Stock Taper

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT1.5K$764.19K
Advanced Micro Devices, Inc.AMD1.53K$891.7K
General Dynamics CorporationGD1.64K$580.58K
Welltower Inc.WELL1.69K$384.49K
TE Connectivity plcTEL1.86K$376K
Moody's CorporationMCO1.87K$845.6K
Veeva Systems Inc.VEEV1.89K$335.42K
Caterpillar Inc.CAT2.04K$2.18M
Corning IncGLW2.09K$534.87K
Marsh & McLennan Companies, Inc.MRSH2.18K$363.34K
Emerson Electric Co.EMR2.26K$323.23K
Tesla, Inc.TSLA2.27K$952.66K
Mastercard IncorporatedMA2.27K$1.17M
Chubb LimitedCB2.32K$791.88K
Waste Management, Inc.WM2.39K$532.95K
Costco Wholesale CorporationCOST2.6K$2.43M
Novartis AGNVS2.67K$418.44K
Intercontinental Exchange, Inc.ICE2.87K$353.69K
International Business Machines CorporationIBM2.94K$827.32K
Colgate-Palmolive CompanyCL2.97K$272.38K