Stock Taper

OXFORD FINANCIAL GROUP LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amphenol CorporationAPH5.41K$954.6K
Public Service Enterprise Group IncorporatedPEG5.41K$439.32K
The Walt Disney CompanyDIS5.32K$511.93K
Uber Technologies, Inc.UBER5.24K$378.12K
Danaher CorporationDHR5.07K$964.97K
General Motors CompanyGM5.05K$389.33K
StoneX Group Inc.SNEX5.02K$594.4K
Southern Copper CorporationSCCO4.99K$869.91K
Shell plcSHEL4.97K$385.3K
Bristol-Myers Squibb CompanyBMY4.96K$285.75K
Morgan StanleyMS4.96K$1.04M
International Business Machines CorporationIBM4.68K$1.32M
Palo Alto Networks, Inc.PANW4.63K$1.58M
RTX CorporationRTX4.47K$847.71K
Intercontinental Exchange, Inc.ICE4.41K$543.41K
Merck & Co., Inc.MRK4.17K$535.97K
Pentair plcPNR4.14K$317.3K
Lowe's Companies, Inc.LOW4.06K$895.25K
Cisco Systems, Inc.CSCO3.95K$464.08K
nVent Electric plcNVT3.85K$653.34K