Stock Taper

OPTIMUM INVESTMENT ADVISORS

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mastercard IncorporatedMA4.76K$2.71M
Merck & Co., Inc.MRK4.75K$398.64K
Carrier Global CorporationCARR4.55K$271.63K
Amphenol CorporationAPH4.2K$520.08K
Nova Ltd.NVMI4.1K$1.31M
Berkshire Hathaway Inc.BRK-B4.08K$2.05M
The Procter & Gamble CompanyPG4.05K$622.59K
Caterpillar Inc.CAT4.02K$1.92M
Rafael Holdings, Inc.RFL4K$5.44K
Chevron CorporationCVX3.99K$619.89K
Union Pacific CorporationUNP3.95K$932.99K
Illinois Tool Works Inc.ITW3.85K$1M
Shopify Inc.SHOP3.78K$561.75K
Johnson & JohnsonJNJ3.67K$681.12K
Energy Transfer LPET3.5K$60.06K
McDonald's CorporationMCD3.47K$1.06M
Applied Materials, Inc.AMAT3.42K$699.39K
Aflac IncorporatedAFL3.4K$379.78K
Danaher CorporationDHR3.4K$674.08K
W. P. Carey Inc.WPC3.37K$227.71K