Stock Taper

TWIN PEAKS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lumentum Holdings Inc.LITE248$212.8K
Sandisk CorporationSNDK249$566.16K
ASML Holding N.V.ASML290$577.71K
Deere & CompanyDE329$208.49K
Linde plcLIN447$231.97K
GE Vernova Inc.GEV477$560.28K
Western Digital CorporationWDC487$311.06K
Eaton Corporation plcETN518$220.65K
Caterpillar Inc.CAT548$583.45K
The Goldman Sachs Group, Inc.GS647$654.83K
Analog Devices, Inc.ADI652$259.09K
CrowdStrike Holdings, Inc.CRWD734$560.02K
Marvell Technology, Inc.MRVL777$231.46K
Mastercard IncorporatedMA840$431.42K
Corning IncGLW870$222.31K
Datadog, Inc.DDOG894$232.65K
McKesson CorporationMCK928$700.85K
Waste Management, Inc.WM936$208.62K
MongoDB, Inc.MDB972$326.5K
Costco Wholesale CorporationCOST988$924.43K