Stock Taper

SEVEN MILE ADVISORY

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A1$748.85K
Sandisk CorporationSNDK220$500.22K
Parker-Hannifin CorporationPH275$268.98K
GE Vernova Inc.GEV319$374.78K
Caterpillar Inc.CAT363$386.56K
Costco Wholesale CorporationCOST381$356.41K
EMCOR Group, Inc.EME401$332.78K
Linde plcLIN435$225.74K
Seagate Technology Holdings plcSTX461$445.21K
Dell Technologies Inc.DELL486$209.69K
AppLovin CorporationAPP548$282.35K
Equinix, Inc.EQIX549$572.27K
Taiwan Semiconductor Manufacturing Company LimitedTSM600$287.11K
ASML Holding N.V.ASML620$1.23M
The Goldman Sachs Group, Inc.GS631$638.17K
Cadence Design Systems, Inc.CDNS633$237.58K
Vertex Pharmaceuticals IncorporatedVRTX644$319.89K
F5, Inc.FFIV698$290.34K
UnitedHealth Group IncorporatedUNH754$313.38K
GE AerospaceGE760$284.04K