Stock Taper 
BERBICE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 14 | $4.74K |
 Eli Lilly and Company | LLY | 20 | $23.99K |
 Cerebras Systems Inc. | CBRS | 20 | $4.42K |
 GE Vernova Inc. | GEV | 25 | $29.37K |
 Sandisk Corporation | SNDK | 35 | $79.58K |
 Ciena Corporation | CIEN | 50 | $24.53K |
 Western Digital Corporation | WDC | 50 | $31.94K |
 Space Exploration Technologies Corp. | SPCX | 70 | $11.96K |
 Tower Semiconductor Ltd. | TSEM | 100 | $26.06K |
 Seagate Technology Holdings plc | STX | 100 | $96.5K |
 Netflix, Inc. | NFLX | 100 | $7.14K |
 The Goldman Sachs Group, Inc. | GS | 100 | $101.14K |
 TTM Technologies, Inc. | TTMI | 100 | $18.7K |
 Insmed Incorporated | INSM | 100 | $10.66K |
 UnitedHealth Group Incorporated | UNH | 106 | $44.06K |
 Quanta Services, Inc. | PWR | 140 | $100.81K |
 Marathon Petroleum Corporation | MPC | 200 | $51.13K |
 Ralph Lauren Corporation | RL | 200 | $80.28K |
 Palantir Technologies Inc. | PLTR | 200 | $23.33K |
 Fabrinet | FN | 260 | $146.14K |