Stock Taper

OXFORD FINANCIAL GROUP LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Danaher CorporationDHR5.07K$964.97K
Uber Technologies, Inc.UBER5.24K$378.12K
The Walt Disney CompanyDIS5.32K$511.93K
Public Service Enterprise Group IncorporatedPEG5.41K$439.32K
Amphenol CorporationAPH5.41K$954.6K
Broadcom Inc.AVGO5.71K$2.16M
Carrier Global CorporationCARR5.96K$437.46K
The Boeing CompanyBA5.98K$1.29M
Wells Fargo & CompanyWFC6.46K$533.58K
Alphabet Inc.GOOG6.63K$2.34M
Ameren CorporationAEE6.77K$765.17K
Chevron CorporationCVX6.97K$1.16M
CSX CorporationCSX7.07K$336.13K
Raymond James Financial, Inc.RJF7.21K$1.1M
Nextpower Inc.NXT7.33K$873.77K
Enterprise Products Partners L.P.EPD7.48K$274.98K
UL Solutions Inc.ULS7.53K$766.5K
BP p.l.c.BP7.88K$291.31K
U.S. BancorpUSB8.21K$495.94K
Intel Corp.INTC8.25K$1.15M