Stock Taper 
KNOLLWOOD INVESTMENT ADVISORY, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 5.68K | $7.86M |
 IDEXX Laboratories, Inc. | IDXX | 5.8K | $3.05M |
 Corpay, Inc. | CPAY | 5.87K | $1.96M |
 Centene Corp. | CNC | 5.94K | $381.42K |
 Axon Enterprise, Inc. | AXON | 5.97K | $3.35M |
 American Tower Corporation | AMT | 6.05K | $989.43K |
 Lattice Semiconductor Corporation | LSCC | 6.08K | $929.69K |
 GE Vernova Inc. | GEV | 6.09K | $7.16M |
 Howmet Aerospace Inc. | HWM | 6.13K | $1.65M |
 CME Group Inc. | CME | 6.26K | $1.38M |
 JPMorgan Chase & Co. | JPM | 6.27K | $2.05M |
 McKesson Corporation | MCK | 6.57K | $4.96M |
 MSCI Inc. | MSCI | 6.6K | $3.69M |
 Simon Property Group, Inc. | SPG | 6.65K | $1.49M |
 Zoetis Inc. | ZTS | 6.91K | $496.19K |
 Burlington Stores, Inc. | BURL | 6.94K | $2.2M |
 Rockwell Automation, Inc. | ROK | 6.95K | $3.44M |
 Royal Caribbean Cruises Ltd. | RCL | 6.99K | $2.22M |
 The Toro Company | TTC | 7.15K | $696.75K |
 Williams-Sonoma, Inc. | WSM | 7.19K | $1.68M |