Stock Taper 
SWEENEY & MICHEL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 173 | $200.6K |
 Quanta Services, Inc. | PWR | 333 | $223.77K |
 GE Vernova Inc. | GEV | 431 | $426.77K |
 Deere & Company | DE | 458 | $284.53K |
 Advanced Micro Devices, Inc. | AMD | 460 | $222.35K |
 Eaton Corporation plc | ETN | 678 | $304.25K |
 ASML Holding N.V. | ASML | 734 | $1.28M |
 Alphabet Inc. | GOOGL | 740 | $262.32K |
 Marathon Petroleum Corporation | MPC | 743 | $221.54K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 754 | $316.78K |
 McKesson Corporation | MCK | 785 | $682.48K |
 Broadcom Inc. | AVGO | 901 | $385.24K |
 GE Aerospace | GE | 916 | $339.02K |
 WD-40 Company | WDFC | 1.02K | $240.8K |
 Cummins Inc. | CMI | 1.03K | $663.87K |
 Lowe's Companies, Inc. | LOW | 1.1K | $245.33K |
 Palo Alto Networks, Inc. | PANW | 1.16K | $420.26K |
 Waste Management, Inc. | WM | 1.23K | $278.91K |
 The Boeing Company | BA | 1.29K | $302.75K |
 The Home Depot, Inc. | HD | 1.38K | $490.83K |