Stock Taper

LEFT BRAIN WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Coherent, Inc.COHR2.02K$794.86K
Datadog, Inc.DDOG1.69K$438.71K
Amgen Inc.AMGN1.61K$584.46K
Silicon Motion Technology CorporationSIMO1.57K$523.33K
AppLovin CorporationAPP1.53K$788.82K
MACOM Technology Solutions Holdings, Inc.MTSI1.38K$525.67K
Axon Enterprise, Inc.AXON1.37K$768.04K
Lam Research CorporationLRCX1.25K$541.66K
Arm Holdings plc American Depositary SharesARM1.21K$427.26K
Sezzle Inc.SEZL1.17K$200.81K
MKS Inc.MKSI1.07K$475.94K
Keysight Technologies, Inc.KEYS1.06K$371.07K
UnitedHealth Group IncorporatedUNH1K$416.46K
Jabil Inc.JBL1K$385.48K
Constellation Energy CorporationCEG900$223.53K
Teradyne, Inc.TER900$435.46K
KLA CorporationKLAC900$271.54K
Nova Ltd.NVMI815$442.5K
Lumentum Holdings Inc.LITE718$616.09K
Celestica Inc.CLS555$202.46K