Stock Taper

REAL TALK CAPITAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Goldman Sachs Group, Inc.GS329$332.92K
Lockheed Martin CorporationLMT536$273.05K
Ciena CorporationCIEN550$269.81K
Advanced Micro Devices, Inc.AMD564$327.63K
Micron Technology, Inc.MU575$663.72K
Seagate Technology Holdings plcSTX619$597.18K
Intuitive Surgical, Inc.ISRG907$360.7K
Air Products and Chemicals, Inc.APD1.01K$296.81K
Northrop Grumman CorporationNOC1.03K$524.11K
Chubb LimitedCB1.06K$363K
Automatic Data Processing, Inc.ADP1.08K$242.22K
Morgan StanleyMS1.08K$226.6K
Datadog, Inc.DDOG1.12K$292.38K
Johnson & JohnsonJNJ1.14K$289.8K
Visa Inc.V1.25K$429.89K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.25K$599.35K
The Sherwin-Williams CompanySHW1.3K$447.28K
Union Pacific CorporationUNP1.48K$402.26K
Constellation Energy CorporationCEG1.5K$372.56K
McDonald's CorporationMCD1.62K$438.2K