Stock Taper 
FOURTHOUGHT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Watsco, Inc. | WSO | 636 | $265.07K |
 GE Vernova Inc. | GEV | 603 | $707.87K |
 Ciena Corporation | CIEN | 601 | $294.83K |
 Waters Corporation | WAT | 595 | $223.15K |
 Jabil Inc. | JBL | 585 | $225.51K |
 Vertex Pharmaceuticals Incorporated | VRTX | 472 | $234.46K |
 Cummins Inc. | CMI | 457 | $326K |
 Spotify Technology S.A. | SPOT | 452 | $207.53K |
 Quanta Services, Inc. | PWR | 444 | $319.7K |
 RBC Bearings Incorporated | RBC | 443 | $285.32K |
 SiTime Corporation | SITM | 413 | $307.92K |
 Lumentum Holdings Inc. | LITE | 355 | $304.61K |
 Seagate Technology Holdings plc | STX | 336 | $324.24K |
 EMCOR Group, Inc. | EME | 307 | $254.77K |
 Sandisk Corporation | SNDK | 271 | $616.18K |
 W.W. Grainger, Inc. | GWW | 211 | $287.04K |
 Berkshire Hathaway Inc. | BRK-A | 2 | $1.5M |