Stock Taper 
WEATHERLY ASSET MANAGEMENT L. P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American States Water Company | AWR | 13.07K | $1.08M |
 Unilever PLC | UL | 12.98K | $780.22K |
 Ingersoll Rand Inc. | IR | 11.2K | $918.24K |
 Rockwell Automation, Inc. | ROK | 11.17K | $5.53M |
 Trane Technologies plc | TT | 11.15K | $5.48M |
 Meta Platforms, Inc. | META | 11.05K | $6.22M |
 Quest Diagnostics Incorporated | DGX | 11.05K | $2.34M |
 FedEx Corporation | FDX | 10.9K | $3.42M |
 Oracle Corporation | ORCL | 10.69K | $1.57M |
 CVS Health Corp. | CVS | 10.15K | $1.05M |
 AbbVie Inc. | ABBV | 9.83K | $2.47M |
 SAP SE | SAP | 9.79K | $1.51M |
 Exxon Mobil Corporation | XOM | 9.72K | $1.33M |
 NIKE, Inc. | NKE | 9.56K | $398.12K |
 Berkshire Hathaway Inc. | BRK-B | 9.11K | $4.56M |
 Tesla, Inc. | TSLA | 8.95K | $3.76M |
 Smurfit Westrock plc | SW | 8.87K | $410.27K |
 Agilent Technologies, Inc. | A | 8.3K | $1.1M |
 Kimberly-Clark Corporation | KMB | 7.72K | $856.31K |
 McKesson Corporation | MCK | 6.48K | $4.9M |