TEALWOOD ASSET MANAGEMENT INC: 13F holdings

CIK 11640622026Q2

Positions121
Reported value$260.5m
Filed2026-07-14

Top 10 holdings

SecuritySharesValueWeight
DELL DELL TECHNOLOGIES INC14,313$6.2m2.4%
KLAC KLA CORP17,106$5.2m2.0%
LLY ELI LILLY & CO4,074$4.9m1.9%
GOOGL ALPHABET INC12,781$4.6m1.8%
NTAP NETAPP INC26,275$4.1m1.6%
TER TERADYNE INC7,867$3.8m1.5%
CSCO CISCO SYS INC32,294$3.8m1.5%
SIMO SILICON MOTION TECHNOLOGY CO11,259$3.8m1.4%
ABBV ABBVIE INC14,888$3.7m1.4%
AVGO BROADCOM INC9,770$3.7m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1164062")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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