Stock Taper 
PORTSIDE WEALTH GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Plexus Corp. | PLXS | 1.26K | $378.54K |
 Seagate Technology Holdings plc | STX | 1.27K | $1.22M |
 Medpace Holdings, Inc. | MEDP | 1.27K | $675.23K |
 Bloom Energy Corporation | BE | 1.31K | $395.93K |
 Adobe Inc. | ADBE | 1.32K | $270.89K |
 Quanta Services, Inc. | PWR | 1.34K | $967.01K |
 SharkNinja, Inc. | SN | 1.35K | $205.87K |
 Flex Ltd. | FLEX | 1.38K | $223.98K |
 Amgen Inc. | AMGN | 1.39K | $503.36K |
 AppLovin Corporation | APP | 1.43K | $734.72K |
 Old Dominion Freight Line, Inc. | ODFL | 1.49K | $321.87K |
 HEICO Corporation | HEI-A | 1.51K | $389.96K |
 Johnson Controls International plc | JCI | 1.52K | $222.38K |
 Teradyne, Inc. | TER | 1.53K | $739.31K |
 The Timken Company | TKR | 1.53K | $222.34K |
 West Pharmaceutical Services, Inc. | WST | 1.53K | $549.99K |
 Neurocrine Biosciences, Inc. | NBIX | 1.55K | $261.4K |
 UnitedHealth Group Incorporated | UNH | 1.57K | $651.07K |
 Crane Company | CR | 1.57K | $350.44K |
 EMCOR Group, Inc. | EME | 1.59K | $1.32M |