Stock Taper 
OPTIMUM INVESTMENT ADVISORS
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 4.2K | $520.08K |
 Carrier Global Corporation | CARR | 4.55K | $271.63K |
 Merck & Co., Inc. | MRK | 4.75K | $398.64K |
 Mastercard Incorporated | MA | 4.76K | $2.71M |
 Yum! Brands, Inc. | YUM | 5.05K | $768.36K |
 MasterBrand, Inc. | MBC | 5.1K | $67.17K |
 Crown Castle Inc. | CCI | 5.29K | $509.95K |
 Verizon Communications Inc. | VZ | 5.38K | $236.24K |
 Costco Wholesale Corporation | COST | 5.83K | $5.39M |
 The Southern Company | SO | 5.83K | $552.79K |
 Intercontinental Exchange, Inc. | ICE | 5.87K | $989.73K |
 Advanced Micro Devices, Inc. | AMD | 5.88K | $951.33K |
 Coupang, Inc. | CPNG | 6.2K | $199.64K |
 Uber Technologies, Inc. | UBER | 6.26K | $613.78K |
 Duke Energy Corporation | DUK | 6.47K | $800.41K |
 Meta Platforms, Inc. | META | 6.56K | $4.82M |
 BP p.l.c. | BP | 6.58K | $226.84K |
 Old Republic International Corporation | ORI | 7K | $297.29K |
 NuScale Power Corporation | SMR | 7.06K | $254.27K |
 UnitedHealth Group Incorporated | UNH | 7.18K | $2.48M |