Stock Taper

SUNPOINTE, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A6$4.49M
Sandisk CorporationSNDK117$266.03K
MercadoLibre, Inc.MELI161$273.28K
ASML Holding N.V.ASML304$604.79K
Thermo Fisher Scientific Inc.TMO457$229.16K
W.W. Grainger, Inc.GWW474$644.83K
BlackRock, Inc.BLK486$467.32K
Motorola Solutions, Inc.MSI518$215.12K
Linde plcLIN548$284.38K
GE Vernova Inc.GEV549$645.38K
The Goldman Sachs Group, Inc.GS565$571.93K
Lockheed Martin CorporationLMT602$306.69K
Costco Wholesale CorporationCOST618$578.18K
The Travelers Companies, Inc.TRV646$213.26K
Marvell Technology, Inc.MRVL679$202.27K
Royal Caribbean Cruises Ltd.RCL751$238.47K
HCA Healthcare, Inc.HCA756$294.87K
Western Digital CorporationWDC782$499.48K
Labcorp Holdings Inc.LH795$222.68K
Analog Devices, Inc.ADI848$336.8K