Stock Taper 
THREE SEASONS WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Keysight Technologies, Inc. | KEYS | 2.27K | $795.01K |
 Coherent, Inc. | COHR | 2.19K | $863.1K |
 Applied Materials, Inc. | AMAT | 2.09K | $1.51M |
 Vicor Corporation | VICR | 2.03K | $770.57K |
 Jabil Inc. | JBL | 2.03K | $781.37K |
 Synopsys, Inc. | SNPS | 1.95K | $868.5K |
 Eli Lilly and Company | LLY | 1.81K | $2.17M |
 Eaton Corporation plc | ETN | 1.79K | $764.88K |
 Revolution Medicines, Inc. | RVMD | 1.76K | $330.55K |
 Teradyne, Inc. | TER | 1.68K | $810.92K |
 IDEXX Laboratories, Inc. | IDXX | 1.52K | $798.08K |
 QUALCOMM Incorporated | QCOM | 1.48K | $274.23K |
 Intuitive Surgical, Inc. | ISRG | 1.44K | $573.46K |
 JPMorgan Chase & Co. | JPM | 1.33K | $436K |
 Amphenol Corporation | APH | 1.28K | $225.69K |
 MSCI Inc. | MSCI | 1.27K | $710.69K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.25K | $598.39K |
 ATI Inc. | ATI | 1.19K | $234.55K |
 Monolithic Power Systems, Inc. | MPWR | 1.18K | $1.63M |
 Caterpillar Inc. | CAT | 1.15K | $1.22M |