Stock Taper 
THREE SEASONS WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hewlett Packard Enterprise Company | HPE | 17.03K | $768.09K |
 HealthEquity, Inc. | HQY | 16.98K | $1.53M |
 Lantheus Holdings, Inc. | LNTH | 15.33K | $1.7M |
 Merck & Co., Inc. | MRK | 15.05K | $1.93M |
 Lamar Advertising Company | LAMR | 14.05K | $2.19M |
 Amkor Technology, Inc. | AMKR | 13.03K | $1.12M |
 Summit Therapeutics Inc. | SMMT | 12.87K | $187.5K |
 Marvell Technology, Inc. | MRVL | 12.77K | $3.8M |
 Alphabet Inc. | GOOG | 11.84K | $4.18M |
 Netflix, Inc. | NFLX | 11.68K | $833.88K |
 Kimbell Royalty Partners, LP | KRP | 11.59K | $168.4K |
 Centene Corp. | CNC | 11.53K | $739.85K |
 Scholar Rock Holding Corporation | SRRK | 11.07K | $608.74K |
 The Estée Lauder Companies Inc. | EL | 10.82K | $854.16K |
 Cleveland-Cliffs Inc. | CLF | 10.79K | $101.36K |
 The Procter & Gamble Company | PG | 10.57K | $1.55M |
 Expedia Group, Inc. | EXPE | 10.39K | $2.66M |
 ServiceNow, Inc. | NOW | 9.89K | $981.98K |
 Oracle Corporation | ORCL | 9.32K | $1.37M |
 ON Semiconductor Corporation | ON | 8.91K | $842.35K |