Stock Taper

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Thermo Fisher Scientific Inc.TMO696$348.95K
Mastercard IncorporatedMA699$359.01K
UnitedHealth Group IncorporatedUNH773$321.28K
The Goldman Sachs Group, Inc.GS879$888.99K
Costco Wholesale CorporationCOST973$910.21K
Capital One Financial CorporationCOF1.24K$249.37K
Texas Instruments IncorporatedTXN1.48K$440.85K
NVIDIA CorporationNVDA1.89K$377.97K
Vicor CorporationVICR2K$760.7K
Advanced Micro Devices, Inc.AMD2.06K$1.2M
Johnson & JohnsonJNJ2.07K$526.48K
NextEra Energy, Inc.NEE2.49K$218.55K
Walmart Inc.WMT2.54K$287.34K
JPMorgan Chase & Co.JPM2.7K$884.77K
Visa Inc.V2.93K$1M
Alphabet Inc.GOOG3.19K$1.13M
Berkshire Hathaway Inc.BRK-B3.38K$1.69M
QUALCOMM IncorporatedQCOM3.44K$636.6K
ServiceNow, Inc.NOW3.69K$366.54K
Taiwan Semiconductor Manufacturing Company LimitedTSM3.89K$1.86M