Stock Taper

SEVEN MILE ADVISORY

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Western Digital CorporationWDC784$500.76K
International Business Machines CorporationIBM803$225.94K
Marvell Technology, Inc.MRVL945$281.51K
Cardinal Health, Inc.CAH979$232.57K
The Home Depot, Inc.HD982$346.33K
Amgen Inc.AMGN1K$363.57K
Eli Lilly and CompanyLLY1.08K$1.3M
Texas Instruments IncorporatedTXN1.22K$363.64K
Fortinet, Inc.FTNT1.33K$203.85K
Morgan StanleyMS1.34K$279.7K
Tower Semiconductor Ltd.TSEM1.35K$352.13K
SAP SESAP1.37K$211.44K
Palo Alto Networks, Inc.PANW1.41K$479.81K
Phillips 66PSX1.5K$252.73K
Mastercard IncorporatedMA1.55K$798.65K
Berkshire Hathaway Inc.BRK-B1.57K$784.61K
PepsiCo, Inc.PEP1.58K$214.28K
AppFolio Inc.APPF1.61K$258.48K
KLA CorporationKLAC1.64K$495.71K
American Express CompanyAXP1.66K$559.8K