Stock Taper

WS PORTFOLIO ADVISORY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertiv Holdings CoVRT250$83.7K
Corpay, Inc.CPAY200$66.65K
Cheniere Energy, Inc.LNG200$47.8K
Vulcan Materials CompanyVMC180$53.1K
Micron Technology, Inc.MU170$196.23K
Wheaton Precious Metals Corp.WPM150$16.85K
S&P Global Inc.SPGI150$61.09K
Mastercard IncorporatedMA150$77.04K
TransDigm Group IncorporatedTDG125$166.5K
Regeneron Pharmaceuticals, Inc.REGN100$62.35K
Thermo Fisher Scientific Inc.TMO100$50.14K
Lam Research CorporationLRCX100$43.33K
Intuitive Surgical, Inc.ISRG100$39.77K
Eli Lilly and CompanyLLY90$107.95K
Lumentum Holdings Inc.LITE60$51.48K
MSCI Inc.MSCI60$33.6K
ASML Holding N.V.ASML50$99.47K
Applied Materials, Inc.AMAT40$28.92K