Stock Taper 
SEMUS WEALTH PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 1.56K | $211.86K |
 Amgen Inc. | AMGN | 1.47K | $531K |
 International Business Machines Corporation | IBM | 1.44K | $405K |
 Lockheed Martin Corporation | LMT | 1.3K | $664.5K |
 Micron Technology, Inc. | MU | 1.22K | $1.41M |
 GE Aerospace | GE | 1.22K | $455.09K |
 United Rentals, Inc. | URI | 1.15K | $1.3M |
 MercadoLibre, Inc. | MELI | 1.1K | $1.87M |
 Morgan Stanley | MS | 1.08K | $226.35K |
 Advanced Micro Devices, Inc. | AMD | 1.04K | $604.73K |
 Lam Research Corporation | LRCX | 820 | $355.18K |
 American Express Company | AXP | 636 | $215.1K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 609 | $290.84K |
 ASML Holding N.V. | ASML | 544 | $1.08M |
 Applied Materials, Inc. | AMAT | 479 | $346.44K |
 Caterpillar Inc. | CAT | 457 | $487.04K |
 Costco Wholesale Corporation | COST | 438 | $410.18K |
 GE Vernova Inc. | GEV | 201 | $236.22K |