Stock Taper

BRYCE POINT CAPITAL, LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BJ's Wholesale Club Holdings, Inc.BJ4.51K$420.65K
MACOM Technology Solutions Holdings, Inc.MTSI4.59K$571.91K
EnerSysENS4.64K$523.68K
Arrow Electronics, Inc.ARW4.64K$561.44K
PennyMac Financial Services, Inc.PFSI4.73K$586.32K
The Bancorp, Inc.TBBK4.77K$357.52K
Wintrust Financial CorporationWTFC4.83K$640.08K
ICU Medical, Inc.ICUI4.89K$586.13K
Fortinet, Inc.FTNT4.9K$411.99K
Post Holdings, Inc.POST4.95K$531.6K
Pinnacle West Capital CorporationPNW4.97K$445.43K
NextEra Energy, Inc.NEE4.98K$375.94K
Align Technology, Inc.ALGN4.99K$624.47K
CF Industries Holdings, Inc.CF5.13K$460.61K
Celcuity Inc.CELC5.17K$255.45K
PVH Corp.PVH5.26K$440.8K
Illumina, Inc.ILMN5.43K$515.59K
Consolidated Edison, Inc.ED5.53K$555.98K
Supernus Pharmaceuticals, Inc.SUPN5.62K$268.53K
Teleflex IncorporatedTFX5.63K$688.27K