Stock Taper

PORTFOLIO DESIGN LABS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Teradyne, Inc.TER715$345.95K
General Dynamics CorporationGD705$249.74K
Marriott International, Inc.MAR681$252.37K
Lumentum Holdings Inc.LITE654$561.17K
Alphabet Inc.GOOGL621$221.93K
F5, Inc.FFIV569$236.68K
Teledyne Technologies IncorporatedTDY565$376.8K
Mastercard IncorporatedMA527$270.67K
EMCOR Group, Inc.EME302$250.62K
ASML Holding N.V.ASML251$499.99K
BlackRock, Inc.BLK235$225.97K
AutoZone, Inc.AZO76$242.89K