Stock Taper 
COGENTBLUE WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 157 | $311.17K |
 The Goldman Sachs Group, Inc. | GS | 246 | $248.8K |
 Seagate Technology Holdings plc | STX | 264 | $254.76K |
 Mastercard Incorporated | MA | 517 | $265.53K |
 Caterpillar Inc. | CAT | 527 | $561.2K |
 Ciena Corporation | CIEN | 532 | $260.98K |
 Deere & Company | DE | 538 | $341.27K |
 ASML Holding N.V. | ASML | 601 | $1.2M |
 Applied Materials, Inc. | AMAT | 606 | $438.14K |
 The Travelers Companies, Inc. | TRV | 629 | $207.65K |
 Vertiv Holdings Co | VRT | 642 | $214.95K |
 The Home Depot, Inc. | HD | 666 | $234.9K |
 Coherent, Inc. | COHR | 666 | $262.72K |
 Marvell Technology, Inc. | MRVL | 741 | $220.74K |
 Advanced Micro Devices, Inc. | AMD | 816 | $474.24K |
 Western Digital Corporation | WDC | 907 | $579.32K |
 Micron Technology, Inc. | MU | 947 | $1.09M |
 Bank of Montreal | BMO | 1.15K | $203.56K |
 QUALCOMM Incorporated | QCOM | 1.24K | $228.96K |
 Visa Inc. | V | 1.25K | $429.89K |