Stock Taper 
THREE SEASONS WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 11.68K | $833.88K |
 Alphabet Inc. | GOOG | 11.84K | $4.18M |
 Marvell Technology, Inc. | MRVL | 12.77K | $3.8M |
 Summit Therapeutics Inc. | SMMT | 12.87K | $187.5K |
 Amkor Technology, Inc. | AMKR | 13.03K | $1.12M |
 Lamar Advertising Company | LAMR | 14.05K | $2.19M |
 Merck & Co., Inc. | MRK | 15.05K | $1.93M |
 Lantheus Holdings, Inc. | LNTH | 15.33K | $1.7M |
 HealthEquity, Inc. | HQY | 16.98K | $1.53M |
 Hewlett Packard Enterprise Company | HPE | 17.03K | $768.09K |
 Leggett & Platt, Incorporated | LEG | 18.66K | $218.51K |
 V2X, Inc. | VVX | 19.96K | $1.49M |
 CoStar Group, Inc. | CSGP | 20.83K | $589.85K |
 Arista Networks, Inc. | ANET | 21.75K | $3.69M |
 Warner Bros. Discovery, Inc. | WBD | 24.2K | $645.3K |
 Exelixis, Inc. | EXEL | 30.81K | $1.68M |
 Intel Corp. | INTC | 31.67K | $4.42M |
 TechnipFMC plc | FTI | 31.84K | $2.11M |
 NVIDIA Corporation | NVDA | 32K | $6.4M |
 Shopify Inc. | SHOP | 36.05K | $4.12M |