Stock Taper

WETHERBY ASSET MANAGEMENT INC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intercontinental Exchange, Inc.ICE11.68K$1.97M
Fortinet, Inc.FTNT11.69K$982.64K
National Grid plcNGG11.7K$850.38K
CAE Inc.CAE11.71K$347K
Occidental Petroleum CorporationOXY11.86K$560.14K
Waste Management, Inc.WM11.86K$2.62M
Park Hotels & Resorts Inc.PK11.9K$131.82K
Sunrun Inc.RUN12.01K$207.6K
Loews CorporationL12.09K$1.21M
Warner Bros. Discovery, Inc.WBD12.11K$236.47K
The Goldman Sachs Group, Inc.GS12.12K$9.65M
LKQ CorporationLKQ12.24K$373.72K
Corteva, Inc.CTVA12.38K$837.53K
CVS Health Corp.CVS12.44K$938.08K
American Tower CorporationAMT12.47K$2.4M
ONEOK, Inc.OKE12.6K$919.2K
Cigna CorporationCI12.77K$3.68M
UGI CorporationUGI12.82K$426.49K
Costco Wholesale CorporationCOST12.93K$11.97M
New Oriental Education & Technology Group Inc.EDU12.96K$688.05K