Stock Taper

PFW ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MercadoLibre, Inc.MELI130$220.66K
Micron Technology, Inc.MU177$204.31K
Sandisk CorporationSNDK251$570.71K
Teledyne Technologies IncorporatedTDY311$207.41K
Caterpillar Inc.CAT332$353.55K
GE Vernova Inc.GEV341$400.63K
CrowdStrike Holdings, Inc.CRWD410$312.89K
Vertex Pharmaceuticals IncorporatedVRTX439$218.06K
Applied Materials, Inc.AMAT529$382.47K
EMCOR Group, Inc.EME585$485.48K
Lam Research CorporationLRCX614$266.06K
Onto Innovation Inc.ONTO676$255.83K
Taiwan Semiconductor Manufacturing Company LimitedTSM689$329.05K
AppLovin CorporationAPP716$368.9K
AbbVie Inc.ABBV870$218.93K
Credo Technology Group Holding LtdCRDO907$246.66K
RBC Bearings IncorporatedRBC1.13K$730.36K
Watts Water Technologies, Inc.WTS1.14K$447.82K
Marriott International, Inc.MAR1.31K$487.18K
The TJX Companies, Inc.TJX1.34K$203.16K