Stock Taper 
BREAKWATER INVESTMENT MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 1 | $1.38K |
 Huntington Bancshares Incorporated | HBAN | 1 | $18 |
 Martin Marietta Materials, Inc. | MLM | 1 | $577 |
 Sterling Infrastructure, Inc. | STRL | 1 | $840 |
 Sandisk Corporation | SNDK | 1 | $2.27K |