Stock Taper

PORTSIDE WEALTH GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arm Holdings plc American Depositary SharesARM945$335.07K
Intuit Inc.INTU994$259.49K
Teledyne Technologies IncorporatedTDY1K$667.57K
Cardinal Health, Inc.CAH1.02K$241.86K
TKO Group Holdings, Inc.TKO1.02K$206.34K
Snowflake Inc.SNOW1.04K$265.44K
The Progressive CorporationPGR1.06K$230.68K
Twilio Inc.TWLO1.09K$225.72K
Dell Technologies Inc.DELL1.11K$480.65K
Trane Technologies plcTT1.13K$555.01K
Casey's General Stores, Inc.CASY1.14K$907.65K
HEICO CorporationHEI1.16K$411.75K
Cintas CorporationCTAS1.19K$202.75K
Keysight Technologies, Inc.KEYS1.2K$419.03K
Cummins Inc.CMI1.21K$860.14K
Honeywell International Inc.HON1.21K$271.25K
Carpenter Technology CorporationCRS1.21K$748.23K
Chubb LimitedCB1.24K$421.15K
Pool CorporationPOOL1.24K$267.12K
Ecolab Inc.ECL1.26K$349.93K