Stock Taper 
THREE SEASONS WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Comfort Systems USA, Inc. | FIX | 285 | $564.86K |
 GE Vernova Inc. | GEV | 397 | $466.42K |
 Costco Wholesale Corporation | COST | 406 | $379.8K |
 Axon Enterprise, Inc. | AXON | 520 | $291.52K |
 BlackRock, Inc. | BLK | 558 | $536.55K |
 W.W. Grainger, Inc. | GWW | 678 | $922.35K |
 Johnson & Johnson | JNJ | 930 | $236.19K |
 GE Aerospace | GE | 1K | $373.73K |
 Quanta Services, Inc. | PWR | 1.1K | $791.32K |
 Caterpillar Inc. | CAT | 1.15K | $1.22M |
 Monolithic Power Systems, Inc. | MPWR | 1.18K | $1.63M |
 ATI Inc. | ATI | 1.19K | $234.55K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.25K | $598.39K |
 MSCI Inc. | MSCI | 1.27K | $710.69K |
 Amphenol Corporation | APH | 1.28K | $225.69K |
 JPMorgan Chase & Co. | JPM | 1.33K | $436K |
 Intuitive Surgical, Inc. | ISRG | 1.44K | $573.46K |
 QUALCOMM Incorporated | QCOM | 1.48K | $274.23K |
 IDEXX Laboratories, Inc. | IDXX | 1.52K | $798.08K |