Stock Taper 
PLUM STREET ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Caterpillar Inc. | CAT | 191 | $203.44K |
 Lam Research Corporation | LRCX | 510 | $221K |
 McKesson Corporation | MCK | 586 | $442.78K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 678 | $323.79K |
 Berkshire Hathaway Inc. | BRK-B | 716 | $358.28K |
 Costco Wholesale Corporation | COST | 882 | $825.09K |
 Thermo Fisher Scientific Inc. | TMO | 1.13K | $564.03K |
 Eli Lilly and Company | LLY | 1.22K | $1.46M |
 Alphabet Inc. | GOOG | 1.28K | $452.86K |
 Tyler Technologies, Inc. | TYL | 1.44K | $420.56K |
 NVIDIA Corporation | NVDA | 1.79K | $357.96K |
 Ubiquiti Inc. | UI | 1.88K | $1M |
 Delta Air Lines, Inc. | DAL | 2.52K | $235.84K |
 JPMorgan Chase & Co. | JPM | 2.53K | $828.47K |
 Exxon Mobil Corporation | XOM | 2.73K | $373.93K |
 Amazon.com, Inc. | AMZN | 2.93K | $697.86K |
 Microsoft Corporation | MSFT | 3.09K | $1.15M |
 Cintas Corporation | CTAS | 3.47K | $589.5K |
 Twist Bioscience Corporation | TWST | 3.57K | $367.38K |