Stock Taper 
ONE WEALTH CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 183 | $364.07K |
 Comfort Systems USA, Inc. | FIX | 282 | $558.91K |
 The Goldman Sachs Group, Inc. | GS | 290 | $293.04K |
 Caterpillar Inc. | CAT | 353 | $375.91K |
 Costco Wholesale Corporation | COST | 431 | $403.19K |
 UnitedHealth Group Incorporated | UNH | 516 | $214.47K |
 Mastercard Incorporated | MA | 614 | $315.35K |
 Advanced Micro Devices, Inc. | AMD | 636 | $369.46K |
 Micron Technology, Inc. | MU | 642 | $741.05K |
 Sterling Infrastructure, Inc. | STRL | 654 | $548.94K |
 Medpace Holdings, Inc. | MEDP | 678 | $359.06K |
 Carpenter Technology Corporation | CRS | 700 | $431.79K |
 Palo Alto Networks, Inc. | PANW | 711 | $242.47K |
 Eli Lilly and Company | LLY | 758 | $909.17K |
 Plexus Corp. | PLXS | 758 | $227.91K |
 Valmont Industries, Inc. | VMI | 770 | $444.75K |
 Cadence Design Systems, Inc. | CDNS | 776 | $291.25K |
 Credo Technology Group Holding Ltd | CRDO | 790 | $214.84K |
 Lam Research Corporation | LRCX | 816 | $353.6K |
 Curtiss-Wright Corporation | CW | 819 | $620.61K |