Stock Taper 
THREE SEASONS WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TTM Technologies, Inc. | TTMI | 4.3K | $804.75K |
 Phillips 66 | PSX | 3.96K | $669.1K |
 Mastercard Incorporated | MA | 3.9K | $2M |
 Novartis AG | NVS | 3.86K | $604.47K |
 Uber Technologies, Inc. | UBER | 3.79K | $273.85K |
 Alphabet Inc. | GOOGL | 3.66K | $1.31M |
 Seagate Technology Holdings plc | STX | 3.59K | $3.46M |
 Airbnb, Inc. | ABNB | 3.31K | $473.23K |
 AppFolio Inc. | APPF | 3.14K | $503.18K |
 Extra Space Storage Inc. | EXR | 3K | $435.9K |
 Ciena Corporation | CIEN | 2.98K | $1.46M |
 Texas Instruments Incorporated | TXN | 2.97K | $884.67K |
 KLA Corporation | KLAC | 2.93K | $883.71K |
 Datadog, Inc. | DDOG | 2.72K | $707.92K |
 Advanced Micro Devices, Inc. | AMD | 2.67K | $1.55M |
 Vertiv Holdings Co | VRT | 2.49K | $834.04K |
 Cadence Design Systems, Inc. | CDNS | 2.48K | $931.54K |
 Sandisk Corporation | SNDK | 2.38K | $5.42M |
 Meta Platforms, Inc. | META | 2.38K | $1.34M |
 Dell Technologies Inc. | DELL | 2.32K | $999.26K |