Stock Taper

OXFORD FINANCIAL GROUP LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Paylocity Holding CorporationPCTY2.39K$249.51K
Shopify Inc.SHOP2.41K$274.72K
The Home Depot, Inc.HD2.42K$853.23K
PepsiCo, Inc.PEP2.43K$328.48K
Meta Platforms, Inc.META2.58K$1.45M
The Timken CompanyTKR2.64K$383.21K
Analog Devices, Inc.ADI2.66K$1.06M
AbbVie Inc.ABBV2.76K$694.58K
Duke Energy CorporationDUK2.83K$358.85K
Simon Property Group, Inc.SPG2.84K$634.61K
Aon plcAON2.97K$984.12K
Salesforce, Inc.CRM3.15K$493.37K
Cal-Maine Foods, Inc.CALM3.15K$254.09K
Waste Management, Inc.WM3.18K$709.7K
ONEOK, Inc.OKE3.21K$279.17K
Philip Morris International Inc.PM3.23K$584.48K
KKR & Co. Inc.KKR3.33K$306K
Cloudflare, Inc.NET3.36K$825.12K
Dominion Energy, Inc.D3.38K$230.82K
Mastercard IncorporatedMA3.45K$1.77M