $343.11K |
 CrowdStrike Holdings, Inc. | CRWD | 517 | $394.73K |
 Ulta Beauty, Inc. | ULTA | 582 | $262.69K |
 General Dynamics Corporation | GD | 634 | $224.67K |