Stock Taper

OXFORD FINANCIAL GROUP LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V1.35K$463.81K
Welltower Inc.WELL1.34K$305.05K
Cardinal Health, Inc.CAH1.34K$319.28K
Marathon Petroleum CorporationMPC1.29K$330.84K
QUALCOMM IncorporatedQCOM1.26K$232.28K
Honeywell International Inc.HON1.15K$258.27K
Caterpillar Inc.CAT1.15K$1.23M
Lockheed Martin CorporationLMT1.13K$576.25K
Automatic Data Processing, Inc.ADP1.04K$232.68K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.02K$489.23K
American Express CompanyAXP1.01K$342.09K
Intuit Inc.INTU983$256.51K
Quanta Services, Inc.PWR947$681.88K
GE Vernova Inc.GEV886$1.04M
Thermo Fisher Scientific Inc.TMO847$424.65K
Linde plcLIN806$418.27K
Amgen Inc.AMGN753$272.68K
Texas Instruments IncorporatedTXN728$216.95K
FedEx CorporationFDX645$202.11K
Micron Technology, Inc.MU583$672.95K