Stock Taper 
LEFT BRAIN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 170 | $336.93K |
 Sterling Infrastructure, Inc. | STRL | 515 | $432.27K |
 Sandisk Corporation | SNDK | 545 | $1.24M |
 Celestica Inc. | CLS | 555 | $202.46K |
 Lumentum Holdings Inc. | LITE | 718 | $616.09K |
 Nova Ltd. | NVMI | 815 | $442.5K |
 Teradyne, Inc. | TER | 900 | $435.46K |
 KLA Corporation | KLAC | 900 | $271.54K |
 Constellation Energy Corporation | CEG | 900 | $223.53K |
 Jabil Inc. | JBL | 1K | $385.48K |
 UnitedHealth Group Incorporated | UNH | 1K | $416.46K |
 Keysight Technologies, Inc. | KEYS | 1.06K | $371.07K |
 MKS Inc. | MKSI | 1.07K | $475.94K |
 Sezzle Inc. | SEZL | 1.17K | $200.81K |
 Arm Holdings plc American Depositary Shares | ARM | 1.21K | $427.26K |
 Lam Research Corporation | LRCX | 1.25K | $541.66K |
 Axon Enterprise, Inc. | AXON | 1.37K | $768.04K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 1.38K | $525.67K |
 AppLovin Corporation | APP | 1.53K | $788.82K |
 Silicon Motion Technology Corporation | SIMO | 1.57K | $523.33K |