Stock Taper

THREE SEASONS WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Teradyne, Inc.TER1.68K$810.92K
Revolution Medicines, Inc.RVMD1.76K$330.55K
Eaton Corporation plcETN1.79K$764.88K
Eli Lilly and CompanyLLY1.81K$2.17M
Synopsys, Inc.SNPS1.95K$868.5K
Jabil Inc.JBL2.03K$781.37K
Vicor CorporationVICR2.03K$770.57K
Applied Materials, Inc.AMAT2.09K$1.51M
Coherent, Inc.COHR2.19K$863.1K
Keysight Technologies, Inc.KEYS2.27K$795.01K
Dell Technologies Inc.DELL2.32K$999.26K
Meta Platforms, Inc.META2.38K$1.34M
Sandisk CorporationSNDK2.38K$5.42M
Cadence Design Systems, Inc.CDNS2.48K$931.54K
Vertiv Holdings CoVRT2.49K$834.04K
Advanced Micro Devices, Inc.AMD2.67K$1.55M
Datadog, Inc.DDOG2.72K$707.92K
KLA CorporationKLAC2.93K$883.71K
Texas Instruments IncorporatedTXN2.97K$884.67K
Ciena CorporationCIEN2.98K$1.46M